Zapier is an external tool that is useful for automating tasks around entity creation in Swaarm. For example, if you would like to create an advertiser from your CRM tool (like Pipedrive or HubSpot etc.) or create a publisher when you write the details in a Slack message then you can set that up in Zapier.
The process for integrating is fairly simple. You must have a Zapier account to start.
Integrating Zapier with Swaarm
Go to www.Zapier.com
Click + Create Zap in the menu
Setup the Trigger by selecting an app
Select an external tool (such as Slack or Pipedrive) and this is where you will pull your data from to input into Swaarm.
Select the app & event that is being triggered
We will use Slack as an example
Choose the account of that external tool
You will need to sign into the app (in this case Slack) again through Zapier
Setup the trigger by choosing the action
In this example, we are choosing a slack channel
Test the trigger to see if it gathers the correct information
Setup the Action that will happen after the Trigger
Search for Swaarm
Please note: you must be invited by us to use Swaarm as an app on Zapier
You can email support or reach out to our technical client service team via the chat button on Swaarm to get invited
You can choose either:
Create a new advertiser
Create a new publisher
Update an existing advertiser
Update an existing publisher
Choose the Swaarm account
You may need to login here as well
Set up the action by matching the data you pulled from the trigger and putting it into the correct fields
Here is an example of creating a new publisher
Field Information:
Only use custom field inputs when needed, make sure to use any drop down pre-filled values or else you may encounter errors. Any * means this is a required field.
Source ID - Unique ID which identifies Publisher. Swaarm uses two identifiers "ID" autogenerated by Swaarm system and "Source ID" which is used to cross reference external entity
Company* - Name of the Publisher
Status - You should set this to active if you want your publisher ready to send traffic once they are automatically created
Account Type* - select the account
Address* - Input the address of the company
Country* - You can select the country based on initials: "DE - Germany"
Tax Number
Is API Publisher - If the Publisher will connect to your API then set as True
Account Manager - You can only pre-select account managers registered on your Swaarm platform
Sales Manager - You can only pre-select sales managers registered on your Swaarm platform
Test Action
Click test and continue button, and then go over to Swaarm and you should see a new Publisher created
You can check this by going to the Publishers Overview page and sort the Publisher ID's in descending order
If the Publisher was not created, go back and check the fields and make sure you are not inputting custom values in fields with pre-generated lists
Publish your Zap
You should see that a publisher was sent to Swaarm and afterwars you can click Publish Zap and Turn On and your new Zapier & Swaarm integration is live
