Use Zapier to create multi-step workflows to chain as many actions as you want to a single Trigger. The example below triggers 2 actions in 2 different apps whenever an order is sold to your specified Universe event: adding a subscriber to a MailChimp list and creating a new contact on Salesforce. Please note that steps may differ based on the action apps you choose. 
1. To get started, click here to go directly to the Multi-Step Zaps set up page and log in to your Zapier account. For a general guide on getting started with Universe and Zapier, click here.
2. To get started creating your multi-step workflow, name your Zap in the fields located towards the top left of your screen.
3. Next, choose Universe as your Trigger App by searching for it in the search bar provided. Once found, click on it.
4. Once Universe is selected as your Trigger app, choose your preferred Trigger from the options provided.
The Ticket Sold option will trigger when a purchase has been made through Universe and contains Attendee information, such as name, email and any custom questions you may collect.
The Order Sold option will trigger when a purchase has been made on Universe and contains Buyer specific information and any custom questions you may collect from them. Buyer information is collected once per order.
5. If your Universe account is not yet connected to your Zapier account, you'll need to do so by selecting the 'Connect a New Account' button to log in and authorize the connection. Once you've done so, you can test the connection. Once the test is successful, click 'Continue'.
6. Select which listing you would like to watch for new orders. To set up notification for more than one Universe listing, select the '+' button to add another listing. Click ‘Continue’.
7. Test your connection with Universe, then click on ‘Fetch + Continue’. Once your test is successful, click ‘Continue’.
8. Choose your preferred Action app. In this example, MailChimp is selected. Select the app and click ‘Save + Continue’.
9. Select the desired action of your Action app from the options provided. Click 'Save + Continue'.
10. Connect your MailChimp (or Action App) account if not already connected.
11. Once your action app has been connected, you'll be prompted to further set up / customize the action (ie: set up a subscriber). To do so, fill in the fields with your desired preferences and click 'Continue'.
12. Test the Action. Once successful, select ‘Add a step’.
13. Next, you'll be prompted to choose another Action app to be added to your multi-step workflow, as well as your preferred Action for your selected app. In this example, Salesforce is selected as the second app.
14. If needed, authorize access to your account.
15. Test the connection. Once it is successful, click ‘Save + Continue’.
16. Set up and customize the Action by filling in the required fields.
17. Test the Action. Once successful, select ‘Finish!’.
For any further questions, check out Zapier's help center
Create A Multi-step Workflow Using Zapier
Comments
0 comments
Article is closed for comments.