Zapier allows you to connect isofy with other apps using:

Triggers: Events in isofy that send data out (e.g., guest login sends data to HubSpot).

Actions: External events that send data into isofy (e.g., new Google Sheet entry adds a user to the dashboard).

Each client uses a unique API token to securely link data to their site.

Instructions to Create a Zap

Step 1: Go to Zapier and sign in or create an account

Step 2: Create a Zap

• Click the + Create button in orange, then Zaps

Step 3: Set up a Trigger

• Choose your trigger app (e.g., Google Sheets)

• Select a trigger event (e.g., “New Spreadsheet Row")
• Connect your app account

• Select the Spreadsheet and Worksheet for your Trigger

• Test the Trigger to ensure it's working

Step 4: Set up the Action

• Choose isofy as your action app

• Select an action event (e.g., “Add Member” or “Add Network”)

• Connect your isofy account using your API key
  • If you do not have an API key email support@isofy.tech to request one

• Map the data from isofy to the appropriate fields

• Test the action to ensure it works as expected

Step 5: Name and Publish

• Give your Zap a clear name
• Click “Publish” to activate it

Visit the Zapier Help Center for more info.