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Cosential

Overview

Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Cosential with OpenAsset in countless different ways!

For example, you can:

  • Create a new project in OpenAsset when a opportunity stage changes to "closed".
  • Update project fields in OpenAsset with key data from opportunities.

Getting started

It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.

  1. Use the invite link. Integrations via Zapier are currently invite only so you just need to use the following link and click "Sign Up to Accept Invite" https://zapier.com/developer/invite/99942/654acbd18101216dd5b6e46f1a677e55/
  2. Create a Zapier account. You can create an account for free!
  3. The Cosential app in Zapier is also invite only currently, so you will need to also accept the invite at https://zapier.com/platform/public-invite/5072/99fe9bbcdc3fe9ea5addf649684615e5/
  4. Create an integration. Below are some sample integration you could try out.

Sample integrations

Create project when opportunity opportunity stage changes

This Zapier integration will create a new project in OpenAsset when a Cosential opportunity changes to a particular stage (e.g. it is closed / won).

 

It will have a single trigger and action.

Screenshot 2018-12-05 at 15.24.14.png

 

Click on "Make a Zap!"

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Search for Cosential as the Trigger app.

Screenshot 2018-12-05 at 15.29.06.png

 

 

You'll need to click "show less common options"


Screenshot 2018-12-05 at 15.26.50.png

 

 

First, pick the "Opportunity Stage Updated" as the Trigger.

Screenshot 2018-12-05 at 15.30.04.png

 

Connect to your Cosential account.

Screenshot 2018-12-05 at 15.30.36.png

 

 

Screenshot 2018-12-05 at 15.31.46.png

 

You'll need to choose the opportunity stage you want to trigger off.

 

Now add a second step.

Screenshot 2018-12-05 at 15.32.24.png

 

Search for OpenAsset.

Screenshot 2018-12-05 at 15.33.25.png

 

Choose "Create Project" as the action.

Screenshot 2018-12-05 at 15.33.58.png

 

Map the fields. e.g. Cosential opportunity number and name to project code and name.

Screenshot 2018-12-05 at 15.36.04.png  

 

Remember to turn it on after you've tested it.

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