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Zapier

Overview

By using Zapier you can integrate over 1000 applications with OpenAsset!

For example, you can:

  • Create a new project in OpenAsset every time you create a new deal or opportunity in Salesforce, CosentialMicrosoft DynamicsHubSpot CRM or Zoho CRM
  • Backup any new file uploaded to OpenAsset to Dropbox, Google Drive, Box or OneDrive
  • Upload images to OpenAsset when you pin to a chosen Pinterest board or share a photo on Instagram, Facebook or Flickr (and automatically make a note of where you found the image so you can avoid copyright headaches)
  • Get an email or Slack message when a new project is created, prompting you to fill in key information such as the location on Google Maps
  • Upload videos to OpenAsset you've distributed on Wistia
  • Create a new project in OpenAsset when you create a new project, folder or board in Trello, Jira, Asana, Basecamp, Wrike or monday.com
  • Create an employee in OpenAsset when someone new joins your company and you add them to BambooHR
  • Save a list of newly created projects in OpenAsset to a Google Sheets spreadsheet
  • If you're using OpenAsset to manage event photos, you could create a new project each time you create a new event in Eventbrite or Meetup
  • If you're using a Content Management System (CMS) such as WordPress to build your website, you can transfer images and videos to and from OpenAsset
  • If you're a software developer and wanting to save marketing resources or screenshots for a project, you could add a new project to OpenAsset whenever you create a new repo in GitHub or Bitbucket

Getting started

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

Step 1) Use the invite link

We won't be charging extra for OpenAsset integrations via Zapier, but they 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/

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Step 2) Create a Zapier account

You can create an account for free!

 

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Step 3) Create your first Zap

The following will walk you through the process of creating a zap that send an email whenever a new project is created in OpenAsset.

 

https://zapier.com/app/editor/template/31878

 

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This could help remind you to add key information to a project after it is created, such as setting the project location or applying keywords. By default, the email message also contains a handy link for quickly uploading some new images to the project.

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Try out some other great integrations

CRM / ERP

File Storage

Images & video

Website / CMS

HR

Software development

Project management

Social media

Communication (messaging)

Documents

Events

 

 

FAQ

1) Is it free to integrate via Zapier?

We won't be charging extra for OpenAsset integrations via Zapier. Most Zapier integrations can be used for free, but a small number of Premium Apps require a paid Zapier account. However, if you do need one, paid accounts start pretty cheap at only $20/month.

 

2) I log in to OpenAsset using Single Sign-on, how do I enter my username and password into Zapier when creating a connection to my OpenAsset system?

You'll need to create a "service account" in OpenAsset that you can log into with a username and password.

e.g.

  1. Create a new OpenAsset user with username such as "zapier_integration"
  2. Choose a password
  3. Add the user into a group with sufficient permissions for your integration
  4. Use the account when connecting Zapier to OpenAsset

 

3) I'm having problems with Zapier, can you help?

Sure, please send us the information outlined in our Zapier Troubleshooting page.

 

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