NexaLink and Zapier Integration Guide
This guide will help you integrate NexaLink with Zapier, enabling seamless automation of tasks. Follow the steps below to set up your NexaLink trigger and automate workflows with your preferred action apps.
Step 1: Sign in to Zapier
1. Go to [Zapier.com](https://zapier.com) and sign in with your account. If you don't have an account, create one by following the on-screen instructions.
Step 2: Create a New Zap
1. Once logged in, click on the “Create Zap” button on the dashboard. This will allow you to create a new automated workflow.
Step 3: Select NexaLink as Your Trigger
1. In the “Choose App and Event” section, search for “NexaLink” in the app search bar.
2. Select “NexaLink” as your trigger app.
3. Choose the specific event you want to use as a trigger (e.g., new contact added, card shared).
Step 4: Connect Your Account Using the API Key
1. Click “Sign in to NexaLink” and a pop-up will appear asking you to connect your NexaLink account.
2. Enter the API Key provided to you in connection request
3. Click “Yes, Continue” to connect your account securely.
> Note: Keep your API key confidential and do not share it publicly.
Step 5: Configure Trigger Settings
1. After connecting your account, you may need to configure additional settings for your trigger. This could include setting filters, selecting specific data types, or choosing event options.
2. Adjust these settings according to your workflow needs.
Step 6: Add an Action to Your Zap
1. Click on the “+” icon below your trigger to add an action step.
2. Search for the action app you want to use. This could be another third-party app (e.g., Google Sheets, Slack) or another event within NexaLink.
3. Select your preferred action app and event type.
Step 7: Set Up Action Step
1. Map data from your NexaLink trigger to the fields in the action step. For example, if your trigger is set to capture contact details, map the contact name, email, and phone number to the corresponding fields in your action app.
2. Customize the action settings as required by your workflow.
Step 8: Name, Save, and Turn On Your Zap
1. Name your Zap by clicking on the “Name Your Zap” section at the top of the screen.
2. Click “Save” to store your Zap.
3. Flip the switch at the bottom of the screen to “Turn On” your Zap. Your workflow is now active and will run automatically when the trigger conditions are met.
