To connect your Zapier account with SyncMate, you have to follow these steps:
Step 1: Open your account. #
Firstly, open your Zapier account. In the top left corner, you’ll get an orange color “Create” (plus sign) icon. Select it.
Step 2: Select Zaps. #
Now, a list will appear; select Zap in the list.
Step 3: Create a trigger. #
Select the trigger, complete the form by filling in the mandatory fields. Click on continue.
Step 4: Test Trigger #
Now, by clicking “Test trigger”, test the trigger you have created. Then, click “continue with selected record”.
Step 5: Search for “SyncMate.” #
You’ll get a search bar. Search for “SyncMate” and click on the “WhatsApp Notification and alerts by SyncMate”.
Step 6: Fill in the fields. #
Now, fill the mandatory fields, and in the account field, you’ll get the “Sign in” button.
Step 7: Sign in #
Create an account on Assistro.
Step 8: Connect your WhatsApp account. #
Connect your WhatsApp with Assistro by following our connection guide.
Step 9: Activate Zapier. #
Now, click on the “Activate” button in the Zapier section.
Step 10: Access Assistro’s account to Zapier. #
Go back to Zapier, then create your action by accessing your Assistro’s account and clicking on the “Continue” button.
Step 11: Fetch phone number or group ID. #
Follow our guide to fetch the phone number or group ID.
Step 12: Fill mandatory fields. #
Now, fill in the mandatory fields to complete the action.
Step 13: Test Step. #
Test the steps you performed earlier.
Step 14: Publish #
Now, publish the zap and you’ll see your zap is successfully working.
