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Zapier Integration
1. Requirements Overview
2. Navigating the Integration Menu
3. Creating an Account in Zapier
4. Setting Up Your First Zap
5. Editing a Zap

5. Editing a Zap

Making edits to your Zap is easy and allows you to modify the trigger and action or even add new actions. Let's get started!

Step 1: Accessing the Zapier Integration Menu


-Go to the Integrations Menu in your Mobilo account.
-Click the "Configure" button to access your Zaps.

Step 2: Selecting the Zap to Edit


-In the Zapier window, locate the Zap you wish to edit. Your Zaps will be displayed at the top.
-Click on the Zap you want to modify.

Step 3: Editing the Trigger or Action


-To edit the Trigger, click the pencil icon located on the right-hand side of the Trigger section.
You will be prompted to choose whether you want to edit the existing item or replace it.
-Make the necessary changes to the Trigger settings.
-To edit the Action, click the pencil icon located on the right-hand side of the Action section.
Again, choose whether to edit or replace the existing item.
-Navigate through the tabs and make any desired changes to the App, event, account, or email details.

Step 4: Reviewing Zap Setup (Optional)

If you feel confused or need a refresher, you can refer back to the previous videos or support articles and follow the steps as if you were creating a new Zap. Alternatively, if you prefer to start fresh, close the Zapier window and begin again.

Step 5: Adding Additional Actions (Optional)

-To add more actions to your Zap, click the plus sign between the Trigger and Action sections or after the Action section.
-Choose the desired App and event for the additional action.
-Configure the details of the new action, such as creating a calendar event in Google Calendar.
-Sign in to your Google Calendar account and define the relevant event details.

Step 6: Testing and Publishing the Edited Zap


-Test the new or modified action by clicking the "Test Action" button.
-Review the results and ensure everything looks as expected.
-Click the "Publish" button to make the edited Zap live and active.

Recap:


You have successfully edited a Zap using Zapier. You learned how to access the Zapier Integration Menu, select and modify the Trigger and Action, and even add additional actions. Feel free to continue exploring and automating your workflow with Mobilo and Zapier. Stay tuned for more videos and articles to enhance your automation skills further. If you need further assistance or have any questions, please reach out to our support team at support@mobilocard.com

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