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How to Link Zapier
Updated over a year ago

morningmate x Zapier🎉 (Available in 'Business+')

Various tools provided by Zapier can be integrated into morningmate. Easily collect important information in morningmate by linking the tools you already use, such as G-mail, Notion, Google Calendar, and Spreadsheets, with morningmate!

1.What is Zapier?

Zapier is a service that allows you to automate tasks by linking two different tools by registering ‘Triggers’ and ‘Actions’. The Zapier integration process can be largely divided into three steps.

Tip!

Step 1. Create a Zap: A new integration case

Step 2. Create a Trigger: Conditions that produce results (actions)

Step 3. Action: Result that occurs when a condition called trigger is triggered

ex. When an email comes from person A (trigger), the post is automatically registered in the morningmate project (action)

2. Get started with Zapier

1) Connect

morningmate log in → Profile at the top right → Click ‘Go’ in ‘External Service Integration’ to connect to the Zapier homepage.

Tip!

- You can also ‘Log in’ by directly accessing Zapier (https://zapier.com/) without going through morningmate.

2) Sign up for a Zapier account

Simply select 'Start free with email' or 'Start free with Google' to proceed with the new sign up. If you already have a Zapier account, please log in directly to that account.


3) Link your morningmate account

Search for morningmate.team in Apps on the left side of the screen, then click 'Connect' to enter the morningmate account. Once you log in, your Zapier account and morningmate account will be linked.

Tip!

- This service is unavailable in the Business Basic plan

3. Use Zapier

Step 1. Create Zap

Zap can be understood as ‘linking operations between tools provided by Zapier.’ You can create a new Zap by clicking Create Zap in the upper left corner.

Step 2. Set up Trigger

Click Trigger and select the desired condition (tool). You can think of a trigger as a condition that causes the desired result (action) to occur. This time, let’s select Gmail as the trigger.

1. Event

You can think of Event as a more specific condition. For example, New Email Matching Search is a condition that allows you to receive notifications only for emails containing specific words. 🧐

2. Account

You need to configure which Gmail account you want to retrieve emails from! This step is to connect to the account you are using for the selected service. Click ‘Sign in’ to select the Gmail account to connect and log in.

3. Trigger

Now that you have connected your account, you need to select a condition that will become a trigger. In this connection, we will set it up to only receive emails containing the word 'morningmate'. 🙂

4. Test

Select one of the previously received emails and click Continue with the selected record. If you proceed to the action stage without any problems, the test is complete!

Step 3. Set up Action

You can think of an Action as a result that occurs when a condition called a trigger is triggered. After clicking 'Action', you can select the tool that will produce the result. Since we want to view it as a morningmate, we can search for morningmate, right? (You need to search for morningmate.team in the search bar. 🔍)


1. Event

For Event in Action, you can select how you want this result to be displayed in the morningmate.

Tip!

The list of morningmate actions that can be integrated with Zapier is as follows.

(1) Create Notification Bot

(2) Create Post

(3) Create Schedule

(4) Create Task

To-do/Poll posts are not supported.

2. Account

Similar to the instructions in Gmail, this time click 'Sign in' to connect to morningmate and then log in to your morningmate account.

3. Action

Now select the content to be shown in the morningmate. After setting the ID under which the post will be written, which project it will be registered to, and the title and content of the post, click 'Continue'.

4. Test

Click ‘Retest Step’ to proceed with the final test. If you see the 'true/success' message on the results screen, it means that the test was successful. Click 'Publish' to complete the final integration! 🙌


😎 How easy Zapier x morningmate integration is?

By using various tools to gather really important information into morningmate, you will be able to further increase your work efficiency! For more information on using Zapier, please refer to the link below. ~~🔥🔥🔥

First, how to check new Google survey responses quickly through morningmate. (Link👉)

Second, Gmail, how to automatically set only emails with the specified conditions as morningmate tasks. (Link👉)

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