Connect Apps to Samepage through Zapier

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Overview

Connecting Your Samepage Account

Connecting Apps to Samepage

Disabling a Zap

Deleting a Zap

All users can connect third-party apps to Samepage through our Zapier integration. When you connect an app to Samepage, you can automate updates to any Team Chat or Page Chat you choose. This enables each team to stay informed of events that matter to them, without having to leave Samepage.

Something to know before you start:

Connecting apps in Zapier is called "making a Zap." It involves two components: a Trigger to start and an Action to perform. For example, if you want to be notified of new survey responses, SurveyMonkey is the trigger app and Samepage is the action app.

Note: Currently, you can only select Samepage as an action app.

Once you sign up for Zapier (it's free!) you're ready to connect your Samepage account.

1. In Zapier, select "Connected Accounts," then enter Samepage in the [Connect a new account] field.

2. You'll see a pop-message to log in to Samepage. Confirm that yes, it is you.

3. If you belong to more than one organization, select the organization you want to connect.

4. Allow Zapier to connect with your Samepage account.

5. Optional but recommended step: Select "Test" to make sure your account is connected. If it's a success, you've connected your Samepage account! You can now start connecting other apps to Samepage.

1. Select "Make a Zap" or "Make a New Zap."

2. Set up the trigger by following the prompts in Zapier.

Choosing a trigger app depends on what you'd like to get notified about in Samepage. You can check out ideas on apps to connect to Samepage (called "recommended zaps") here.

3. Set up the action.

Choose Samepage as the action app, then select desired action - post a page chat or team chat message.

To Post a Page Chat Message:

Select the Team or Sub-Team, Page Name, and Message you'd like to post to Page Chat. Be sure to click the drop-down menu to the right of each field for more options. Click "Continue."

To Post a Team Chat Message:

Select the Team or Sub-Team and Message you'd like to post to your Team Chat. Be sure to click the drop-down menu to the right of each field for more options. Click "Continue."

Once you finish the steps in Zapier, you can name your Zap and turn it on. Your team will start receiving automatic updates of events right in Samepage!

Disabling a Zap

1. In Zapier, go to your dashboard (click on Zaps).

2. Go to the Zap you want to disable, then switch to "off."

1. In Zapier, go to your dashboard (click on Zaps).

2. Go to the Zap you want to delete, then click the drop-down menu.

3. Click "Delete," then click "Really delete."

For more on Samepage integrations, visit our integrations page.