Expiry Alerts With Zapier

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Table of Contents

Overview

This Zapier integration for expiry alerts enables you to receive Zapier triggers that can be used to automate actions such as updating a Google Sheet or calendar, sending email notifications, or performing any other action supported with other Zapier integrated apps.

The triggers are sent a couple of days before upcoming dates arrive.

Setting up the Zap trigger

To set it up, in your Zap editor, select the “Expiry Alert in Ventipix Asset & Inventory Manager”.

After that choose the account to authenticate with, then click on Continue.

On the next step, choose the custom fields you’re using.

Under the Service field, choose either Assets, Inventory or Work In Progress, depending on where the upcoming date is.

Under the Date Field field, choose the custom field that’s used to capture the upcoming date.

Under the Number of Days field, enter how many days in advance of the upcoming date should the trigger be executed.

Continue to the Find Data step. On there click on the Test & Review button. Zapier will attempt to retrieve sample data from your account that matches the trigger conditions.

You may, therefore, need to set up sample data within your account, if nothing was found. The sample data must meet the condition for the trigger, i.e you would need to set up an asset, inventory, etc, with an upcoming date.

If Zapier finds data, you will be presented with samples to choose from.

Setting up a Zap action

At this point, you would have reached the end of the trigger setup. You now need to set up an Action i.e what should happen when the zap is triggered.

The action can be anything useful that you want. In this guide, we’ll set up an action that automatically creates a new event in a Google Calendar.

Click on the (+) button to add an action.

Search and choose Google Calendar. Thereafter, choose Create Detailed Event as the Event Action.

Click on Continue, then choose the Google account to authenticate with.

On the  Customize Detailed Event step, choose and enter the relevant details.

Map data from the trigger by clicking on the button at the end of the fields.

Once the customization is complete, continue to the next step to test the zap.

After the test is successful, you can turn the zaps on or create further actions that meet your needs.