Welcome to the Anthill Guide in which we introduce to you the Anthill Zapier App.
The following document will provide an overview of the Anthill Zapier App.
Connecting Your Account
When you see the following window you will need to copy details from your Anthill integrations area.
To find this, click the integrations link in the navigation bar and then open the Zapier settings link. You will then see the information below which can be copied into the relevant boxes.
Tenant Name = Subdomain
Api Key = Auth Key
Below we will briefly outline the capabilities of the functionality; for further information on a specific Action or Trigger, refer to our specific Zapier Guides or Contact your CSM.
Actions
Actions are things that you can do in Anthill from within Zapier. These include:
1. Create Lead
2. Create Enquiry
3. Create / Update Account
4. Upload Document
5. Update an Account Consent
6. Create Sale
7. Create Issue
Triggers
Triggers are events that have happen in Anthill that you can catch in Zapier to connect to other systems. These include
1. New / Updated Account
2. New / Updated Enquiry
3. New / Updated Lead
4. New / Updated Sale
If you have any other Integration Queries, please visit the Integrations Hub or Contact Us directly.
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