Create a Zap with SuperOffice CRM

As an example, we’ll create a Zap that triggers when a sale is marked as sold in SuperOffice.

Define trigger

  1. Click Make Zap.

  2. For trigger application, select SuperOffice CRM.

  3. Choose a trigger and click Save + Continue.

    For our example, select Sale Changed.

    Select SuperOffice CRM Trigger -screenshot

    🛈 Tip
    Click Show less common options to see all available triggers.

  4. Select which tenant (database) you want to link:

    • Select one of the listed accounts.
    • Or, click Connect An Account to choose another tenant.

    Select SuperOffice CRM Account -screenshot

  5. Click Save + Continue.

  6. Select the change (event) that should trigger this Zap. The options depend on which trigger you selected earlier.

    Set up SuperOffice CRM sale -screenshot

    For our example, select Sale Status Changed To Sold.

    Sale Status Changed To Sold -screenshot

  7. Click Continue.

  8. Choose a sample to use when setting up the Zap and its action.

    • Pull in actual data from the SuperOffice tenant.
    • Or, click Skip this step to use a default sample provided by SuperOffice.

    Pick A Sample To Set Up Your Zap -screenshot

    For our example, click Skip This Step.

  9. Review the selected sample. Click the arrow to see more information in the sample text.

    • Continue with the selected sample.
    • Or, try to pull inn a sample from your tenant.

    For our example, click Continue With Default Sample.

    This step was skipped -screenshot

You are now finished with the Trigger step and can continue to the Action step that you have chosen.

Define action

Choose an Action and/or a Search step - this means where the updated sale information from SuperOffice CRM should end up.

Almost finished here! -screenshot

Troubleshooting

Problems when pulling in data samples

Issue connecting Zapier to SuperOffice -screenshot

If you are unable to connect and pull data samples from SuperOffice, the likely reason is that the account you are using do not have the necessary administrator access rights (user rights) to use triggers, actions, and search.

Workaround: Try using a different account with more user rights when you connect to a SuperOffice tenant.

Remember that Zaps can do a lot of “damage” to your SuperOffice tenant, for example by adding a lot of duplicate information, and this is something we aim to prevent from happening.