# Zapier

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Boomerangme + Zapier video tutorial
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Zapier is a cloud-based platform for creating application business logic and setting up integrations without code. There are over 5,000 apps in the Zapier catalog.

To create an automation, you need to have a Zapier account. You can go to the Zapier page from your Boomerangme account: go to the integration section and find "Zapier", click "Connect".&#x20;

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F8SSCQY9WBU4kZtrN5b9O%2FScreenshot%20at%20Jul%2031%2014-01-55.png?alt=media&#x26;token=dce8ca5b-e7f7-46f7-b12c-a4799905fd52" alt=""><figcaption></figcaption></figure>

Sign in or create an account.

On the main page of your Zapier account, click "+Create a Zap"

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FqywQBhji595CVWwktLhe%2FScreenshot%20at%20Jul%2026%2009-04-29.png?alt=media&#x26;token=9f48a010-ad46-4558-964b-5e57afd698b4" alt=""><figcaption></figcaption></figure>

On the automation creation page, in the upper left corner, you can enter a name for the automation. Automation steps will be displayed in the center. Automations in Zapier start with a trigger - an event that starts a chain of actions. The second and next steps are the actions that happen on our trigger.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FsCJuRdkkNb4ZwQPFhKnE%2FScreenshot%20at%20Jul%2026%2009-05-29.png?alt=media&#x26;token=8bcbf73c-3c43-4f15-bc0e-dd0687a4f753" alt=""><figcaption></figcaption></figure>

Click on Trigger, find the Boomerangme application in the modal window. Select the desired event (our trigger) from the dropdown list and click continue.&#x20;

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fd0QY725EBKRFpjNL5YHR%2FScreenshot%20at%20Jul%2026%2009-10-19.png?alt=media&#x26;token=1dfc56ed-f3d9-466f-a935-666223799a1c" alt=""><figcaption></figcaption></figure>

Now we need to connect our Boomerangme account. Click Connect New Account. Paste the Api Key from our personal Boomerangme account into the model window and click continue.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FF9ulhgQGsgR9VjoR4JsG%2FScreenshot%20at%20Jul%2026%2009-12-34.png?alt=media&#x26;token=63efa7be-044d-43c7-99c0-d0fc390cf6ad" alt=""><figcaption></figcaption></figure>

Then the test trigger (in our case New Customer) and all information about it will be displayed in Zapier.&#x20;

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FjOPuJIrcDe7anhcpaDFB%2FScreenshot%20at%20Jul%2026%2009-25-18.png?alt=media&#x26;token=dfecb24b-4e4e-4aea-a2f6-3a303ea817a2" alt=""><figcaption></figcaption></figure>

Click "Continue" and now set up the action. Select Boomerangme from the application list.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F3hWKqiBhdxLzBpFxitju%2FScreenshot%20at%20Jul%2026%2011-06-00.png?alt=media&#x26;token=9db2d2cf-6939-4b54-8606-89f09cef0fa5" alt=""><figcaption></figcaption></figure>

Select an action from the drop-down list, such as "Issue card". Click Continue.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FRSy1rMffcCq1w90VD6H1%2FScreenshot%20at%20Jul%2026%2011-06-23.png?alt=media&#x26;token=3f4514c5-6055-466b-ab32-fe482ac0a4ab" alt=""><figcaption></figcaption></figure>

In the "Account" section, the account is already connected, so click "Continue".

Fill in the required fields. Select "Template ID" from the drop-down list and map to the "Customer ID" field.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FBNEv1eaZ07GzTtJVczFE%2FScreenshot%20at%20Jul%2026%2011-43-23.png?alt=media&#x26;token=fc616b94-eb41-4f8e-9376-8753398f14df" alt=""><figcaption></figcaption></figure>

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F6nchyr8QQLoewhuomKmF%2FScreenshot%20at%20Jul%2026%2014-21-57.png?alt=media&#x26;token=8d8e7e67-643f-4113-aba1-cd86fd4880a6" alt=""><figcaption></figcaption></figure>

Let's do a test action. We see that the "Card Issue" data has appeared. They can be used in the next automation steps.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F707A4x6OZdHFImZnHVWx%2FScreenshot%20at%20Jul%2026%2014-24-51.png?alt=media&#x26;token=97b0da00-77c3-4a73-a425-3f6d28dc4a02" alt=""><figcaption></figcaption></figure>

To add the next action, you must click the "+" at the bottom of the last automation action. Similarly to the previous step, select an action (in the screenshot "Card Add Stamp"), an account, fill in the required fields.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FZkAyuH8GZ3ZHGACOJ1I1%2FScreenshot%20at%20Jul%2026%2014-29-03.png?alt=media&#x26;token=c8ba5483-eea6-4a7c-8dca-4f83d50a4cb3" alt=""><figcaption></figcaption></figure>

The "Card Id" field is mapped to the field from the "Issue card" step. Fill in the Stamps field manually. The Comment field is optional. Click continue and then test.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FZIPLENn5X7bKWqIiOOqW%2FScreenshot%20at%20Jul%2026%2014-31-46.png?alt=media&#x26;token=2b9fbee9-362c-44ab-b6da-2658451eb7ab" alt=""><figcaption></figcaption></figure>

You can add more actions to this automation. For example, you can create an action to send an SMS with a link to install a card. For this, you can use SMS by Zapier, Twillio or others. After completing the automation setup, click "Publish". Done! We created automation in Zapier with Boomerangme.

### **Branding in Integrations**

Integrations in the **Add integration** section always include some level of Boomerang branding. This branding is part of how these integrations work, and it cannot be changed or removed.

Integrations in the **Apps setup** section are different. These integrations do not include any Boomerang branding and work without any visual Boomerang elements.
