How to connect Assessment Generator + RepCard
Zapier lets you send info between Assessment Generator and RepCard automatically—no code required.
When this happens...
New Lead or Customer
Trigger when a new customer is created.
automatically do this!
Create Lead or Customer
Creates a new lead or customer.
- New ResponsesTriggers on new responses when a user takes an assessment.Trigger
- New Lead or CustomerTrigger when a new customer is created.Trigger
- Create Lead or CustomerCreates a new lead or customer.Action
- Send CardSends a new card to customer.Action
- Find CustomerFinds an existing customer.Action
- Find UserFinds an existing user.Action
- Find or Create CustomerSearches for a customer, and if not found, creates a new one.Action
- Step 1: Authenticate Assessment Generator + RepCard.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.