First, you will need a TrackVia and Zapier account. If you do not already have a TrackVia account, sign up for a free trial at http://www.trackvia.com. Once you have built your app in TrackVia, you can begin building your Zap, and Zapier will ask you to link to TrackVia when needed.
When you connect your TrackVia account, Zapier will ask you to name it. The name is just an easy way to remember which TrackVia account you are using. You can link more than one account, so the important thing is that the name is meaningful to you.
After naming your account, you will be taken to the TrackVia website to verify your identity and authorize Zapier to use your data. To do this you will be asked to login to TrackVia with your email address and password, then click “Sign In”.
After signing in to TrackVia, you will be asked to confirm that you want to allow Zapier to use your TrackVia account on your behalf. If you are sure you want Zapier to access your account click “Authorize.”
Rest assured, the information stored in your TrackVia account is safe with Zapier. To read more about TrackVia’s multi-layered, pervasive security go here. To learn more about Zapier’s security features, go here.
Next, Zapier will verify that everything is working as expected. You should see a message verifying that the account is working: