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Make your GO Smart data work for you behind the scenes with your new API key! We recommend using Zapier, a cloud-based API, to connect your GO smart data to thousands of other programs. 

With this tutorial, you will create a zap that will generate an internal email whenever an application is submitted.  We will use a gmail account, but you can swap in a different email or message service (like Slack or Outlook) to follow along with these directions.

Because GO Smart allows you to create a Status Mailer when an application is submitted and allows you as the admin to be copied on it, a zap like this might only be desirable if you want to receive the notice without sending your applicants a status mailer. You can also set up a similar internal email when an applicant registers or updates their profile, if that would be more useful.

Take a second to learn some of the basic Zapier terminology before you jump in.

1. Navigate to Zapier and sign up or login with your zapier credentials.

2. Click the orange Make a Zap button in the top right corner of the screen.

TRIGGER STEPS

3. Choose your trigger app by typing GO Smart into the search field and click it

4. Choose your trigger by selecting “Application Submitted” from the list of available options and click Save + Continue

5. Select your GO Smart agency site from the connected accounts and click Save + Continue

6. Test your step. You may see a Hints section that will walk you through setting up some sample data. Click through the hints or click Continue.  Complete your test by clicking the Fetch & Continue button.

7. If your test was successful, click Continue

ACTION STEPS

8. Choose your action app by searching for Gmail and clicking on it. 

9. Select your action by clicking on “Send Email” and click Save + Continue.

10. Connect your gmail account to Zapier by clicking Connect and entering your gmail credentials when prompted. Again, if you do not use gmail, swap it out in these instructions for the email service provider you use. Test the connection by clicking Test.  If successful, click Save + Continue.

11. Set up the template by selecting the items you want to populate in your email. You’ll see the items listed below.  

12. Test this step by clicking Continue after completing your settings and then click the “Send Test to Gmail” button.

13. If all was successful, go back to your Zapier setup and click the “Finish” button

14. Name your zap, we called ours “Send Gmail for Submitted Apps”, and turn it ON

**Remember that this is only proactive with NEW triggers and actions.  All of your previously-submitted applications will NOT create an automatic email.

See this tutorial with images here!