![]() ![]() ![]() Click Continue again to proceed to the Testing step.Click the Yes, Continue to Zingtree button.You can find your API key from My Account > Organizations & Billing > API & Data. Enter the ID of the tree that will be using the zap you're currently building.Now you'll be asked to sign in to Zingtree.Click into the Event step and choose Get Decision Tree Data and Transcript.In the Trigger step, find Zingtree from the list of apps: Click the Create Zap button at the top-left.In Zingtree, go to Apps & Integrations > My Apps and choose Add Zapier Zap.But if you’re reading this article, you’re invited! The Zingtree Zapier app is currently invite-only. Most of our customers want to send data from Zingtree to another app, so we’ll demonstrate how this is done here. When using Zapier, you create “Zaps.” A Zap has a “trigger,” which is the source of the data, and an “action,” which is where the data gets sent. ![]() Create Trello cards from trees, and include customer notes and session data.Save new customer information in a Google Sheets row.Send data collected in a Zingtree session to Zoho, Highrise, or any other CRM.Here are some cool things you can do with Zingtree and Zapier: In case you haven’t heard of it, Zapier is a tool that simplifies data exchange between various web applications. To find more information check us out at moxo.Our Zapier app makes it easy to send data collected during each Zingtree session to 5000+ applications supported by Zapier. SOCIAL CONNECTORSĬonnect WhatsApp and WeChat to your one-stop app, so your organization can manage interactions taking place between your clients and your business teams on these platforms. Power a transaction corner within your app, so your clients and teams can seamlessly processes transactions, guaranteed safe under the highest security requirements, all through the app. SCREENSHARINGĬommunicate digitally with immersive screen sharing and co-browsing, creating a completely synchronized experience from within your app. To-do lists, designated binders, and scheduling enable detailed project and progress tracking for a streamlined task management system - all in one place. SPOTLIGHT & VISUAL ANNOTATIONSĬreate illustrative visual, vocal, and video annotations on files shared, that help you present exact details for precise and succinct communication. Use Webhooks to connect your other applications & business systems to Moxo. INTEGRATIONSĮnsure seamless workflows throughout your organization, making it even easier to service your clients. Maintain records of all files shared, with categorization and organization. CLOUD STORAGE & VIRTUAL DATA ROOMSĭeliver secure file storage within your app and centralized data workspaces. DIGITAL SIGNATUREĮasily and securely share documents, contracts, and necessary paperwork through your app which can be signed and returned digitally, streamlining service and eliminating lag time. Host and attend real-time video meetings from your app, with visual annotations, screen sharing, and the ability to record any conference for future review and reference. Maintain rigorous security, while delivering an on-demand messaging experience. Send and receive text, voice, and video messages from a secure messaging center within your app. Moxo's Customer Collaboration and workflow Platform can power your branded OneStop Client Portal as a standalone web and mobile app, or as a fluid extension of your existing website, web or mobile app. Your organization and your clients maintain a continuous connection to complete business - with an integrated suite of collaborative and workflow capabilities. Moxo provides OneStop Client interaction Portals to modernize your client interaction workflows. ![]()
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