Zapier acts as a bridge between two systems, empowering users to automate data transfers from one system to another.
You can easily use Zapier to quickly set up a workflow that automatically transfers information from one platform to another without you having to think about it.
In this article you’ll learn how to connect your Zapier account to your Docket account.
If you’d like to learn how to set up a Zap once Zapier and Docket are connected, click here.
Before You Start
Here are a few things to know before you continue:
- You must be on Docket's Pro plan in order to use this integration.
- We recommend that only the Account Owner(s) or main Office Admins(s) connect Zapier to your Docket account.
- You must have a Zapier account already set up in order to connect it to Docket. Click here to set up a free account with them.
- There are only two actions the Zapier integration can automate: Create Lead in Docket and Create Customer in Docket.
Accessing the Zapier Integration
To get to the Zapier integration in your Docket account, follow these steps:
- Click on Account at the very bottom of your left-hand menu.
- Click on Settings at the top of the page.
- Click on Integrations right underneath.
- Scroll down to the Zapier integration card.
Once you’ve located the Zapier integration card, you’ll begin the connection process.
Connecting Zapier to Docket
Because Docket is in beta as a Zapier app, there are three steps to connecting the platforms:
- Accepting an invite to use Docket on Zapier.
- Generating a Zapier API Key in your Docket account.
- Adding the Zapier API Key to your Zapier account.
Accept the Invite to Use Docket on Zapier
You may have noticed that you can’t search for and find Docket’s app in Zapier’s app directory. This is because Docket’s app is in beta with Zapier and requires users to accept an early access invitation.
To accept the early access invite, follow these steps:
- Log into your Zapier account.
- Click on this link to open the invitation.
- Click on the “Accept Invite & Build a Zap” button.
Zapier will automatically enable access to Docket’s app within your Zapier account and you can move onto the next part!
Generate Zapier API Key in Docket
After you’ve accepted the early access invitation, you’ll need to generate an API Key in your Docket account. That Key will be used in your Zapier account to officially connect your Docket account.
To generate your Zapier API Key, follow these steps:
- Find the Zapier integration card on Docket’s Integrations page.
- Click on the “Generate API Key” button at the bottom of the Zapier integration card.
After you’ve generated your API Key and copied it, you’re ready to complete the final step!
Add API Key to Zapier
After you’ve generated your API Key for Zapier, the last step to complete is using the API Key to connect your Docket account to your Zapier account.
TIP: Make sure you’ve already copied your API Key because you’ll need it towards the end of this process!
To connect Docket to Zapier, follow these steps:
- Go to your Zapier account in a different browser tab or click on the “Open Zapier” button from the Zapier integration card in Docket and log in.
- Hover over the toolbar to the left of your Zapier account and click on “+ Create” at the top.
- Click on “Zaps” from the drop-down list that appears.
- Click on the Action box that appears.
- Search for Docket in the search bar that appears and click on “Docket Invite”.
- Click on the Zapier logo in the top left corner.
- Click “Save draft” from the prompt that appears.
Please Note: If you don’t set up a temporary Zap with Docket as the “Action app”, you won’t be able to finalize your connection between Zapier and Docket.
- Hover over the toolbar to the left of your Zapier account and click into the Apps section.
- Click into “Other apps” to confirm that you have Docket (1.0.0) listed.
- Click on “+ Add connection” in the top right.
- Click on Docket from the list that appears.
- Paste your Zapier API Key (found in your Docket account) into the box that appears.
- Click “Yes, Continue to Docket (1.0.0).
Zapier will close the prompt that appeared and refresh your apps page to confirm the connection. You’re now able to create a Zap!
Please Note: We recommend that you go to the temporary Zap created earlier and continue to set it up instead of deleting it.
If you delete the temporary Zap before creating an active Zap with Docket as the “Action app”, you’ll lose the connection you just created between Zapier and Docket and you’ll have to readd the API Key.
For more information on creating a Zap, click here.
For more information on this integration, check out our Integration FAQs article!
If you have any questions, please reach out to our Support team through the blue chat widget on the bottom left of your account or by sending an email to firstname.lastname@example.org!