Linking your Client Diary data to Zapier empowers you to automate your data across 5,000+ apps.
Perhaps you have a specialized app you wished Client Diary could talk to? If so, there’s a good chance it can by using Zapier to link your clients to any other app supported by Zapier.
Click here to see what apps you can connect Client Diary to via Zapier. https://zapier.com/apps
Read the instructions below to learn how to link Client Diary to Zapier.
First, Ensure you have a Zapier account
To create a Zapier Account, Click Here.
Setting up in Client Diary
Turning on the connection within Client Diary will create a Key that you can use to connect with Zapier.
To do this:
- Enter the My Account Menu
- Select the Add-Ons tab
- Press Zapier under Integrations
The next step is to generate a key to link with Zapier
- Click Generate API Key. This will generate a specific key to your Client Diary account, this will be used to link the apps
- Then tick Active to turn on the Zapier Connection
- Press Save
Now set up in Client Diary, to view an example of setting up in Zaper Click Here.