The Top 5 Zapier Integrations for Manifestly Checklists
If you’re not a developer but want to use Manifestly with other apps, our Zapier Integration is for you.
If you use Manifestly, you probably have workflows in other cloud-based apps, too. To help you Never Miss a Thing, we’ve combined the power of Manifestly with over 750+ other apps using Zapier.
Simply put, Zapier connects the apps you use every day to Manifestly. We’ve made it easy to integrate with your favorite cloud services, such as Salesforce, Stripe, GitHub, GMail, and many more, without writing a single line of code.
Here are a few examples of how Manifestly + Zapier can work for you:
Automatically start a new checklist run from an email or text message.
If you frequently receive emails that require a recurring checklist to start, you can set up rules to do this automatically. With this integration, it’s easy to automatically start a new checklist run from specific email subjects or contacts in your email account.
Learn More About the Manifestly + Gmail Integration
Automatically start a new checklist run when you enter a new lead in Salesforce.
Following up with leads or gathering more information is crucial for your CRM to be effective and earn new business. We’ve seen many of our users utilize Manifestly to on-board new clients or customers. With this integration, you can start a new checklist run whenever you enter a new lead into Salesforce.
Learn More About the Manifestly + Salesforce Integration
Automatically start a new checklist run for a GitHub release.
Testing your code before you launch an upgrade is crucial for post-launch success. With this integration, you can start a new checklist run whenever an issue is opened in GitHub.
Learn More About the Manifestly + GitHub Integration
Automatically start a new checklist run for a Mailchimp email campaign.
Sending successful marketing emails with high open and click-through rates helps your business grow. With this integration, you can start a new checklist run whenever you create a new Mailchimp email campaign.
Learn More About the Manifestly + Mailchimp Integration
Automatically start a new checklist run for a failed payment in Stripe.
Getting paid by your clients keeps the lights on and the bills paid. With this integration, you can start a new checklist run whenever a payment fails in Stripe, ensuring you get everything resolved.
As you can see, one of the most common use cases is automatically creating a checklist run based on an action. To do this, simply follow these five steps:
- Set up an Account with Zapier, it’s free!
- Create a Checklist Template in Manifestly that you want to run automatically.
- Create a Trigger. A trigger is an event that instigates another action. The trigger might be something like, “A New Issue in Jira” or “A Failed Payment in Stripe.”
- Define the Action: Simply select the template you created earlier and set up your “Zap” to Create a New Checklist Run when the trigger is activated.
- Double check to make sure your “Zap” works. Zapier will look out for the trigger and start the Checklist Run automatically.
But wait, that’s not all!
You can also use Zapier to update your other cloud-based systems when a checklist is completed.
To get started with Zapier Integrations, check out some of our pre-built zaps, or, you can build your own.
If you need any help setting up a Zapier Integration in Manifestly, let us know! We would also love to hear how you’re making Manifestly work better for you and your team, feel free to shoot us an email or leave us a comment below.
