Blog How to integrate InvoiceBerry with Symphony, by AOA using Zapier

How to integrate InvoiceBerry with Symphony, by AOA using Zapier

You can sync your data in InvoiceBerry to your Symphony, by AOA account using Zapier by following the below steps:nnIn Zapier, start creating your Zap by choosing to connect InvoiceBerry to Symphony, by AOA.nnAs a trigger, you can choose when a New Client is added in InvoiceBerry, to Add this Contact to a List in Symphony, by AOA.nnFinally, create the Zap.nnnnIn the trigger setup, you need to connect your InvoiceBerry account by adding the API key and password.nnnnYou can find your API key and Password in InvoiceBerry by going to Settings -> Main settings.nnnnFrom the Integrations tab, copy your API key and password and paste them in ZapiernnnnOnce done, you are ready to test your trigger.nnWhen the test is successful, data from InvoiceBerry is displayed.nnnnNext, you need to set up your Symphony, by AOA action.nnnnTo connect your Symphony, by AOA account, you can find your API key from Settings -> API integration.nnnnOnce connected, choose a list in Symphony, by AOA and map your fields.nnnnThen, test your action.nnWhen the test is completed successfully, your contact should be added to your Symphony, by AOA list.nnnnFinally, publish your Zap.n

[lore_button label=”Get Started” link=”app.aoaassociates.com/Login” size=”regular” style=”default”]

Leave a Reply

Your email address will not be published. Required fields are marked *

Related Post

Website Tracking SetupWebsite Tracking Setup

http://help.aoaassociates.com/wp-content/uploads/2017/09/Chapter-1-4-Website-tracking-setup.mp4 nnTo track the engagement of your contacts on your website, you must add your Website URL to the platform in order to generate a custom tracking code for your

Managing your contactsManaging your contacts

http://help.aoaassociates.com/wp-content/uploads/2017/09/Chapter-2-2-Understanding-contact-activity-tracking.mp4 nnYou can manage all your Contacts, Lists and Audiences from one page by going to Contacts –> All Contacts. On this screen you can view and search all your contacts and filter them by List or Audience name