Read more below on how to set up your automation workflow using Zapier,
and find step by step tutorials on how to connect your web applications - sync your entire workflow and automate for perfect harmony.
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< What does Zapier do?
With the help of Zapier Twona NeXT has become more efficient than ever, forming smooth connections with the external tools you’re already using.
By establishing connections with over 3000 web apps, Zapier is able to automate redundant tasks,
trigger instant notifications, and give you up-to-the-minute updates of changes that take place across your overall workflow - including changes outside of Twona.
Zapier makes it possible for your apps to all work together seamlessly.
Connect with over 3000 external systems, such as...
To see all of the workflow options available, click here.
< What does a connection in Zapier look like?
One action in Twona automatically updates your connected systems:
< Sounds nice, but how does it work?
Zapier creates an automatic exchange of information between Twona NeXT and your apps, through the use of an API Token .
This connection is called a “Zap." For simple connections, there are two steps in setting up your connections (Zaps) between web applications:
1. Selecting a Trigger
2. Selecting an Action
A trigger is the event in a connection that starts the action of a Zap.
Once a Zap is set up, Zapier will monitor for the specific trigger you’ve selected, and kick start your workflow action when that trigger is activated.
Some examples of triggers can be seen below:
Twona: New project created, a new version uploaded, a change in workflow, etc.
Other application: A new card is added in Trello, an email is received with a specific title or label, a new task is added in Asana.
An action is the event that completes the Zap, and is the result of the above trigger. Some examples of actions can be seen below:
Other applications: A new file is added in Google Drive or Dropbox, a row is updated in the spreadsheet of your choice, a Zoho invoice is created.
Filtering, Formatting, Delay, Compounding
Filters, delays, or formatting can go in between or after an action and a trigger to make Zaps more pinpointed
by giving a Zap extra instructions to follow. These options can be powerful additions to your workflow that give you the capacity to fully customize
the actions of your Zaps. You can read more about filtering, formatting, and more on Zapier’s website.
< Steps to obtain an API Token
To obtain an API token first log in to your Twona NeXT account. In the top right corner you will see your user ID. Click on the downward facing arrow to open the settings menu.
Once the menu is open, select System settings.
At the bottom of the System Settings window, you will see the option to access your API tokens. Click API Tokens.
Here you can view all of your active tokens and add a new access token. To add a new access token, click on Add a New Access Token in the top right corner.
Once you have clicked Add a New Access Token you will be given the option to generate a new token.
To obtain your token first add a brief description of its use (for example “Zapier setup”).
If you intend to use Twona NeXT as a Trigger exclusively in your Zapier setup, then check the Read Only box. Otherwise leave the box unchecked.
If you are unsure how your Zaps will be set up,
you can read more about the difference between Triggers and Actions on the Zapier website.
Click Save to finalize your token information
After generating your token you should see it listed via its description under Personal Access Tokens. Here you have the option to deactivate or copy your Token.
Click Copy to copy your unique token ID. After clicking copy your token ID will be ready to paste.
<Have more questions?
Integrating your Twona NeXT workflow with your existing systems can at times feel complex. But don’t worry: we are here to help!
Get in touch with our support team for assistance or read more about Zaps on Zapier’s website and check out the links below: