NeosAI Platinum users can manage and add new Zaps in Zapier from the Neos Integrations tab.
NOTE: You must have at least Enabled permissions to General > Interfaces to access the Zapier integration and be signed in to your Zapier account.
To manage your Zaps:
Navigate to Settings > Integrations and select the Zapier PLAT tab.
Click the Manage My Zaps tab to see a list of all Zaps that you have configured with your Zapier account. You must be logged in to your Zapier account to see your Zaps in Neos.
When logged in to Zapier, your initials will display in the upper right corner. The list of Zaps is user-specific, which means "LR" will only see the Zaps they created in their Zapier account, not a full list that is configured for the firm (if multiple Zapier users are connecting to the same authentication token).
NOTE: To easily manage all Zaps used by your firm, it is recommended to have a single Zapier account used by one staff.
To create a new Zap, click the Create Workflow button. A new screen will open in your Neos tab where you can configure the trigger and action on Zapier's website.
The status of each listed Zap will display (ON or OFF).
To make changes to a listed Zap, click the row of that workflow. A new screen will open in your Neos tab where you can make changes to the selected Zap on Zapier's website.
A history of a Zap's usage can be reviewed by clicking the Workflow history button.
