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ⱱ Admin




Why?


Hundreds of thousands of people love Zapier, and who wouldn't! And now you can integrate Zapier with Whale. Get your favourite apps linked up with Whale!


 How?


Whale's Zapier page: https://zapier.com/apps/whale/integrations


Example case: How To set up the Zapier integration with Traction Tools.


Go to your settings -> Workspace Management.

  1. At the bottom of the page, you will see Integrations -> Zapier.
  2. Click Generate Token, and you will see the following popup. Keep this popup open because you will need the workspace (tenant) name and Token to set up the Zaps.

     
  3. Go to Zapier and select the apps to connect. After selecting the apps, you can choose the actions as you see in the screenshot below:
  4. Click Try it. You can follow the instructions on the Zapier website to connect your Whale account and Traction Tools account. (Use the workspace/tenant name and Token from Step 1 for Whale and use your Traction Tools credentials to connect with Tractions Tools.)

  5. The same thing goes for Teams; you can select the two apps and actions you want to connect between them as below:

 

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