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Connect to Zapier

This guide explains how to connect the Nutrogen platform to Zapier for automation purposes, even without using a custom API connection.

Updated over 2 weeks ago

Steps:

  1. Zapier Account Setup:

    • Ensure you have a Zapier account.

    • Create a new Zap.

  2. Search for Nutrogen in Zapier:

    • Click the plus sign on the Zap to add an action.

    • Search for "Nutrogen".

  3. Select Nutrogen Platform:

    • Choose the "Nutrogen-platform" option from the search results.

  4. Connect the Nutrogen Account:

    • Open up the new Nutrogen action.

    • Navigate to the "Setup" step.

    • Locate the "Account" section and select change.

      • Provide the Client ID

      • Provide the Client Secret

      • Select "Yes, Continue to nutrogen-platform"

  5. Obtain Client ID and Secret from Nutrogen:

    • Navigate to the Nutrogen app.

    • In the left-hand menu, go to "Settings".

    • Select "API Token Management".

    • If you haven't already, select the "Generate New Token" button.

  6. Important Note for Client Secret:

    • The client secret will only be shown once

      • Copy it to a safe place.

  7. Configure the Zap:

    • After connecting the account, configure the details for what you want the zap to do.

    • Select the appropriate trigger event.

      • This should be where the data comes from.

  8. Complete Configuration:

    • Add details like Branch, Initial Selected Package, First Name, Last Name, etc

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