All Collections
Online Connectors
Connection and features of the Zapier integration service
Connection and features of the Zapier integration service

Learn how to send Orders, Leads, and Customers from marketplaces, lead forms, and other cloud services directly to RemOnline CRM

Amalia avatar
Written by Amalia
Updated over a week ago

Zapier is one service for all integrations, which allows setting up data transfer between all necessary systems in a few clicks.

Zapier supports over 200 applications, including RemOnline. So, you can connect RemOnline with various cloud services and automate your business processes.

Connecting and setting up RemOnline in Zapier

Step 1. The first step is to log in or register a new Zapier account.

Step 2. Connect your RemOnline account to Zapier.

To do this, go to “My apps”. Find RemOnline using the search bar and click Connect”.

It is necessary to enter your API key in the new window, which can be found on the page “Settings > API”. Insert the copied API key and click the “Yes. Continue” button.

Done! RemOnline is connected to Zapier 👍

Setting up zaps with RemOnline in Zapier

Now, you can view the information about what integration options are available for RemOnline. To do this, click on the corresponding button next to the application name.

As a result, you will see the templates of ready-made zaps. You can try to connect one of these zaps or create new ones.

At the moment, RemOnline can only accept data from other services. And from the received data, you can create new work orders, new leads, or new clients, as well as update work order statuses in your RemOnline account.

For example, you can set up the zap so that when your client fills out a Facebook/Instagram lead form, a lead or client is automatically created in RemOnline. And when your client creates a new order on Amazon/Shopify, a new work order for that client is automatically created in RemOnline for further work.

The articles below have detailed instructions on how to set up zaps:

Please note that Zapier is a paid service.

Did this answer your question?