Zapier Integration

Starting from Memento Database 1.6.1, you can use Zapier in connection with Memento to create automated tasks for a great range of third-party apps. Zapier triggers various actions you perform in your Library and activates tasks in other apps or vice versa.

What is Zapier?

Zapier connects the supported apps together. Once you perform a certain action in one app, Zapier sends the correspondent information to another one. It allows you to send emails when you change an entry in the Library, create a calendar event when you add some entry and so on.

Zapier supports more than 1500 apps, and since now Memento is one of them. Also, you may find Gmail and other Google services, OneDrive, Dropbox, Instagram, Slack and many more among the list of supported apps.

The main advantage of Zapier is automation. It helps perform various routine tasks without any efforts from your side. You just need to adjust the triggers and actions once.

The automation is called Zap. Zap is a mix of a Trigger and an Action. Trigger stands for an event that should take place in order to execute a Zap. Action is a process that will be performed automatically. So, if you need to send an email once the new entry is added to the Library, you set a Zap with “Entry creation” as a Trigger and “Email creation” as an Action.

With Memento Database, you have two Triggers: Entry Created and Field Value Changed. The first one allows you to create an automated Action when the new entry is added to the chosen Library, and the second one starts Zap when any field of the entry is edited or added.

Actions available in Memento Database allow you to create or update an entry or to find the one that matches the search criteria.

You may use Zapier for free or you may upgrade to one of the paid plans to get more features. Before you go, you can test the service during the 7-day trial period.

How to connect Memento to Zapier?

Zapier Integration works in beta mode right now. To try it in action, follow the steps below:

  1. Visit the invite link for Memento Database users
  2. Log in to your Zapier account or Sign up if you don’t have it yet
  3. Click Accept Invite & Build a Zap button
  4. Open Memento Database Desktop
  5. Choose Access Tokens option from Account menu
  6. Click Generate Token button and adjust its permissions. You can create a token for a certain Library or for all of them and define whether Zapier will be able to Read entries — get access to their content, Write them — change the content of an entry or Create the new ones Zapier Integration
  7. Click  icon to copy the token
  8. In your personal account at Zapier, go to My Apps section and find Memento Database in the list
  9. Click Memento Database Invite-Only and go to the window that will be opened
  10. Paste the token and click Yes, continue

Now you are ready to create your first Zap with Memento Database.

How to create a Zap?

Once you added Memento Database to the list of connected apps, you are ready to create a Zap. To add new automated action, follow the steps below:

  1. In your Zapier account, click Make a Zap button or Make a New Zap button available at My Zaps tab
  2. Choose Memento Database as a Trigger App
  3. Choose the Trigger type: Entry Created for a Zap that will start when the new entry is added to the Library or Field Value Changed for the one that will start when the entry is edited
  4. Click Save + Continue
  5. Choose the Library from your account and click Continue button. If the Libraries are not showing up immediately, please wait a few moments for the synchronization
  6. You will see the list of entries already added to the chosen Library. Click Continue to go to the next step
  7. The Trigger is successfully set. Click Your Zap currently lacks an Action step. Add one now! link to start adjusting an Action

In the example below, we will link the entry creation to Gmail and will set Zapier to send an email once the new entry is added. To do so, perform the following steps:

  1. Search for an app you want to connect. In this example, Gmail was chosen
  2. On the next step, choose an Action. In this example, Send Email was selected
  3. If Gmail hasn’t been associated with Zapier yet, connect it using the standard Google authorization
  4. Adjust the email parameters including email recipient(s), subject, body type, body, attachments, reply-to address. In this example, the email about a new event will be sent once the new entry for My Plans Library is added. In Body section, the entries from the Library were chosen: Zapier Integration
  5. Click Continue button to save changes
  6. Click Send Test button to check the email example Skip Test and Finish to save a Zap
  7. Type the Name for this Zap and turn it on using the toggle: Zapier Integration
How to create entries in Library via Zapier?

With Zapier, you can create new entries in Memento Database Libraries automatically when some event takes place. In the example below, we will link Google Calendar to My Plans Library. Once the new event is added to Calendar, it will be also added to Memento Database Library. To do so, follow the steps below:

  1. In your Zapier account, click Make a Zap button or Make a New Zap button available at My Zaps tab
  2. Search for Google Calendar in the list of connected apps
  3. Select the Trigger for entry creation and click Save + Continue button. In this example, we will create an entry when the new event is added. Also, you can do the same for the event that starts, ends or is being canceled
  4. If Google Calendar hasn’t been associated with Zapier yet, connect it using the standard Google authorization
  5. Choose the account connected to Calendar and click Continue button
  6. Look through the samples from Calendar and click Continue button
  7. The Trigger is successfully set. Click Your Zap currently lacks an Action step. Add one now! link to start adjusting an Action
  8. Choose Memento Database as an Action App
  9. Choose the required action: Create, Update or Find an Entry and click Save + Continue button. In this example, creation was chosen
  10. Choose the Library to add an entry to, define its fields and click Continue button. You can link each field with the corresponded information from Google Calendar event
  11. Click Send Test to Memento Database to check your Zap or Skip Test and Finish to save a Zap
  12. Type the Name for this Zap and turn it on using the toggle

Please note that Zapier checks Google Calendar events once per 5 minutes. Wait a bit to get it synced with Memento Database.

How to create a Zap with several steps?

Zapier allows you to set comprehensive Zaps with several steps. In the example below, we will check the order email to find the correspondent item in Products Library. Once it is found, we will create a Google Calendar Event to ship the ordered item. To create such a Zap, follow the steps below:

  1. In your Zapier account, click Make a Zap button or Make a New Zap button available at My Zaps tab
  2. Search for Gmail in the list of connected apps
  3. Click New Email Matching Search option and then Save + Continue button
  4. If Gmail hasn’t been associated with Zapier yet, connect it using the standard Google authorization
  5. Specify the search parameters and click Continue. In the example, we are waiting for “order” in the email subject, so the line is “subject:order”
  6. Zapier will suggest you the emails that fit the conditions set on the previous step. Review them and click Continue
  7. The Trigger is successfully set. Click Your Zap currently lacks an Action step. Add one now! link to start adjusting an Action
  8. Choose Memento Database as an Action App
  9. Choose the required action: Create, Update or Find an Entry and click Save + Continue button. In this example, Find an Entry was chosen
  10. Set the fields you are looking for and click Continue button. Library, Field and Search Value are required. In the example, we choose Products Library, Name Field and Body: Zapier Integration
  11. To test the first step, click Fetch & Continue. To go next without testing, click Skip This Step and Continue on the next page.
  12. The first Action is successfully set. Click Your Zap currently lacks an Action step. Add one now! link to start adjusting the final one
  13. Choose Google Calendar as an Action App
  14. Select Create Detailed Event and click Save + Continue button
  15. Adjust the Event. Google account, Start and End time are required. Once you are done, click Continue button
  16. Click Send Test To Google Calendar to check how it works or click Skip Test button and Finish to save changes
  17. Type the Name for this Zap and turn it on using the toggle

Please note that Zapier checks Gmail once per 5 minutes. Wait a bit to get it synced.

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