What is Automate?
Index Automate is a suite of tools on our platform that will help you leverage the power of our API to automate your workflows with Index data. Enriching your CRM, setting up your own custom notifications, or tracking leads has never been easier.
It’s all done via Zapier by using their platform to create zaps (formulas that connect apps together).
Zapier is a platform that helps you automate workflows. In their own words:
“Zapier moves info between your web apps automatically, so you can focus on your most important work.”
If you don’t have a zapier account yet, you’ll need to create one to get the most out of Automate.
There are a few Zapier-specific terms you’ll want to be familiar with:
Zapa workflow between several apps, glued together by Zapier. A zap is your ‘recipe’ for getting something done.
Triggerinputs for your zaps. They are things that happen on Index, which you want to be the ‘signal’ to start your workflow (e.g. an investment is added to a company on your list).
Actionwhat you want your Zap to do when the trigger defined above occurs. An action can be something like sending you a Slack message.
Ok, now what?
All the building blocks are in place. You’re ready to get started with your first Automated workflow.
In this article we’ll take you through a step-by-step example of how to set up a Zap with Index. This particular example will show you how to set up a slack alert on a list, every time one of the startups receives a new funding round.
1. Make Sure You Have a List
Index allows you to create lists of companies you’d like to keep up with. Lists are the best way to set up workflows with Automate.
Use a list you've already made, quickly create a new list, or follow our Unicorn Companies list to get started.
2. Create Zap's Trigger
Log in to your Zapier dashboard and click on
MAKE A ZAP!
Search for Index and select it as your trigger. From the triggers list, click
New investment added to company in list. Click
Save + Continue.
Back on your dashboard, you’ll need to hit the
CONNECT button to connect your Index account with your Zapier account. To do this, you’ll need your Index API key.
On the next menu, you’ll need to select the list you created in step 1, by choosing it from the dropdown menu.
3. Create Zap's Action
As in step 2, search for Slack using the search field provided, and select it from the results. Then, select
Send Direct Message as your action.
You’ll also need to quickly connect your slack account to your Zapier account using the
Find your own name on the field labeled
To Username, and create a message text that the Slackbot will send to you. If you’d like, you can use some of the other available options to customize your slack alert even more.
4. Name your Zap!
The last thing you need to do is give your zap a nice descriptive name, so you don’t forget what it’s for :)
We’ll call this one “News and investments from IoT companies”.
Don’t forget to turn your zap on!
That’s it! Now you’ll receive notifications as direct messages in Slack whenever a company in your IoT list gets news added to their profile on Index, or they receive an investment.
You can always add more steps to your Zap, to make sure any of the companies in the list are added to your CRM as soon as they get an investment! The possibilities are endless.
For further questions, feel free to email us at pro [at] index.co.