Automate your process with Zapier + Outlign
We're excited to announce the launch of one of our most requested features - the ability to integrate Outlign with thousands of other tools through the Zapier platform.
For those who may not have used Zapier before, it allows you to create automated connections called Zaps, set up in minutes with no coding, which can automate your day-to-day tasks and build powerful workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Examples for Outlign users
Zapier opens up a whole bunch of possibilities for automating manual work for Outlign users, as well as more powerful workflows if you are keen to get into more advanced use cases.
Some of the common scenarios we're hearing about from our community include things like:
When I win a project in my CRM, create an Outlign project using a template based off the deal type
When I set up a new Outlign project, create matching projects or resources in my other tools, like a Dropbox folder for each new project
When a new task is created in Outlign, add a task in my personal to-do list app so I can plan my days
When tasks in Outlign have a new due date, add or update an entry in my calendar so I won't miss a due date
Beyond these simpler examples it's really up to you as to what you can imagine you'd like to do with your data flowing in or out of Outlign.
Getting started
Connecting Outlign to other tools through Zapier is super easy:
Log in to your Zapier account or create a new account for free.
Navigate to "My Apps" from the top menu bar.
Now click on "Connect a new account..." and search for "Outlign"
Use your usual Outlign login info to connect your Outlign account to Zapier.
Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
Need inspiration? See some common templates to use as a starting point on our Zapier profile page
More to come
We'll continue to work on other integrations for some of your most used tools to embed them more deeply into Outlign, as well as look to add other triggers and actions in Zapier as we hear from the community about what you'd like to see.
As always, feel free to drop us a line with any thoughts or feedback!