Send map data using Zapier |
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Note: You will only have access to MindManager's Zapier feature if you are using MindManager Enterprise. Once you have set up Zapier, you can start using your Zap to send topic data from MindManager to the Zap-enabled application(s) in your Zapier account. Note: Data sent using Zapier is not synced to the map. If you make changes on your map, it will not be updated in the Action app. You must re-send the Zap to update the information. |
See also: |
To send a topic using Zapier, you need to have set up Zapier and created a Zap.
Note: Zapier is not currently localized. To provide accurate on-screen guidance, text and screen captures that reference Zapier on-screen prompts are in English.
Select a topic. Before Zapping, check your topic to make sure that it:
Meets
the criteria of the filter you set up (if you set up one).
For example, for a Zap with a filter that states only
run the Zap if the topic has a priority that is less than
3, your selected topic must have a Priority marker of 1 or 2 or
you will get a Zapier error message.
Includes
all the topic information that has been "matched" to
target fields in the Action app.
Suppose you have created a Zap for Trello that creates a new board
with the following map data associated with the board's three
fields: Organization, Name, and Description.
Before you use this Zap with a topic, ensure that the topic has:
Topic Text that will name the board the new board
Resources indicated
A start and due date for the topic
Notes (even if blank)
A link
A progress marker
If the topic does not
include the items selected during setup, you will receive a Zapier error.
Read Hint
Do one
of the following:
On the Tasks tab, in the Send Tasks To group, click the Zapier drop down then click Send Selected Topics to Zapier. |
Or | On the Advanced tab, in the Zapier group, click the Zapier drop down then click Send Selected Topics to Zapier. |
If your zap is successful, you will receive a confirmation message, and
the Zapier icon 
is displayed
on the topic. Hovering over the topic will open a tool tip indicating
the Zapier status, and the topic will also be listed Under Sent
to Zapier in the Elements tab on the Map Index.
Read Hint
If your Zap is not successful, you will receive
an error message and your topic will display the Zapier error icon 
. Hovering over the topic will display an
error tool tip; the topic will also be listed Under Sent
to Zapier in the Elements tab on the Map Index with an error icon.
Note: Data sent using Zapier is not synced to the map. If you make changes on your map, it will not be updated in the Action app. You must re-send the Zap to update the information.
If you have already Zapped a topic, and you choose to Zap it again, you will receive an message warning you that re-Zapping may create duplicate information. You can choose to send anyway, or cancel.
After you send a topic to Zapier, the topic displays a Zapier icon. You can turn this feature on or off by clicking Show Zapier Icons in Map in the Zapier drop-down menu.
Do one
of the following:
On the Tasks tab, in the Send Tasks To group, click the Zapier drop down then click Show Zapier Icons in Map. |
Or | On the Advanced tab, in the Zapier group, click the Zapier drop down then click Show Zapier Icons in Map. |
If you uncheck this option, the Zapier icon will not be displayed on topics that have been sent to Zapier. However, Zapped topics will be listed in the Map Index's Elements tab.
Select View Zapier History from the Zapier drop-down to open the Map Index's Elements tab to see a list of all topics that have been sent to Zapier.
Select the topic(s) where you want to remove Zapier history.
Right click the Zapier icon in the topic and in the context menu, click Remove Zapier History from This Topic.
The Zapier icon is removed from the selected topic(s) and those topics are deleted from the Elements tab in the Map Index.
Do one
of the following:
Right click the topic and in the context menu, click Remove Zapier History from Map. |
Or | On the Tasks tab, in the Send Tasks To group, click the Zapier drop down then click Remove Zapier History from Map. |
Or | On the Advanced tab, in the Zapier group, click the Zapier drop down then click Remove Zapier History from Map. |
The icon is removed from all topic(s) and all topics are deleted from the Elements tab in the Map Index.
To sign out of your MindManager account:
In the Zapier drop-down menu, click Sign Out. Once you are signed out, you cannot send Zaps.
To sign into your MindManager account:
In the Zapier drop-down menu, click Set Up Account. In the Account setup window, select Sign In, and enter your credentials (username and password.).
Read Note