UnifiedCRMâs Zapier integration is set up in three simple steps: first, generate an API key/secret under Developer settings in UnifiedCRM; second, in SettingsâŻââŻNotification Rules, create fineâgrained triggers (e.g. âwhen a customer enters a workspaceâ or âwhen Bill Gates updates a documentâ); and third, in Zapier add the UnifiedCRM app using your key/secret, then build a Zap whose trigger is the firing of that specific notification rule. Once connected, Zapier can both respond to those UnifiedCRM events and perform actionsâlike finding users, fetching or updating records, or adding notesâso you can seamlessly automate workflows across thousands of other apps.