Introduction

*IMPORTANT: This feature is currently only enabled as a beta feature for a select group of clients. If you are interested in participating in this beta test, please contact Chime Support (support@chimeinc.com). 

You can now use a step in a Chime Smart Plan to trigger a Zapier Zap. This allows Smart Plan automation to expand to all apps currently supported by Zapier.

Getting Access

In order to get access to this feature, you will first need to accept an invite to a beta version of the Chime Zapier App. You will receive an email that looks like the following and you will click the link to accept the invite:

Once you click the link, it will ask if you would like to accept and gain access to the app. Once you have accepted, you will have access when building a new zap.

To build out a Zap with this beta version of the Chime Zapier App, click on any of the Create Zap buttons with Zapier:

You will use Chime as the trigger (explained more in detail below) but you will need to use the right version of the app. Search for Chime and select the one with the By Invite label. This will give you access to this feature.

How It Works

To use this, first, navigate to a Smart Plan and select Zapier Zap as the action for a step.

It will automatically create a Zap Trigger ID that is unique to this step of the Smart Plan. You will need to copy this ID and take it with you to Zapier for the next step. Also, you can add a "description" which is the task title that will be listed on a lead profile for this step.

You will then navigate to Zapier and select Chime as the "Trigger" app. Then, select Smart Plan Action.

You will then paste in the Zap Trigger ID that you copied out of the Smart Plan. Paste it into the "Zap Trigger ID" field. You can then proceed to build out your Zap, choosing the action app, etc.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@chimeinc.com> or by phone at 1 (855) 981-7557.