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  • 17 April 2024
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My business resales a product and the business’s software we resale goes through an onboarding process where the business invites us to projects to work on with them… I want to use Zapier to automate this from our end… and I able to connect zapier if its not technically my guide CX account and I’m just the one being invited to projects?

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Best answer by emaynez 18 April 2024, 17:33

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Great question @Woozie83
Since it’s not your account (subscription to GUIDEcx) then you don’t have access to an API token (which is needed to connect to Zapier.)

However, it may be worth meeting with that business to see if you can get access to that token so you can automate some tasks!

 

I’m curious about what types of things you’re looking to automate!

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