Documentation for zapier

Documentation for zapier

What is Zapier?


Zapier is an automation platform that supports thousands of the most popular applications, such as :
  • Google Sheets

  • Slack

  • Mailchimp
In just a few minutes, you can set up automated workflows (called Zaps), which connect your programs to the other applications you use most, to : 
  • Save time
  • Reduce time-consuming tasks
  • Focus on your most important work

What is the role of Zapier? 

Our integration with Zapier helps you easily transfer the data you collect on Wiin.io to over 2,000 services. 
Zapier helps you to quickly transfer collected deposits to any other application you use, such as : 
  • Automatically add applications to your CRM
  • Notify you via slack when certain submissions require administrator validation, etc.

How to use Zapier?

To use our zapier integration, you must have : 
  • At least one basic subscription to the wiin solution
  • An administrator account with the necessary rights to create an automation rule

Once these conditions have been fulfilled : 

  • Go to the Automations menu of your program
  • Select the Applications tab
  • Click on << Setup >> of "Zapier" as shown in the capture

How to create a new Zap?

Log in to Zapier through your account. If you do not have an account yet, please create one by clicking on this link.

Then, to create a new integration called Zap, select :

  • A trigger event (In our example we will select " Answer Submitted ")

  • A WiiN.io account to use (or connect a new wiin.io account). Click on "Continue".

  • A programme then a category

  • And finally click on "Test & Continue".

Define an action to be taken

An action is the operation to be performed in the application you have decided to connect to WIIN.io. Zapier will send the deposit data to this application. The setup will be different for each application you choose. The Zapier knowledge base is an excellent resource if you have problems at this step.
The example below is for Gmail.

Test your Zap

Once you have set up your action :
  • Check your summary on the test page
  • Click on << Test & Continue >>.
  • Check that it works 

Name and activate your Zap

After the test, Zapier will ask you to activate your Zap.
Once the Zap is activated:
  • Go back to your wiin.io portal, in the program you just connected
  • Go to the menu Automation / Automation rules
The Zap must be in your rules.

Integrate your wiin.io account directly into Zapier

If WIIN does not directly integrate the application you want to integrate into its ecosystem, you can :



    Configure your portal 🚀


      • Popular Articles

      • Privacy Policy

        RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...

      • 1. A portal in your image - introduction 📍

        Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...

      • 5. Improve your portal 🚀

        Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...

      • Invite a member to your team

        How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...

      • Frequently Asked Questions

        Frequently Asked Questions What is WIIN.io ? WIIN.io is designed for everyone—from small startups to large organizations designed to assist startup incubators, foundation, innovation award programs and Non-profit organizations in efficiently managing ...

      • Recent Articles

      • Send e-mails to collaborators in your program

        How do you send an e-mail to your program's collaborators ? On your platform, you can send e-mails to your colleagues. To do so, please follow the steps below : In your program, click on the “Collaborators” menu. You will then see a list of your ...

      • Configure the settings menu of an evaluation session

        How to configure the settings menu for an evaluation session ? When setting up your evaluation session, it's important to configure it correctly. To do this, please follow the steps below : Access your evaluation session. Go to the “Settings” tab. In ...

      • Add separators in an evaluation session

        How to add separators to an assessment session ? When configuring your assessment session, you can add criteria separators to clearly organize questions, structure the flow of the session, insert dynamic data and facilitate analysis. To add criteria ...

      • Add evaluation criteria

        How to add evaluation criteria ? When setting up your evaluation session, it is important to add evaluation criteria to enable evaluators to assess the different deposits they will be assigned. To add criteria, please follow the steps below : Access ...

      • Update the role of a collaborator account

        How do I update the role of a collaborator account? On your platform, you can update the role of a collaborator account, for example, by changing a program manager account to an administrator account. This action can be carried out in the ...