Connect Accord and Zapier to connect an (almost) infinite number of applications!
1. Create an API Key
Navigate to Settings > API Keys and create an API Key.
Note: You must be an Admin to access this part of the application
2. In Accord, open the Integrations Settings page
Head to Accord and open the Integrations Settings page (Settings → Integrations).
3. Click the Connect button
Click the Connect button to start the Zapier authorization flow. You'll have to authenticate with your Zapier account.
3. Go through the Zapier authentication flow
Once you've completed authentication, you should see the message "You have been invited to use Accord on Zapier!" Click "Accept Invite & Build a Zap."
4. Configure your Zap
You're almost done! Configuring a Zap is easy. In Zapier, simply click "Create Zap" and select the appropriate Trigger, Filter, and Action.
Your Trigger should be "Accord (1.0,0) BY INVITE" where it says "Search apps..."
Example Zap above
Example Zaps you can create
- Add all new contacts to HubSpot
- Add all new Accords to a custom Google Sheet
- Send all new customer activities (viewing a step, viewing a resource, completing a step) to Segment
Appendix
Table of Engagements - Each activity row will have an event property. Here are the possible values.
| Event | Description |
|---|---|
| Accord Archived | Accord has been archived |
| Accord Created | Accord has been created |
| Accord Duplicated | Accord has been duplicated from another accord |
| Accord Viewed | A team member has viewed the Accord |
| Comment Created | A team member commented on a step. activity.properties.commentId id of the new comment |
| Comment Deleted | A team member deleted a comment |
| Comment Updated | A team member edited a comment |
| CRM Connected | A team member connected an Accord to a SFDC Opportunity or Hubspot Deal |
| Execution Criteria Created | A team member created an Execution Criterion |
| Execution Criteria Deleted | A team member deleted an Execution Criterion |
| Execution Criteria Updated | A team member edited an Execution Criterion |
| Favorited | A team member favorited an accord |
| Invite Accepted | A team member has accepted an invite to an accord |
| Member Invited | A team member has been invited to an accord |
| Next Steps Viewed | A team member viewed the Next Steps tab of an accord |
| Pick List Item Updated | A team member has added or removed a pick list item in the summary |
| Placeholder Role Assigned | A Placeholder has been assigned to a team member |
| Resource Created | A team member created a new resource |
| Resource Deleted | A team member deleted a specific resource |
| Resource Viewed | A team member viewed a specific resource |
| Resources Viewed | A team member viewed the Resources tab of an accord |
| Shared Accord Accessed | A team member has accessed an accord using a share link |
| Stage Created | A team member created a new stage |
| Stage Deleted | A team member deleted a stage |
| Stakeholder Added | A stakeholder has been added to a step |
| Stakeholder Removed | A stakeholder has been removed from a step |
| Step Approved | A step of Approval type has been approved |
| Step Created | A step has been created in an accord |
| Step Deleted | A step has been removed from an accord |
| Step Viewed | A step has been viewed in an accord |
| Step Updated | A step has been updated. If the activity row... ⦿ has activity.properties.status then the step status has been updated; possible values [NEW, NO_STATUS, IN_PROGRESS, COMPLETED] ⦿ has activity.properties.dueDate then the step due date has changed ⦿ has activity.properties.ownerId then the step owner has changed |
| Summary Download Clicked | A team member has downloaded the summary |
| Summary Viewed | A team member has viewed the Summary tab |
| Team Page Viewed | A team member viewed the Team tab of an accord |
Sample of Engagement
id: 7a3048f6-dad7-4bdf-89d7-faf275777777 # unique identifier for engagement
event: <Event Name (See Table Above)>
properties:
stepId: 0e6fb6d4-a7de-4c4c-aba8-816c5a444444 # step id associated w/ engagement if applicable
accordId: 03fc7598-6720-48a3-926a-2a02ba333333 # accord id associated w/ engagement if applicable
commentId: 472e5836-5411-40b7-9679-c654bc622222 # comment id associated w/ engagement if applicable
workspaceId: 34b26481-ee64-4e63-8d95-60d8df611111
workspaceAccountId: 6836a30a-8b5e-49cc-8dae-fe10fb747454 # workspace account id associated w/ engagement if applicable
accord: # details for the accord related to engagement
id: 03fc7598-6720-48a3-926a-2a02ba333333
accountName: Zapier Test
opportunityName: Accord Onboarding
opportunityAmount: null
sfdcUrl: <Opportunity URL in the Accord Details>
step: # details for the step related to engagement if applicable
id: 0e6fb6d4-a7de-4c4c-aba8-816c5a44444
title: <p>🔗 Integrations</p>
status: NEW
resource: null
session: # details for user that triggered the engagement
workspaceAccount
role: [accord_solution_provider_role OR accord_customer_role] # if the user is a buyer or seller
account:
email: wayne@inaccord.com
profile
firstName: Wayne
lastName: Pan
preferredFirstName: Wayne
preferredLastName: Pan
preferredPicture: null