Integrate Monstock with more than 2 600 third party applications thanks to Zapier, process automation application.

This will allow you for example to be able to keep your product list updated if changes are made from another application, and thus avoid the tedious task of having to make the change manually a second time on Monstock.

• Step 1 : Create your Zapier account

To start integrating Monstock and Zapier, you must first have a Zapier account.

Go to the Zapier website : https://zapier.com. If you already have an account identify yourself by clicking on "Sign in" at the top of the screen, otherwise complete the information requested in the form and click on "Get Started Free" :

• Step 2 : get the integration to Monstock

The integration of Monstock and Zapier is developed by the Monstock team, it does not yet appear in the list of applications of Zapier. You can get it by clicking here : Get integration.

• Step 3 : connect your Zapier account to Monstock

To use Monstock as an application when creating your automatic tasks, you must connect Zapier to your Monstock account.

To do this, go to the "My Apps" page from the left side menu of Zapier :

Then use the search bar to find Monstock. Click on the most recent version of the connector, here version 1.0.5 :

A new window opens, inviting you to enter your Monstock identifiers to connect. Once you have entered your identifiers, click on "Yes, Continue" :

Once the connection is made, Monstock will now appear in the list of your Zapier connections :

 

• Step 4 : Create your zap

On Zapier, each automatic task that you create is called a Zap.

Actions can be triggered by a new element from Monstock to perform an action towards a third-party application, or from a third-party application to perform an action towards Monstock.

• Create an action triggered by Monstock to a third-party application

For this example, we are going to create an action triggered by the creation of a new product in Monstock, which we want to automatically add to a Google Sheets file.

To create a new task, click on "Make a zap" in the left side menu :

The zap creation page is displayed. The first part of creating a zap is to choose the application and the event triggering the automatic task. Start by completing the "When this happens" field by searching for Monstock in the "App & Event" field (choose the most recent version, here 1.0.5) :

Then choose the trigger event in Monstock :

Note : List of triggering events from Monstock :

Created Product	The action is triggered when a new product is created
Created Supplier	The action is triggered when a new supplier is created
Created Client	The action is triggered when a new client is created
Created Equipment	The action is triggered when a new equipment is created
Created Activitystock	The action is triggered when there is a new stock activity
Updated Product	The action is triggered when a product is updated
Updated Supplier	The action is triggered when a supplier is updated
Updated Client	The action is triggered when a client is updated
Updated Equipment	The action is triggered when an equipment is updated
Deleted Product	The action is triggered when a product is deleted
Deleted Supplier	The action is triggered when a supplier is deleted
Deleted Client	The action is triggered when a client is deleted
Deleted Equipment	The action is triggered when an equipment is deleted

 

For this example, we will choose the “Created Product” event:

Then click on "Continue", Zapier then asks you to select the relevant Monstock account :

Once the account has been selected, click on "Continue".

To check your connection and the choice of account, Zapier will perform a test. Click on "Test trigger" to start the test :

In our case, Zapier performed a search on the last product created:

Click on "Continue" to continue creating your zap.

 

The second part of creating the zap consists in choosing the application and the task that will be performed after the trigger configured in the first part. You must then complete the "Do this" section. Choose the application that will receive the action. Here we choose Google Sheets :

Then choose the action to perform in your application. Here we choose to create a new row in a spreadsheet. Click on "Continue":

As before, you will need to connect your Google Sheets account to Zapier:

Once connected, click on "Continue":

In our example with Google Sheets, we will then have to choose the Drive concerned by the action, the spreadsheet concerned, then the spreadsheet:

Make sure that the action you want to perform is possible. Otherwise, an error message as above will appear. Here, our spreadsheet had no header :

Once the spreadsheet is ready, you will need to configure data entry. Here we select the column in which to add the different characteristics of the product created:

Zapier will then have to test to make sure everything is set up correctly. Click on "Continue":

Here, we can see that the product line has correctly been created:

Once the test is successful, Zapier tells you that everything is ready to activate your zap and thus launch the task you have just programmed. Click on the “OFF” to switch it to “ON” and thus activate the zap:

 

• Create an action triggered by a third-party application to Monstock

For this example, we are going to create an action triggered by the creation of a new line in a Google Sheets spreadsheet, to automatically create a new product in the Monstock list.

To create a new task, click on "Make a zap" in the left side menu:

The zap creation page is displayed. The first part of creating a zap is to choose the application and the event triggering the automatic task. Start by completing the "When this happens" field by searching for Google Sheets in the "App & Event" field.

You must then choose the Trigger Event. Here we choose the creation of a new row in a spreadsheet (New Spreadsheet Row):

You will then need to link your Google account to your Zapier account, and select it:

Then select the starting spreadsheet, and the sheet in which you will enter the data:

To test the connection between Google Sheets and Zapier, you will need to perform a test.

Once the test has been performed, click on "Continue":

 

The second part of creating the zap consists in choosing the application and the task that will be performed after the trigger configured in the first part. You must then complete the "Do this" section. Choose the application that will receive the action. Here we therefore choose Monstock. Then we select "Create Product" as action:

Then select your Monstock account:

Then select the information to link between Google Sheets and Monstock:

As for the first part, Zapier will test Monstock to verify your connection:

Once the test is successful, activate your zap, the action will now be automatic for any new line entered in the Google Sheets:

 

To set up this kind of integration, we invite you to contact the Monstock teams at the following address:

contact@monstock.net