Qonto has developed a new version of the integration with Zapier to automate your business processes in a simple and accessible way.
What is Zapier exactly?
Zapier is an automation tool online that allows you to connect your Qonto account with your favorite apps: Gmail, Mailchimp, Airtable, your financial tools and much more... With more than 2,000 apps, Zapier is the perfect tool to start with automation. You save precious time by automating all those time-consuming finance management tasks.
Which actions can I automate?
Thanks to this new version of the integration, you can automate as many scenarios as possible with more triggers. Therefore you can create alerts for the following actions:
Account balance changed
New internal transfer
New external transfer
Custom Label updated
How to initiate a transfer with Zapier?
With Zapier, you can also initiate transfers, to an external account, but also between your Qonto current accounts.
Before launching your external transfer on Zapier, you should follow a simple step on your Qonto web app.
💡 Good to know: To protect your account, we have added the strong customer authentication system, which is the same as on your Qonto app. This system generates a push notification on your mobile to validate your transfer. To avoid validating your transfers manually every time, you can trust your beneficiaries beforehand.
Visit the Transfers section, open the beneficiary management panel, and mark your beneficiaries as trusted. You can also do this step from the API.
You can then automate your transfers on Zapier.
How does it work?
To connect your Qonto account with Zapier, you don't need to know how to code. You can do it in just a few clicks:
Go to your Zapier account
Look for your favorite app, Qonto
Enter your Qonto credentials and select the name of your organization
Finally, allow Zapier to access your account by clicking on Allow access
💡 Good to know:
We may need some time to set up the update for this new connection.
With the 2.0 version of the app, you can import transactions attachments 2.0 in beta directly from the market place Qonto connect.
Who can benefit from this integration?
Zapier is mainly for those starting with automation. But you can all use it no matter which Qonto plan you have. All you need is a Zapier account.