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Several prerequisites must be met before Experience.com can access and ingest transaction data from Paperless Pipeline for a specific organization. Paperless Pipeline uses Zapier’s technology to integrate with Experience.com and other applications. To integrate with Paperless Pipeline via Zapier, you will need:
A Zapier Starter package plan ($19.99/mo)
Admin or Manager access to your organization’s Paperless Pipeline instance
An API key from the account’s ingestion set up in the XMP
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Once the connection is created, some information is required to verify and activate it.
Give the connection a name.
Enter a point of contact for the integration. This is someone that Experience.com may contact if an ingestion error occurs or if a re-configuration is needed for the integration.
Once a connection name and point of contact have been established, click the blue Verify & Connect button.
When the Paperless Pipeline configuration has been verified and connected, click back into it to access the API Key.
Locate the API Key and click the copy button to copy it to your computer’s clipboard.
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Configuring the Paperless Pipeline Integration in Zapier
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When you are redirected back to Zapier, expand the Customize Transaction sub-menu and select Closed status from the dropdown menu. This will ensure that only closed transactions are ingested into the XMP. After selecting Closed, click on Test trigger to show test data from the connection.
Add a Filter to the Zap
Click 2. Action, then search for and select Filter (only proceed when a condition is set).
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Under the Filter setup & testing section, use the dropdown menus to set the condition to only continue if the field status equals closed.
Create an Action for Experience.com to Retrieve the Data
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When the Action menu expands, each field from Paperless Pipeline needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from Paperless Pipeline:
Zapier Fields | Paperless Pipeline Fields |
|---|---|
Agent details | Agents(JSON) |
Transaction ID | Transaction ID |
Transaction Type | Transaction Side |
Transaction Processed Date | Transaction Status Change Date |
City | |
State | |
Property Address | Transaction Name |
Custom_field_one | Status |
Reviewers | Contacts(JSON) |
When the fields have all been mapped, click Retest & Continue to test that data is pulling into all of the places it should be.
Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.
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