Prerequisites:
- Zapier Account: Make sure you have an active Zapier account. If you don't, sign up for free at zapier.com.
- Stomio Account: Ensure you have access to your Stomio account.
- Gmail Account: You need to have a Gmail account for sending emails.
Steps to Create the Zap
Step 1: Create a Zap
- Log in to Zapier:
- Go to Zapier.com.
- Log in to your account.
- Start a New Zap:
- Click on the "Create" button in the upper right corner and select “New Zap”.
The Zapier Zaps home page, with the Create button highlighted
Step 2: Set up the Trigger (Stomio)
1. Choose App & Trigger Event:
- For the Trigger App, search and select "Stomio"
The Change trigger panel, searching for Stomio as the app that starts the Zap
- Choose the trigger event "Product Completed".
The trigger set to New Product Completed in Stomio, with the Zap outline on the left
2. Connect Stomio Account:
- Connect your Stomio account to Zapier.
- Follow the prompts to authenticate and allow Zapier to access your Stomio data.
Stomio's consent screen, granting Zapier read access to projects, tickets and testers
3. Test the Trigger:
- Test the trigger to ensure it's pulling the correct data from Stomio. Select first the Organization and Project you want to apply this Zap.
Step 3: Set up the Action (Gmail)
1. Choose App & Action Event:
- For the Action App, search and select "Gmail".
The Change action panel, with Gmail selected as the app the Zap acts on
- Choose the action event "Send Email".
The action set to Send Email in Gmail, completing the two-step Zap
2. Connect Gmail Account:
- Connect your Gmail account to Zapier.
- Follow the prompts to authenticate and allow Zapier to send emails on your behalf.
Google's consent screen, granting Zapier permission to send mail from your Gmail account
3. Set up Email Fields:
- In the "To" field, enter the email addresses of your teammates
- Set the "Subject" to something like "Project Completed: [Project Name]".
- In the "Message Body", compose the email including the project name, user who finished the project, and a link to the feedback.
- Example Email Body:
Hi Team,
The project [Project Name] has been successfully completed by [User Name].
You can see the feedback on this project by clicking on the following link: [Project Link].
Best regards,
[Your Name]
4. Test the Action:
- Test the action to ensure it sends the email correctly.
Step 4: Turn On Your Zap
Review and Turn On:
- Review your Zap settings to ensure everything is configured correctly.
- Turn on your Zap.
Now, your Zap is live and will automatically send an email to your teammates whenever a user completes a project in Stomio. Make sure to customize the email content and recipient list according to your specific needs.