oboloo connects to thousands of other apps through Zapier, a no-code automation tool that's built into oboloo's Integrations page. Use it to send data between oboloo and tools such as Slack, Microsoft Teams, Salesforce or Google Sheets without manual effort.

Before you start

The Integrations page is available to every oboloo user on every plan, including the Free Forever Plan. You'll need a Zapier account, which you can create from the page; Zapier's free plan includes a limited number of Zaps and tasks each month. Your Zaps act in oboloo as the user whose oboloo login you connect.

How Zapier works

An automated workflow in Zapier is called a Zap. Each Zap has a trigger (an event in one app, for example a new supplier being added in oboloo) and one or more actions (what happens in another app as a result, for example creating a contact in Salesforce). Once a Zap is turned on, Zapier runs it automatically in the background.

A Zap's trigger and actions
A Zap's trigger and actions

Zapier is embedded on oboloo's Integrations page, so you can find apps and create Zaps without leaving oboloo.

Zapier on the Integrations page
Zapier on the Integrations page

Connect Zapier

Open Integrations

Click Integrations in the left-hand menu. The page shows examples such as Send WhatsApp notifications when a new supplier is added in oboloo and Create Salesforce contacts from new suppliers in oboloo.

Sign up or sign in to Zapier

Follow the prompt in the Zapier panel to create a free Zapier account (your oboloo name and email are filled in for you) or sign in to an existing one. If you're already signed in to Zapier in the same browser, oboloo recognises your account automatically.

Signing up to Zapier from oboloo
Signing up to Zapier from oboloo

Create a Zap

Choose a suggested Zap or search for an app

Pick one of the suggested workflows, or use the search bar to find the app you want to connect to oboloo.

Suggested workflows
Suggested workflows

Connect your oboloo account

The first time you use oboloo in a Zap, Zapier opens oboloo's sign-in page (Welcome to oboloo! Please sign-in to your account). Enter your oboloo Email address and Password (and your oboloo domain if Zapier asks for it), then click Login.

Set up the trigger and actions

Follow Zapier's prompts to choose the trigger, the actions and the fields to send between the apps. In oboloo, a Zap can update existing supplier, contract and savings records, including custom fields. Fields you leave empty in the Zap aren't changed in oboloo.

Test and turn on the Zap

Test the Zap in Zapier, then turn it on. It runs automatically whenever its trigger happens.

What happens next

  • Zaps run in the background: you don't need to keep oboloo or Zapier open.

  • Manage your Zaps in Zapier: turn Zaps on or off, edit them and see their history in Zapier. The Integrations page shows your Zaps for quick access.

  • Watch your task usage: each run uses Zapier tasks. If you reach your Zapier plan's monthly limit, Zaps stop until it resets or you upgrade your Zapier plan.

💡 Tip: Start with one simple Zap on Zapier's free plan and check it works as expected before building more complex workflows.

Learn more about Zapier

For questions about Zapier itself, contact Zapier's support team.

Troubleshooting

Zapier can't connect to my oboloo account

Check you're using the email address and password you sign in to oboloo with. If you've forgotten your password, reset it first. See Reset a Forgotten Password.

My Zap ran but nothing changed in oboloo

oboloo actions update records that already exist, so check the Zap is sending the right record. Then check the Zap's history in Zapier for errors.

My Zaps have stopped running

Check your task usage and the Zap's history in Zapier. Zaps pause when you reach your Zapier plan's task limit.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.