# Zapier Integration

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T[^1]his a beta feature and subject to changes before a wide release.
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[Zapier](https://zapier.com/app/dashboard) is a product that allows end users to integrate the web applications they use and automate workflows. It connects to more than 5,000 apps, with free and paid plans including other tools in the VC tech stack such as AirTable, Affinity etc.

## Tactyc Zapier App

Tactyc is available on Zapier as a Zapier **Action**. You can set up **Triggers** from other applications to automatically **add an investment** into your Tactyc fund model.

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FIe22dhmTknIZLhhpQaxd%2Fimage.png?alt=media&#x26;token=75d814a8-fd5f-4314-9bc6-a9ca42558069" alt="A visualization of how to integrate Zapier with Tactyc"><figcaption></figcaption></figure>

## **Requirements**

To setup a Zapier integration, please have the following:

* a Zapier account
* your **Tactyc API Key** (you can email us at <support@tactyc.io> to obtain one)
* your **Fund ID** (this is shown on your home screen)

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FYgoDirJtvOlAvV44HK7d%2FScreenshot%202023-04-28%20at%209.46.26%20AM.png?alt=media&#x26;token=c3d29741-9a0c-4376-af1f-0cfcdb0f7e3c" alt="A visualization of how to identify your Fund ID"><figcaption></figcaption></figure>

## **Quick Start**

* Follow the steps on Zapier to **Create a New Zap**
* Setup a **Trigger** with the app from where you want to obtain investment related data from
* Setup an **Action** and select **Tactyc**

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FU7lcI1m3tEafdSijOEsu%2Fimage.png?alt=media&#x26;token=69eee71f-1c1f-4564-a282-de728ac3ecda" alt="A search bar with the text &#x22;Tactyc&#x22;"><figcaption></figcaption></figure>

* Under **Event** select **Create a New Investment**

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FtlobHbexXQkV5LJnyU2g%2Fimage.png?alt=media&#x26;token=0f035005-a4f8-4e62-907a-6bbd909714ab" alt="A visualization of how to create a new investment with Tactyc venture capital fund management software"><figcaption></figcaption></figure>

* When asked to authenticate with Tactyc, enter your **Tactyc** **API Key** and **Fund ID**

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FOQtWTYP5lSU4aD187gZ2%2Fimage.png?alt=media&#x26;token=fdf4bfe4-532c-42c9-bec4-9999c175a2ca" alt="Visualization of how to allow Zapier access to your account"><figcaption></figcaption></figure>

* To setup the **Action,** follow the instructions to map your incoming data into specific Tactyc fields (such as Company Name, Investment Date etc.)

<figure><img src="https://1366836623-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWOWjDH33JGp4Ay1omBCB%2Fuploads%2FA0Znu5Qchv9fR8iUhrnj%2Fimage.png?alt=media&#x26;token=9d748291-0aab-4c9c-94ee-b9892e18c2b1" alt="A full visualization of how to create new investment with Tactyc VC management software"><figcaption></figcaption></figure>

## Keep in mind

* The Tactyc Zapier Action will enable you to define an investment, associated metadata (sector, geography etc.) and its **initial round only.** Any follow-on rounds will not be captured with the API or Zapier approach. To create a new investment with multiple rounds, please use provided [Bulk U](https://docs.tactyc.io/portfolio-management/adding-investments#bulk-upload)[pload](https://docs.tactyc.io/portfolio-management/adding-investments#bulk-upload) Excel option.
* If your Zap triggers multiple times for the same investment, that investment will be added multiple times into Tactyc. Please ensure you have the approporiate [triggers](https://help.zapier.com/hc/en-us/articles/8496288188429-Set-up-your-Zap-trigger) or [filters](https://app.gitbook.com/s/ZHbhyXMRhSms1HKARvhg/the-evolving-venture-stack-going-vc-podcast) setup in Tactyc to avoid duplication of investments into Tactyc.
* Only **1 investment** can be added at at time. To add multiple investments, use the [Bulk Upload](https://docs.tactyc.io/portfolio-management/adding-investments#bulk-upload) option [or the API method. ](https://docs.tactyc.io/api-and-integrations/api-overview/adding-multiple-investments)

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