Unlock the full potential of your bank data by automating your workflows. Easily connect your bank accounts with Ponto to over 5,000 apps in Zapier. And the best part? You don't need to be a developer to do it!
Follow these steps to connect the professional payment platform Ponto to Zapier:
- Sign up for Zapier:
First, you will need to sign up for a Zapier account. This is a free process on the Zapier website.
- Connect your bank account:
Next, you will need to connect your bank account(s) to Zapier via Ponto. You need to authorize Ponto to retrieve your bank account information and share this with Zapier. This typically involves logging into your banking app.
- Create a Zap:
Once your bank account is connected, you can create a new Zap by selecting the bank account as the trigger, and then choosing the action you want to automate.
- Configure the Zap:
Once the Zap is created, you will need to configure it by specifying the details of the action you want to automate.
- Test the Zap:
Before turning on the Zap, it's a good idea to test it to make sure that it's working as expected.
- Activate the Zap:
Once you've tested the Zap and it's working as expected, you can activate it. It will automatically perform the action you've configured.
The steps may vary depending on your bank and the level of access to their API.
How to create a new Zap?
Let’s zoom in on creating a new Zap. This typically involves the following:
- Select the trigger:
In this step, you will select the bank account as the trigger for the Zap. This means that when a specific event occurs in your bank account (such as a new transaction), the Zap will be triggered and the action you've specified will be performed.
- Select the action:
Once the trigger is set, you will need to select the action that you want the Zap to perform. For example, if you want to automatically categorize transactions, you select the app or service where you want the transactions to be categorized as the action.
- Connect the apps:
After selecting the trigger and action, you will need to connect the apps. This typically involves providing your credentials for the apps, such as your username and password.
- Customize the Zap:
You can also customize the Zap by adding filters, conditions, or delays, this will allow you to fine-tune the automation and make it more specific to your needs.
- Save and turn on the Zap:
Once you have created the Zap and connected the apps, you will need to save it and turn it on. This will enable to start performing the action you've specified.
Zapier offers a wide range of pre-built Zaps that can help the user to automate their process without the need to create one from scratch.
Interested in exploring what you can do with Zapier and Ponto? Find out more here.