> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Zapier Integration Setup


# Using Zapier with Nekst to Automate Your Business 

### What is Zapier?

Zapier is an automation tool that connects different apps and services, allowing them to work together seamlessly. With Zapier, you can create automated workflows called "Zaps," which eliminate manual tasks and streamline your business processes.

Zapier connects thousands of apps, including Nekst, making it easy to automate key tasks in your real estate business. Instead of manually transferring data between apps, Zapier helps you save time by setting up triggers and actions that run automatically.

### How Can You Use Zapier with Nekst?

By integrating Nekst with Zapier, you can automate many aspects of your real estate business. Here are some examples of workflows you can create:

* **Automate Email Notifications:** Send an email or SMS when a new transaction is launched or a new Key Date is surpassed.
* **Add New Clients to an Email List:** When a new client is added in Nekst, Zapier can add them to an email marketing platform like Mailchimp or ActiveCampaign.
* **Create Calendar Events for Transaction Deadlines:** Automatically sync transaction deadlines from Nekst to Google Calendar or Outlook.
* **Send Slack or SMS Notifications to Your Team:** Notify your team instantly when a transaction progresses to the next step.
* **Generate Google Drive or Dropbox Folders:** Automatically create a folder for each new transaction and store related documents.
* **Log Transactions in a Spreadsheet:** When a new task or update occurs in Nekst, log the details in Google Sheets for easy tracking.
*  **Trigger Notifications for Expiring Deadlines:** Set up reminders for expiring contract deadlines or important upcoming tasks via email or text
* **Integrate with QuickBooks or Accounting Software:** Sync financial data related to transaction closings or commissions.

## **Tutorial: Setting Up Zapier with Nekst**

### **Step 1: Creating a Zapier Account**

1. Go to [Zapier’s website](https://zapier.com/) and click **Sign Up**.
2. Enter your email address and create a password, or sign up with your Google or Microsoft account.
3. Once logged in, you will see your Zapier dashboard, where you can create and manage your Zaps.

| Zapier offers a free account with limited features and functionality, but it can be a great place to start!

### **Step 2: Creating a Zap Using Nekst**

1. Click the **+ Create Zap** button in your Zapier dashboard.
2. Choose **Nekst** as the trigger app (you may need to search for it).
3. Select a **Trigger Event** (e.g., "New Transaction Created").
4. Click **Continue** and sign into your Nekst account (see next step for API token setup).
5. Choose the specific transaction or data type to monitor, then click **Continue**.
6. Select an **Action App** (e.g., Google Calendar, Slack, Mailchimp) and an **Action Event** (e.g., "Create Event" or "Send Email").
7. Connect the action app and map the necessary fields from Nekst to the receiving app.
8. Test your Zap to ensure it's working correctly.
9. Click **Publish Zap** to activate your automation.

![Zapier Example Setup Screen](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-52641_1km16xp.png)

### **Step 3: Signing Into Nekst Using an API Token**

To integrate Nekst with Zapier, you’ll need to generate an API token from your Nekst account.

1. **Log into Nekst** and navigate to your **Settings**.
2. In the left-side navigation bar, select **API Tokens**.
![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-52755_1viotyz.png =200x97)

3. Click **Create Token**. In the pop-up, enter "Zapier" for the Token Name, leave "Expires At" blank, and click **Submit**.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-52958_1ciuio6.png =500x282)

4. Copy the generated token by clicking on the **Eye Icon** and then in the pop-up, click the **Copy Icon** to paste into Zapier.
![Copy the Eye icon to access the token](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-03-20-at-53335_17la8ki.png =400x200)

![Click to Copy the Token](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/token-copy_1yq4mh6.png =500x120)

5. When prompted in Zapier, paste the token in the authentication field to link your Nekst account.
6. Click **Continue** to complete the connection.

Once connected, you can use Nekst as a trigger or action in your Zaps, unlocking powerful automation capabilities!

| Zapier makes it easy to automate workflows and eliminate repetitive tasks in your real estate business. By integrating Nekst with your favorite apps, you can streamline transactions, improve communication, and save time on administrative work.

If you find we are missing integration options, please let us know!