In the example above, a Zap will be sent from MindManager to Trello to create a new card only if the selected topic has a priority marker of 1 or 2. Once you create a filter, every topic you wish to send using this Zap must meet the criteria defined in the filter, or you will get a Zapier error message. This could be a text string, a date, or a numeric.
Value lets you type in the specific value the field must meet for the topic information to be Zappable. For example, if value contains a date, you can set the condition to (Date/Time) Greater Than, (Date/Time) Less Than, or (Date/Time) Equals. Choose the topic information that you want to use as the filter.Ĭondition allows you to set the parameters of the content entered in Value. The Add a Filter section opens with three entry fields:įield lets you select from a list of MindManager topic information, including Topic Text, Due Date, Tags, Priority, Resources, Notes, Hyperlink, Subtopics Text, Milestone, Progress, Start Date, and others. In the Filter section, click + Add Custom Filter. Zapier lets you set conditions so that the Zap will only activate if those conditions are met. Now, you need to set up your Trigger Filters. To ensure the accounts have been correctly accessed by Zapier, click the Test This Account button. In this case, we'll be linking to a Trello account. Since we're linking to Trello in the example above, we'll choose "Create Board." This means that the topic information Zapped to Trello will be used to create a new Trello Board.Ĭonnect your MindManager account to allow Zapier access to it.Ĭonnect Zapier to the account you have for the action application and allow access to it. Slack, you can select "send direct message" or "send channel message." Gmail, you can choose "send email" (create and send an email message that contains the map topics info) or "create draft" (create an email message with the map topic info, but do not send it).Įvernote, you have the option of "create note," "create tag," "create reminder," or "append to note." The potential action will vary, depending upon the application you are linking to. For example, if the action app is: The Zapier interface asks you to choose a trigger and action:Ĭhoose a Trigger app : When creating a Zap that allows you to send topic information from MindManager to another app, the trigger app is always Mindjet MindManager.Ĭhoose an Action app : choose the app where you want to send MindManager map topic data, for example, Trello.Ĭhoose a trigger: While some Zapier-enabled applications allow you to choose from a variety of trigger activities, when you select Mindjet MindManager, you will be offered one selection, Zap topics.Ĭhoose an action: You choose the action you want to occur. In Zapier navigation bar, click Make a Zap. To provide accurate on-screen guidance, text and screen captures that reference Zapier on-screen prompts are in English. Let's look at a test case: setting up a Zap between MindManager and Trello. Because there are hundreds of applications you can link to using Zapier, creating a Zap will vary depending upon the applications you wish to connect.
Setting up Zapier is done on the Zapier website in a guided, step-by-step process.
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