TABLE OF CONTENTS


What is Zapier?

Zapier moves information between your systems and First AML automatically. Zapier helps you automate repetitive tasks between two or more apps—no code necessary. When an event happens in one app, Zapier can tell another app to perform (or do) a particular action. You can link First AML to your CRM, Email Communications, Forms etc. with a few clicks, so they can share data.


The Zapier integration within First AML is free to all First AML customers. The integration requires a Zapier account (its free), and certain apps integrated with Zapier may require a paid Zapier subscription.


Learn more about Zapier


What is a Zap?

A Zap is an automated workflow that tells your apps to follow this simple command: "When this happens, do that." E.g. when a client completes a google form, create a new case in First AML.


Every Zap has a trigger and one or more actions. A trigger is an event that starts a Zap, and an action is what your Zap does for you in First AML.


What systems are available on Zapier? Can you give me some example of commonly used apps?

Zapier’s app marketplace contains a wide variety of commonly used systems or applications (CRMs, communication and messaging platforms, document signing, forms/surveys etc.)


To search through the list of zapier apps by name please refer to this link.

Some of the commonly used apps from our customers are listed below:

  • CRMs:  Salesforce, Hubspot, Microsoft Dynamics, Sharepoint, Airtable, Clio
  • Forms & Surveys: Google Sheets/Forms, Typeform, SurveyMonkey, Formstack, MS Forms
  • Communication Platforms: Slack, Outlook, Gmail, MS Teams
  • Signature in a Document: DocuSign

What can you do in the Zapier integration with First AML?

You can perform the following actions:

  • Create a new case
  • Query a case and its details
  • Pull case information back

What are some common example use cases to trigger an action in First AML?

You can be as creative as you want with the Zapier use cases to trigger an action or query information within First AML.

Here are some common use cases to trigger an action e.g. create a new case in First AML:

  • A new opportunity is created and reaches a specific stage in Salesforce/Hubspot
  • An email is sent to a specific email address with case information
  • A new form response is recorded on Google or MS forms
  • A slack message is received in a specific slack channel or workflow



How do I create a Zap to First AML?

  • Log in to your Zapier account.

  • In the upper left, click +Create and select Zaps.

  • Next, click on 1. Trigger to select a trigger. Use the search bar on the pop up module to locate the app.

  • You’ll then be asked to provide some more information on the trigger. Choose the event that triggers the Zap e.g. new form response, then click Continue.



  • Next, you will need to connect your account to Zapier. Choose your account and then click Continue.


  • Now, you can continue to set up the trigger. In this example, the trigger will be a new form response to a specific selected google form. Select the relevant form then click Continue.


  • Give your trigger a test to confirm the connection between your app and Zapier is successful. If you encounter any errors, feel free to reach out to First AML and we can help you out.


  • Next, set up your action in First AML e.g. create a new case. Click 2.Action. Use the search bar on the pop up module to locate First AML.

  • Choose the event (outcome) you want within First AML e.g. Create Case. Then click Continue

    • For your first zap, you'll be prompted to connect Zapier to First AML Account.

    • It will ask for the following information (see screenshot). First AML will provide this information to you. Please reach out First AML (support@firstaml.com) for your credentials. Then click Continue.


  • You’ll then need to select the relevant fields in your trigger than match the required fields in First AML e.g. if your form collects email address, this can be mapped to contact email address . For case creation, there are a only a few required fields to complete. All other fields are optional.

    • Case Name: This is the name of the case you wish to submit
    • Office: Select the relevant office from the dropdown (if applicable)
    • Organisation: This will be your client name e.g. ABC Law
    • Initial State: Draft or In Progress 
    • Case Contact Details: First and last name, email and case contact status



  • Next, you'll be able to test your Zap if needed.

  • To complete the setup of your Zap, click Publish. This will toggle the Zap on as live for any new triggers.

    • Don’t forget to give your Zap a name.

  • Depending on your trigger app, a case may be created immediately or 15 minutes later within First AML



Help, I can’t find First AML in the Zapier marketplace?

First AML is a private app that is available by invite. This means it is not publically available on the Zapier public marketplace. Please reach out to First AML at support@firstaml.com to obtain access. 



Can you help me set up my Zap?

We are happy to help customers with setting up and testing your Zap. Please reach out to support@firstaml.com or your Customer Success Manager and our team will hop on a call to help you with set up. 



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