How to connect Jumpshare to Zapier and add a Zap

Jumpshare offers Zapier integration to help you automate your visual communication and file-sharing workflow. Using Zapier, you can connect a Jumpshare workspace of your choice to over 5000 third-party apps, setting up automation for a wide variety of recurring tasks using virtual workflows called "Zaps."

Here's how to enable Zapier integration and set up a Zap.

Note: Zapier integration is only available on Business and Enterprise plans. Zapier places a 100 MB size limit on files moved around as part of automated tasks. At the time of writing, this size limit cannot be increased.

How to connect Jumpshare to Zapier

This is a simple two-part process. Begin by allowing Zapier integration for your Jumpshare workspace and then add your Jumpshare account to Zapier.

Enable Zapier integration for your Jumpshare workspace

1. Sign in to your Jumpshare account and from the top-left corner, switch to the workspace that you want to connect to Zapier.

2. Select  Workspace from the left sidebar.

Note: Only Owners or Admins can edit team workspace settings. Any user can edit workspace settings for their own personal workspace.

3. Switch to the  Integrations tab.

4. Click the  Connect button in front of Zapier.

Add your Jumpshare account to Zapier

1. Open in your browser.

2. Sign in if you already have a Zapier account. Sign up if you don't. You may skip selecting apps during the signup process.

3. Once on your Zapier Dashboard, select My apps from the left sidebar.

4. Click Add Connection.

5. Type "Jumpshare" into the search bar and select it from the search results.

6. In the pop-up that follows, sign in to Jumpshare if you haven't already, then click on the Allow button.

How to disconnect Zapier integration

1. Sign in to your Jumpshare account and from the top-left corner, switch to the workspace that you want to disconnect from Zapier.

2. Select Workspace from the left sidebar.

Note: Only Owners or Admins can edit team workspace settings. Any user can edit workspace settings for their own personal workspace.

3. Switch to the Integrations tab.

4. Click the Disconnect button in front of Zapier.

Simply hit the button again whenever you wish to reconnect to Zapier.

How to add a pre-made Zap template

The easiest way to add a Zap is to use a pre-built template. We offer Jumpshare Zap templates for a number of different use cases on our Zapier integration page.

1. Visit our Zapier Integration page.

2. Find a Zap template you'd like to use and click the Use this Zap button in front of it.

3. You will be taken to the Zapier website, where you can complete a simple step-by-step process to enable the Zap

This involves selecting your Jumpshare workspace and library (Personal or Team), linking the second app to Zapier, testing the Zap, and finally, turning it on. You may also customize the pre-filled automation parameters if needed.

Once you've completed the final step, the Zap will start automating your work.

How to build your own Zap for Jumpshare

You can start building your own Zap from within your Zapier account.

1. Sign in to your Zapier account and click the Build a Zap button in the left sidebar.

2. Select the app you'd like to set as the trigger. If you choose Jumpshare, you'll be able to choose one of eight triggers:

  • File Viewed (First Time)
  • File Downloaded (First Time)
  • File Viewed (Every Time)
  • File Downloaded (Every Time)
  • File Uploaded
  • File Received in Inbox
  • Comment Added
  • Mentioned in Comment

You will then be asked to choose a linked Jumpshare account followed by a workspace and library (Personal or Team).

3. Complete the Test trigger step and hit Continue

4. Choose an Action. You can add multiple Actions to a Zap. Every new step after the trigger can be

  • an Action performed by any of the 5000+ apps Zapier offers,
  • a Path that allows you to create branches in the automation based on certain conditions,
  • or one of 20+ built-in actions offered by Zapier (such as Delay, Filter, Email, and Code).

Jumpshare currently offers one action:  File Upload. This allows you to transfer files to a workspace and library of your choice.

5. You may now choose to test your new action, skip testing and publish the Zap, or add another action before or after the current one by clicking on the + icons between steps.

6. When you're done building your Zap, click Publish Zap followed by Publish & Turn On.

How to turn off or delete a Zap

1. Sign in to your Zapier account.
2. Select Zaps from the left sidebar.
3. Search for the Zap you want to disable or delete, then switch the toggle in front of it to Off.
4. Click on the three-dot icon to the right of the Zap and select Delete to remove it.

5. Click Move to Trash to confirm.