In simple steps you will learn how to integrate your store with Zapier so that in a few minutes, you can trigger automations and save time on manual or repetitive tasks.
🔍 In this article:
From Post.
From Zapier: create my first Zap.
Trigger.
Action.
1. What is Zapier?
Zapier is an application integration and automation tool .
This software helps us automate repetitive tasks, allowing us to join two applications that were not normally prepared to do so, that is, being able to send data between one and the other without the need for code!
An automation is simply setting something to run automatically. The heart of any automation boils down to a simple command: WHEN and THEN . "When this happens, then do this other thing . " - Zapier quick start guide
💡Using Zapier does not require code or technical knowledge.
2. How does it work?
🚀 With Zapier the possibilities are endless! You will be able to create different workflows or Zaps , integrating one application with another.
For example: create a zap integrating Publish with some social network, and share content on them every time you upload a publication in the store.
You must indicate the trigger event or Trigger ,
"When uploading a new post in Publica"...
and an action or Action ,
"Create a post on Instagram".
As shown in the example, we must first configure the event in the trigger application (Post) and once the task is completed an action will happen within another application (Instagram).
⚠️Before starting you will need:
- A public store .
- An account in Zapier .
- An account in each application with which you want to integrate the store.
3. How to set it up?
FROM YOUR PUBLIC STORE: Generate an API key to identify your store.
1. Enter the store. Go to Control Panel > Settings > Integrations > API Integration Keys :
If you haven't generated a key yet, click Generate New Key. If you previously generated one, that same one will be used for this integration.
2. Copy the key. Click on the icon, or select it and press CTRL+C
FROM ZAPIER: Set up your automations.
1. Login to Zapier . Register and log in with a Google, Facebook, Microsoft account or with an email:
With a free account you can create up to 5 integrations and 100 tasks generated by Zapier. In addition, you have different paid plans that will allow you to access more features. Click here to see all the plans.
2. Create your first Zap. Once you are logged in, click on " Create Zap ":
The following window will open:
i) Write a name for your zap. In the top left, click to edit the name. You can place for example, "Google Drive to Publica" or "Publica to Instagram".
TRIGGER (trigger event):
ii) Choose the trigger application and the event.
For example:
- Application: Google Drive.
- Event: New file in folder (New File in Folder).
"When uploading a file to a Drive folder"...
Click Continue and enter your Gmail credentials.
iii) Create and choose the folder in Google Drive. Create a folder in Google Drive, you can call it "Publications" or "Drive to Publica (Zapier)". Once you have created it, you can choose it from the drop-down menu:
Once the Trigger fields are complete, click Continue .
iv) Test the integration. Zapier will ask you to test the integration, make sure you have a test document in the folder mentioned above. Once you have uploaded the file, click Test trigger :
If the file was successfully found, you'll see the following information:
Click Continue .
Now that Zapier can access your content in the folder from Google Drive, let's create the event to post to Post.
ACTION (action):
v) Choose the application where the action will be performed. Choose the Publish app and then the Create Issue event.
"Upload a new publication in my Publica store"
Click Continue .
Zapier will request access to your public store. To do this you must have the url of your store (Store URL) and the api Key (key that we previously generated)
vi) Configure the publication data. You will be able to fill in some of the fields required for your publication in the store, thanks to the data returned by Google Drive.
In the Issue Name field we are going to use Title for the name of your publication:
In the Publication Date field we will use Created Date as the publication date, so the content will be created immediately:
In the File Extension field, select File Extension to indicate whether it is a PDF, EPUB, or MP3 file.
In the File URL field choose Web Content Link :
You can complete the optional fields or leave them empty to complete them later from the store.
👉 When you have finished filling in the data, click Continue .
vii) Test the integration. Click Test & Review:
If there were no errors loading information, you will see the following message:
viii) Activate your Zap. Enable the workflow so that every time you upload a file to your Google Drive folder, a post is created in your Post store.
In the main section, go to Zaps and make sure your workflow is set to ON , as shown in the image:
Voila, you've created your first Zap! 🎉
4. Zaps pre-configured.
We created some useful automations and want to share them with you. Click on the ones you want to try and add them to your Zaps :
If you want to discover more automations, go to Zapier Explore and search for Post:
Enter directly from here .
We hope this article has been easy for you. If you have questions about Zapier, you can consult the Zapier Help Center.
If you have questions about your store in Publica, write to us at [email protected] .