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George Apostolov

John Doe

Mark Dinn

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe837dd0e157abed81ef/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Stripe and select it.</li>
 <li>Choose a trigger event, such as "New Payment" or "New Customer".</li>
 <li>Connect your Stripe account and select the appropriate settings (e.g., payment, subscription plan).</li>
 <li>Add Ghost as the Action App.</li>
 <li>Select an action event, such as "Create Member."</li>
 <li>Connect Ghost, map Stripe fields, run a test, and click "Publish" to activate your Zap.</li>
</ol>

Automate Ghost membership with Stripe through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe857dd0e157abed821b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to start.</li>
 <li>Click "Trigger" and choose Zoom as the trigger app.</li>
 <li>Select "New Meeting" as the trigger event.</li>
 <li>Connect your Zoom account and configure the meeting details.</li>
 <li>Choose a Meeting type and run a test to confirm Zapier detects new Zoom meetings.</li>
 <li>Select Google Calendar as the action app.</li>
 <li>Choose "Create Detailed Event" as the action event.</li>
 <li>Connect your Google Calendar account and select the calendar for event creation.</li>
 <li>Map Zoom meeting details to Google Calendar and customize event settings.</li>
 <li>Run a test to verify the setup.</li>
 <li>Click "Publish" to activate the automation.</li>
</ol>

Automate Google Calendar event creation from new Zoom meetings

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe877dd0e157abed8250/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to start automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Typeform.</li>
 <li>Choose a trigger event, such as "New Entry."</li>
 <li>Connect your Typeform account.</li>
 <li>Select the form to monitor.</li>
 <li>Run a test to ensure Zapier detects new submissions.</li>
 <li>Add Google Calendar as the action app.</li>
 <li>Choose an action event, such as "Create Detailed Event."</li>
 <li>Connect your Google Calendar account.</li>
 <li>Map Typeform fields (e.g., name, email, date) to the event details.</li>
 <li>Run a test to verify that new form submissions create calendar invites.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Google Calendar invites from Zapier form submissions

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe897dd0e157abed8284/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to start.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Google Forms as the trigger app.</li>
 <li>Choose a trigger event, such as "New Response in Spreadsheet" then connect your Google account to Zapier.</li>
 <li>Select the Google Form response sheet you want to monitor.</li>
 <li>Run a test to ensure Zapier detects the data correctly.</li>
 <li>Choose Notion as the action app.</li>
 <li>Select "Create Database Item" as the action event.</li>
 <li>Connect your Notion account and choose the target database.</li>
 <li>Map Google Forms fields (e.g., name, email, response details) to Notion database properties.</li>
 <li>Run a test to confirm the Notion entry creation.</li>
 <li>Click "Publish" to activate the automation.</li>
</ol>

Automate Google Forms submissions to Notion databases

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe8a7dd0e157abed82b4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Stripe and select it.</li>
 <li>Choose a trigger event, such as "New Charge."</li>
 <li>Connect your Stripe account and configure the settings (e.g., the specific event or charge you're monitoring).</li>
 <li>Add Google Forms as the Action App.</li>
 <li>Select an action event.</li>
 <li>Connect your Google Forms account.</li>
 <li>Fill in the necessary fields.</li>
 <li>Run a test to verify the integration works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Google Forms to Stripe payment collection

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe8c7dd0e157abed82e4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create" and select "Zaps" to start a new automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select your form tool (e.g., Typeform, JotForm, Google Forms) as the trigger app.</li>
 <li>Choose "New Response in Spreadsheet" as the trigger event to capture new form submissions, then connect your Google Forms account.</li>
 <li>Select the specific spreadsheet and worksheet where form responses are stored.</li>
 <li>Run a test to ensure Zapier detects new responses correctly.</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Choose "Create or Update Contact" as the action event to sync form responses as HubSpot contacts.</li>
 <li>Connect your HubSpot account to Zapier.</li>
 <li>Map the Google Forms fields (e.g., name, email, etc.) to the corresponding contact properties in HubSpot.</li>
 <li>Run a test to verify that form data is syncing correctly to HubSpot CRM.</li>
 <li>Click "Publish" to turn on your Zap and automate lead capture from the form tool to HubSpot.</li>
</ol>

Automate HubSpot lead capture with Zapier form integrations

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe937dd0e157abed831a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to start automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Airtable.</li>
 <li>Choose a trigger event, such as "New Record."</li>
 <li>Connect your Airtable account.</li>
 <li>Select the base and table to monitor.</li>
 <li>Run a test to ensure Zapier detects new records.</li>
 <li>Add HubSpot as the action app.</li>
 <li>Choose an action event, such as "Create Task."</li>
 <li>Connect your HubSpot account.</li>
 <li>Map Airtable fields (e.g., task name, due date, description) to HubSpot task fields.</li>
 <li>Run a test to verify that new Airtable records create tasks in HubSpot.</li>
 <li>Run a test to verify that new Airtable records create tasks in HubSpot.</li>
</ol>

Automate HubSpot tasks creation from new Airtable records

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe957dd0e157abed834e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" then search for GitLab and select it.</li>
 <li>Choose a trigger event, such as "New Tag" or "New Merge Request."</li>
 <li>Connect your GitLab account.</li>
 <li>Select the Group and Project to monitor for changes.</li>
 <li>Run a test to ensure Zapier detects the trigger correctly.</li>
 <li>Add Jira as the Action App.</li>
 <li>Select an action event, such as "Create Issue" or "Update Issue."</li>
 <li>Connect your Jira account.</li>
 <li>Map GitLab data (e.g., tag name, commit message) to Jira fields.</li>
 <li>Run a test to verify that GitLab updates trigger Jira releases.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Jira releases from GitLab with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe977dd0e157abed837e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create" and select "Zaps" to begin the automation process.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Typeform as the trigger app.</li>
 <li>Choose "New Entry" as the trigger event to detect new survey submissions, then connect your Typeform account.</li>
 <li>Select the Typeform survey you want to use for segmentation.</li>
 <li>Run a test to make sure Zapier detects new survey entries.</li>
 <li>Add Mailchimp as the Action App.</li>
 <li>Choose "Add/Update Subscriber" as the action event, then connect your Mailchimp account.</li>
 <li>Select the Mailchimp audience/list where you want to add or update subscribers, and fill in the other necessary fields.</li>
 <li>Run a test to ensure Typeform survey responses trigger the correct segmentation in Mailchimp.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Mailchimp list segmentation from Typeform surveys

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe9b7dd0e157abed83b0/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create" and select "Zaps" to start the automation process.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Mailchimp as the trigger app.</li>
 <li>Choose "New Subscriber" as the trigger event to detect when a new subscriber is added.</li>
 <li>Connect your Mailchimp account to Zapier.</li>
 <li>Select the Mailchimp audience/list from which you want to pull subscriber data.</li>
 <li>Run a test to ensure Zapier detects a new subscriber.</li>
 <li>Add Google Sheets as the Action App.</li>
 <li>Choose "Create Spreadsheet Row" as the action event, then connect to you Google account.</li>
 <li>Fill in the necessary fields.</li>
 <li>Run a test to ensure that new Mailchimp subscribers' data is correctly passed to your Google Sheet.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Mailchimp subscriber lists with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fe9d7dd0e157abed83e9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click on "Create," and then select "Zaps" to get started.</li>
 <li>Click "Trigger" to proceed.</li>
 <li>Search for "Notion" to set it as Trigger App.</li>
 <li>Choose a trigger event, then sign in to your Notion account to continue.</li>
 <li>Click "Select pages" to proceed.</li>
 <li>Select "Allow access".</li>
 <li>Enter your Page Id, then click "Continue."</li>
 <li>Click “Test trigger.”</li>
 <li>Select "Continue."</li>
 <li>Match fields from the trigger app (e.g., Google Sheets columns or email details) to the corresponding properties in your Notion page or database.</li>
 <li>Choose an action event and connect to your account to continue.</li>
 <li>Select label and message.</li>
 <li>Run a test to ensure that data from the trigger app correctly creates a page in Notion.</li>
 <li>Once everything is working, turn on your Zap to automate page creation in Notion.</li>
</ol>

Automate Notion page creation with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fea07dd0e157abed841d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Asana to select it.</li>
 <li>Choose a trigger event, such as New Task or Task Updated, based on your needs.</li>
 <li>Authorize Zapier to access your Asana account.</li>
 <li>Select the Asana workspace and project to monitor for task changes.</li>
 <li>Run a test to ensure Zapier detects tasks from Asana.</li>
 <li>Add Notion as the action app.</li>
 <li>Choose an action event, such as Create Database Item or Update Database Item.</li>
 <li>Connect your Notion account.</li>
 <li>Map Asana task details (e.g., task name, due date, description) to the corresponding fields in Notion.</li>
 <li>Run a test to confirm Asana tasks sync properly with Notion.</li>
 <li>Once the test is successful, turn on your Zap to automate the workflow.</li>
</ol>

Automate Notion task management with Zapier and Asana

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fea27dd0e157abed8450/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to start automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Airtable.</li>
 <li>Choose a trigger event, such as "New Record."</li>
 <li>Connect your Airtable account.</li>
 <li>Select the base and table to monitor.</li>
 <li>Run a test to ensure Zapier detects new records.</li>
 <li>Add Slack as the Action App.</li>
 <li>Select "Send Channel Message".</li>
 <li>Connect your Slack account to Zapier.</li>
 <li>Choose the Slack channel and customize the message content to include details from the Airtable record.</li>
 <li>After testing the action, click "Publish" to activate your Zap.</li>
</ol>

Automate Slack alerts from new Airtable database changes

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fea47dd0e157abed8482/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to begin.</li>
 <li>Select the app (e.g., Trello, Notion, or Google Sheets) that will act as the source of the updates.</li>
 <li>Choose a trigger event, such as "New Database Item" or "Updated Database Item," to determine when updates should be sent to Slack.</li>
 <li>Authorize Zapier to access your Notion account.</li>
 <li>Select the Notion database you want to monitor for updates.</li>
 <li>Run a test to ensure Zapier detects changes in your Notion database.</li>
 <li>Add Slack as the action app.</li>
 <li>Choose an action event, such as "Send Channel Message" or "Send Direct Message," to decide how notifications are sent.</li>
 <li>Authorize Zapier to access your Slack account.</li>
 <li>Enter a Channel name.</li>
 <li>Run a test to verify that updates in Notion trigger notifications in Slack.</li>
 <li>This setup ensures that your team stays updated with real-time alerts in Slack, keeping everyone aligned and informed.</li>
</ol>

Automate Slack channel notifications from Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fea67dd0e157abed84af/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Slack and select it.</li>
 <li>Choose a trigger event, such as "New Channel" or "New Mention".</li>
 <li>Connect your Slack account</li>
 <li>Fill in the necessary fields.</li>
 <li>Run a test to ensure Zapier detects the trigger correctly.</li>
 <li>Add Microsoft Teams as the Action App.</li>
 <li>Select an action event.</li>
 <li>Connect Microsoft Teams, map Slack call details, test, and publish your Zap.</li>
</ol>

Automate Teams channels from Slack with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fea77dd0e157abed84d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for SharePoint and select it.</li>
 <li>Choose a trigger event, such as "New List" or "New List Item".</li>
 <li>Connect your SharePoint account and select the SharePoint site and document library or list you want to monitor.</li>
 <li>Add Microsoft Teams as the Action App.</li>
 <li>Select an action event.</li>
 <li>Connect Microsoft Teams, map Sharepoint details, test, and publish your Zap.&nbsp;</li>
</ol>

Automate Teams tabs from SharePoint with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929feaa7dd0e157abed8506/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click "Create" and then select "Zaps" to begin a new automation.</li>
 <li>Click "Trigger."</li>
 <li>Search for Trello and select it.</li>
 <li>Choose a Trigger Event, for example, "Card Moved to List" or "Card Updated," depending on when you want to update Salesforce.</li>
 <li>Authorize access to your Trello account.</li>
 <li>Choose the Trello board and list to monitor for lead updates.</li>
 <li>Run a test by clicking "Test trigger."</li>
 <li>Add Salesforce as the Action App.</li>
 <li>Choose an Action Event, for example, "Update Record" or "Create Record."</li>
 <li>Connect Salesforce to Zapier.</li>
 <li>Match Trello card details (e.g., name, status, description) to Salesforce lead fields.</li>
 <li>Verify that updates in Trello trigger corresponding changes in Salesforce.</li>
 <li>Activate the automation to sync Trello and Salesforce updates seamlessly.</li>
</ol>

Automate Trello and Salesforce lead status updates with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929feac7dd0e157abed853a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create," and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for and select Typeform as the trigger app.</li>
 <li>Choose a trigger event, such as "New Entry", then Connect your Typeform account to Zapier.</li>
 <li>Select the Typeform form you want to monitor for new submissions.</li>
 <li>Run a test to confirm Zapier detects new entries correctly.</li>
 <li>Add Trello as the Action App.</li>
 <li>Select "Create Card".</li>
 <li>Connect your Trello account to Zapier.</li>
 <li>Choose the Trello board and list where the card should be created.</li>
 <li>Test the action by creating a sample card in Trello.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Automate Trello card creation from new Typeform submissions

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/6929fef57dd0e157abed8b3b/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger."</li>
 <li>Search for Stripe and select it.</li>
 <li>Choose a trigger event, such as "New Charge."</li>
 <li>Connect your Stripe account and configure the settings (e.g., the specific event or charge you're monitoring).</li>
 <li>Add HubSpot as the Action App.</li>
 <li>Select an action event, such as "Create Deal" or "Create Invoice."</li>
 <li>Connect your HubSpot account.</li>
 <li>Map the fields from Stripe (e.g., customer name, payment amount, subscription) to the appropriate fields in HubSpot (e.g., deal amount, customer contact info).</li>
 <li>Run a test to verify the integration works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

Connect HubSpot and Stripe to automate invoicing

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f9dd673bd5aa8e61f42/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Google Docs' as your trigger app.</li>
 <li>Select a trigger event, such as 'New Presentation' or 'New Document in Folder.</li>
 <li>Connect your Google account.</li>
 <li>Add a folder and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Choose 'Basecamp' as the action app.</li>
 <li>Select 'New Document' as the action event. </li>
 <li>Log in to Basecamp and grant Zapier access.</li>
 <li>Choose the project or folder where the document will be created and click 'Continue'.</li>
 <li>Click 'Test step' to run a test to create a sample document in Basecamp and verify its placement and content.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Basecamp Document Creation from Google Docs with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f9ed673bd5aa8e61f77/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li></li>
 <li>Search and select 'Typeform' as your trigger app.</li>
 <li>Select 'New Entry' as the trigger event.</li>
 <li>Connect your Typeform account to Zapier by logging in and authorizing access.</li>
 <li>Select the specific form you want to monitor for responses and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Basecamp' as the action app.</li>
 <li>Select 'Create To-Do' as the action event.</li>
 <li>Connect your Basecamp account.</li>
 <li>Configure the event details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Basecamp Updates from Typeform Responses Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2f9fd673bd5aa8e61fa9/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li><h3 style={{"textAlign": "center"}}>How Factors works</h3></li>
 <li><a target="_blank" rel="noopener noreferrer nofollow" href="http://Factors.ai">Factors.ai</a> can identify upto 75% of accounts visiting your website with its waterfall enrichment model for account identification. With our website SDK, and other intent data sources like CRM, MAP, G2, ad platforms etc, we help you track what your accounts are doing across all your digital touch points. </li>
 <li>Once you have set up your integrations, you can score and categorize accounts into Hot, Warm, Cool, and Ice based on how much they've engaged with your brand.</li>
 <li>And, you can also understand which features your prospects are more interested in.For example, we understand that this prospect is more interested in workflows and account intelligence, so we can tailor our conversations around these features.</li>
 <li>If you want to know more about a particular account, you can track actions like website session, LinkedIn Ad viewed, visited G2, etc in a timeline journey.But just knowing this is not enough. You need to act on these accounts at the right time to get the best results.</li>
 <li>Your sales team can prioritize high-intent accounts by setting up alerts that notify them of key account activities.They can also set up customized workflows to automate manual processes like enriching contact details from Apollo.io, reaching out via LinkedIn or email, or updating information in your CRM. <a target="_blank" rel="noopener noreferrer nofollow" href="http://Factors.ai">Factors.ai</a> can also send customer journey information to Clay, so you can deliver personalized email at scale. </li>
 <li>For example, this workflow will fetch contact details from <a target="_blank" rel="noopener noreferrer nofollow" href="http://Apollo.io">Apollo.io</a> and add those to your email campaign (via Smartlead).</li>
 <li>Your marketing team can segment accounts based on various filters and use these to run intent-based campaigns on LinkedIn, Google, Meta, etc. For example, they can create a segment of accounts that have visited the pricing page in the last 7 days and run LinkedIn ads that target this particular segment.</li>
 <li>Plus, thanks to Account 360, you can see exactly how many times prospects have engaged with key assets, campaigns, and channels.Measure sales vs marketing engagement to identify where pipeline is stalling.</li>
 <li>With Factors AdPilot, you can 2X your LinkedIn Ads ROI by:<ul><li>Building highly targeted account lists,</li><li>Reaching more accounts with the same budget with impression control,</li><li>Scaling and optimizing LinkedIn campaigns with Conversion API and</li><li>Measuring LinkedIn's true impact on the pipeline with view-through attribution</li></ul><a target="_blank" rel="noopener noreferrer nofollow" href="https://app.storylane.io/share/nr7lpun8xlme">Learn more about LinkedIn Adpilot.</a></li>
 <li>And if your aim is to improve Google ads ROI, then Google CAPI can help you:- Send 3x more conversion events by capturing Google Click IDs on every interaction - Provide value-based conversion feedback so Google's automated bidding prioritizes high-value deals</li>
 <li>To measure how each channel is performing, you can use Factors' Segment insights and advanced reporting dashboards. With Segment Insights you can understand how each marketing channel is performing and compare their performance!</li>
 <li>Want to know what converted accounts do differently from non-converted ones? "Milestones" help define two key points in the funnel, like MQL → SQL or Demo → Opp, and identify actions that distinguish accounts that progress down the funnel.</li>
 <li><article>With custom event and funnel reports you can analyse cross-channel impact as well.</article></li>
 <li>For ex, Waystar's content team can clearly show the ROI of their content marketing efforts with this funnel report.</li>
 <li><h2 style={{"textAlign": "center"}}>And there you have it!</h2>Factors helps you identify website visitors, layer intent signals, engage accounts and activate them through the right channels at the right time. If you have any further questions, we are just a call away!</li>
</ol>

Factors.ai Product Demo

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa0d673bd5aa8e61fe3/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'ClickUp'.</li>
 <li>Choose and select the trigger event. </li>
 <li>Authenticate your ClickUp account by logging in and allowing Zapier access.</li>
 <li>Set up your trigger by selecting the 'Workspace', 'Space', 'Folder', or 'List' you want to monitor. Click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier can fetch a test task from ClickUp.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for and select 'Notion' as the action event.</li>
 <li>Select the action event.</li>
 <li>Authenticate your Notion account.</li>
 <li>Set up the action and click 'Continue'.</li>
 <li>Send a test item to Notion to ensure the data syncs correctly by clicking on the 'Test step' button.</li>
 <li>Click 'Publish'. </li>
</ol>

How to Automate ClickUp Documentation in Notion Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa1d673bd5aa8e6201a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'ClickUp'.</li>
 <li>Choose the trigger event for list creation.</li>
 <li>Set up your trigger and click 'Continue'.</li>
 <li>Click 'Test trigger' to ensure Zapier can fetch a test issue from ClickUp.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Search for and select 'Typeform'.</li>
 <li>Select the action event.</li>
 <li>Click 'Accept' to allow Zapier to access your Typeform account.</li>
 <li>Once you have set up your action event and account, click 'Continue'.</li>
 <li>Select the title to your form you want to monitor and click 'Continue'.</li>
 <li>Run a test to create a new list in ClickUp based on the sample Typeform response. Click 'Test step'.</li>
 <li>Click 'Publish' to enable and activate the Zap.</li>
</ol>

How to Automate ClickUp List Creation from Typeform Responses with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa3d673bd5aa8e62061/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On Make's main dashboard, click 'Create a New Scenario' at the top-right corner.</li>
 <li>Choose your preferred data source from the list of apps.</li>
 <li>After that, choose your preferred Trigger.</li>
 <li>Tap 'Create a Connection' to proceed.</li>
 <li>Since Google Sheets is selected as the Trigger app, click 'Sign In With Google' and then log into your account.</li>
 <li>Subsequently, click 'Allow' to agree with the terms and grant the necessary permissions.</li>
 <li>Provide the information needed to set up the Trigger accordingly.</li>
 <li>Once done, tap 'Save' to proceed.</li>
 <li>Select your preferred starting point and click 'Save'.</li>
 <li>Following that, click the 'Add Another Module' button.</li>
 <li>Find and select 'Coda' from the list of options.</li>
 <li>Pick your preferred Action. Make sure that it is capable of facilitating data entry from the configured source.</li>
 <li>Click 'Create a Connection'.</li>
 <li>As for Coda, enter your API Token into the provided input field and click 'Save'.</li>
 <li>One by one, fill out the input fields with the required information.</li>
 <li>For specific fields, you may use some dynamic items connected to the Trigger app. Simply choose them from the given list if you wish to transfer the exact data from the source to Coda.</li>
 <li>Once done, click 'Save' to proceed.</li>
 <li>Review the details of the integration, then click 'Save'.</li>
 <li>Subsequently, switch on the toggle button beside 'Every 15 Minutes to automate data entry from the source to Coda.</li>
 <li>Finally, the automation will be saved and enabled based on your custom input.</li>
</ol>

How to Automate Data Entry in Coda with Integromat

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa3d673bd5aa8e6209d/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Github' as your trigger app.</li>
 <li>Select 'New Commit' as the trigger event.</li>
 <li>Connect your Github account.</li>
 <li>Select the repository where commits will trigger the workflow and click 'Continue'.</li>
 <li>Click 'Test trigger'</li>
 <li>Search and select 'Discord' as the action app.</li>
 <li>Select 'Send Channel Message' as the action event.</li>
 <li>Connect your Discord account.</li>
 <li>Configure the event details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Discord Notifications from GitHub Commits with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa4d673bd5aa8e620d2/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Typeform' as your trigger app.</li>
 <li>Click 'New Entry' as the trigger event.</li>
 <li>Connect your Typeform account to Zapier by logging in and authorizing access.</li>
 <li>Select the Typeform you want to monitor for responses and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Discord' as the action app.</li>
 <li>Click 'Add Role' as the action event.</li>
 <li>Connect your Discord account.</li>
 <li>Select the Discord server where roles will be assigned and select the role to assign.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Discord Roles from Typeform Responses Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa6d673bd5aa8e620f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Go to HubSpot emails and move to the Automation tab.</li>
 <li>Click on the Create a new workflow button.</li>
 <li>Choose a trigger that starts the automation sequence.</li>
 <li>Design your automation by adding actions on the + sign.</li>
 <li>The action could be as simple as sending an email on a link click.</li>
 <li>Which you can do under the Communications column.</li>
 <li>And you can send an automated email using this. (Eg. Thank you mail, Confirmation mail etc.)</li>
 <li>Click on Review and send</li>
</ol>

HubSpot - how to automate emails in

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa7d673bd5aa8e62128/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li></li>
 <li>Search and select 'PagerDuty' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect and authorize your PagerDuty account in Zapier.</li>
 <li>Customize your trigger.</li>
 <li>Click 'Test trigger' to ensure Zapier receives sample incident data.</li>
 <li>Select 'Jira Software Cloud'.</li>
 <li>Click 'Create a new issue' as your action event.</li>
 <li>Link your Jira account.</li>
 <li>Configure the issue fields and click 'Continue'.</li>
 <li>Click 'Test step' to test the workflow.</li>
 <li>After successful testing, click 'Publish'.</li>
</ol>

How to Automate Jira Issues from PagerDuty with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa8d673bd5aa8e6215e/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Typeform' as your trigger app.</li>
 <li>Select 'New Entry' as the trigger event.</li>
 <li>Connect your Typeform account to Zapier by logging in and authorizing access.</li>
 <li>Select the specific form you want to monitor for responses and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Linear' as the action app.</li>
 <li>Select 'Create Issue' as the action event.</li>
 <li>Connect your Linear account.</li>
 <li>Configure the event details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Linear Ticket Creation from Typeform with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fa9d673bd5aa8e62193/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Zendesk' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Zendesk account.</li>
 <li>Choose the tag you want to use and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Linear' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your Linear account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Select 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Linear Updates from Zendesk Tickets Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2faad673bd5aa8e621cb/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>On your dashboard, click 'Create'.</li>
 <li>Name your automation.</li>
 <li>Click 'Choose A Starting Point'</li>
 <li>Choose the type of automation you want to create.</li>
 <li>Check the 'Include imported contacts' and click 'Save Starting Point'.</li>
 <li>To select your segment, click 'Filter who can enter' underneath your first trigger.</li>
 <li>Then click 'Add filter' to create a new one.</li>
 <li>Filter by 'Signup source'. </li>
 <li>Once you choose your filtering option, select the parameters you want to use, and click 'Use segment'.</li>
 <li>Select 'Add a journey point'.</li>
 <li>Click 'Send email' at this stage—although you can also send an SMS, tag customers, send a survey, or create more complex rules.</li>
 <li>Then select your schedule which days of the week you would like the first email to send, and whether you would like to send the email at specific times.</li>
 <li>Click 'Save' to proceed.</li>
 <li>Click 'Close'. </li>
 <li>Once satisfied, click 'Send Test Emails'. </li>
</ol>

How to Automate Mailchimp

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fabd673bd5aa8e621fe/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Set up 'Airtable' as your trigger.</li>
 <li>Select 'New or Updated Record' as a trigger event.</li>
 <li>Connect your Airtable account.</li>
 <li>Configure your trigger and click 'Continue'.</li>
 <li>Search for and select 'Miro' as the action app.</li>
 <li>Choose 'Create Board' as the action event.</li>
 <li>Connect your Miro account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step' to perform a test.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Miro Board Creation from Airtable with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2facd673bd5aa8e6222f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Google Slides' as your trigger app.</li>
 <li>Select a trigger event, such as 'New Presentation'.</li>
 <li>Click 'Continue' to connect your Google account.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>Choose 'Miro' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect and authorize your Miro account.</li>
 <li>Customize the action details in Miro and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Miro Templates from Google Slides through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fadd673bd5aa8e62268/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click 'Zap' to create a workflow.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'Google Form' as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Google Form account.</li>
 <li>Click 'Allow' for Zapier to access your Google account.</li>
 <li>Add the form you want to use and click 'Continue'.</li>
 <li>Click on the 'Test trigger' button to confirm data is being pulled correctly from Google Form.</li>
 <li>Click 'Continue with selected record'.</li>
 <li>In the 'Action' step, choose 'Monday.com' as the app.</li>
 <li>Select the action event.</li>
 <li>Connect your Monday.com account.</li>
 <li>Use Zapier's mapping tool to link the Google Form fields to the appropriate columns in your Monday.com board and click 'Continue'.</li>
 <li>Test the mapping to ensure data flows correctly by clicking the 'Test step' button.</li>
 <li>Once everything works as expected, click 'Publish'.</li>
</ol>

How to Automate Monday.com Workflow from Google Forms Responses with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fadd673bd5aa8e6229f/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for and select 'Typeform'.</li>
 <li>Select 'New Entry' as the trigger event.</li>
 <li>Connect your Typeform account.</li>
 <li>Choose the Typeform form you want to use and click 'Continue'.</li>
 <li>Click 'Test trigger' to submit a test response in Typeform and let Zapier fetch the data to ensure it’s working correctly.</li>
 <li>Search for and select 'Pipedrive'.</li>
 <li>Select the action event.</li>
 <li>Log in to your Pipedrive account and grant Zapier access.</li>
 <li>Match the Typeform fields to the corresponding Pipedrive fields and click 'Continue'.</li>
 <li>Click 'Test test' to run a test to create a sample contact in Pipedrive.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Pipedrive Contact Creation from Typeform Leads with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2faed673bd5aa8e622d4/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Select 'Gmail' as the trigger app.</li>
 <li>Click 'New Email' as the trigger event.</li>
 <li>Authorize Zapier to access your Gmail account.</li>
 <li>Select the label or mailbox and click 'Continue'.</li>
 <li></li>
 <li>Search and select 'Pipedrive' as the action app.</li>
 <li>Add an action for Pipedrive.</li>
 <li>Authorize Zapier to access your Pipedrive account by clicking the 'Allow and Install' button.</li>
 <li>Configure the action and click 'Continue'.</li>
 <li>Click 'Test step' to send a test email to your Gmail account matching the trigger criteria.</li>
 <li>Once testing is successful, click 'Publish' to turn on the zap to automate the workflow.</li>
</ol>

How to Automate Pipedrive Tasks from New Gmail Emails through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fafd673bd5aa8e622f8/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Open the report or dashboard in Power BI Service.</li>
 <li>In the top menu bar, click on the 'Subscribe' menu.</li>
 <li>Click 'Create a subscription' to initiate a new workflow to define how and when your report will be delivered.</li>
 <li>Name your subscription.</li>
 <li>Set up who should get the email, how often, and at what time.</li>
 <li>Review subscription details to ensure everything is configured correctly and click 'Save'.</li>
 <li>Success! Your Power BI report will now be automatically delivered according to your schedule.</li>
</ol>

How to Automate Power BI Reports

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fafd673bd5aa8e62316/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Navigate to your Coda document.</li>
 <li>Add a new task to your workflow to track work that needs to be completed.</li>
 <li>Select 'Button' to create an interactive button that will automatically add tasks with pre-filled information.</li>
 <li>Define what happens when someone clicks your button. This is where we set up the automation action. </li>
 <li>Choose which table will receive the new task data. Buttons can affect any table in your doc, creating flexible workflows.</li>
 <li>Customize your button's appearance with text that communicates its purpose.</li>
 <li>Take a moment to confirm that everything looks right. Your button should be ready to streamline your task creation process.</li>
</ol>

How to Automate Tasks with Buttons in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb0d673bd5aa8e6232a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside your Coda doc, navigate to your Google Sheets table and click the drop-down arrow next to the 'Refresh' button.</li>
 <li>Following that, tap 'Settings'.</li>
 <li>Head over to the right-side panel afterwards, then find Refresh This Table under the Sync tab. Select 'Hourly' or 'Daily'.</li>
 <li>After completing these steps, syncing the changes made to the Google Sheet table in your Coda doc will be automated based on your input.</li>
</ol>

How to Automate the Google Sheets Table Updates in Coda

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb1d673bd5aa8e62355/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Choose 'Microsoft Outlook' as the trigger app.</li>
 <li>Select a trigger event such as 'New Calendar Event'.</li>
 <li>Authorize Zapier to access your Outlook account.</li>
 <li>Select the calendar you want to monitor.</li>
 <li>Click 'Test trigger' and zapier will fetch a recent event from your Outlook calendar to test the setup.</li>
 <li>Choose 'Todoist' as the action app.</li>
 <li>Select 'Create Task' as the action event. </li>
 <li>Authorize your Todoist account.</li>
 <li>Customize the Task in Todoist and click 'Continue'.</li>
 <li>Click 'Test step' to confirm the data from the Outlook event creates a task in Todoist.</li>
 <li>After successful testing, click 'Publish'.</li>
</ol>

How to Automate Todoist from Outlook Calendar Events Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb2d673bd5aa8e6238a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search for 'Gmail' and select it as the trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Gmail account and grant Zapier permission to access your email.</li>
 <li>Add the label or mailbox and click 'Continue'.</li>
 <li>Test the trigger to ensure Zapier can pull email data correctly by clicking 'Test trigger'.</li>
 <li>Once the data has been pulled out, click 'Continue with selected record’.</li>
 <li>Search for 'Todoist' and select it as the action app.</li>
 <li>Choose an action event.</li>
 <li>Connect your Todoist account and grant Zapier permission to create tasks.</li>
 <li>Customize the Todoist action and click 'Continue'.</li>
 <li>Run a test to ensure the integration works as expected by clicking 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Todoist Task Creation from Gmail Emails with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb3d673bd5aa8e623bf/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Airtable' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Airtable account.</li>
 <li>Configure the event details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Click 'Typeform'.</li>
 <li>Select an action event.</li>
 <li>Connect your Typeform account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Typeform Survey Creation from Airtable with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb4d673bd5aa8e623f5/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Webflow' as your trigger app.</li>
 <li>Select 'Updated Order' as your trigger event.</li>
 <li>Connect your Webflow account.</li>
 <li>Select the site that you would like to receive notifications from and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Notion' as the action app.</li>
 <li>Select an action event.</li>
 <li>Connect your Dropbox account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Webflow Backups to Dropbox Through Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a2fb5d673bd5aa8e6242a/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>From your 'Zapier' dashboard, select 'Zap'.</li>
 <li>Click on the 'Trigger' field to select the event.</li>
 <li>Search and select 'Airtable' as your trigger app.</li>
 <li>Select a trigger event.</li>
 <li>Connect your Airtable account.</li>
 <li>Configure the event details and click 'Continue'.</li>
 <li>Click 'Test trigger'.</li>
 <li>Search and select 'Webflow' as the action app.</li>
 <li>Click 'Create Item'.</li>
 <li>Connect your Webflow account.</li>
 <li>Configure the action details and click 'Continue'.</li>
 <li>Click 'Test step'.</li>
 <li>Once the test is successful, click 'Publish'.</li>
</ol>

How to Automate Webflow Collections from Airtable with Zapier

<LiveDemoIframe src={"https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3328ab56e05a00fd7220/preview?step=1&embed"}/>

 
<h2>Guide</h2>

<ol>
 <li>Inside the main dashboard of your SharePoint list, go to the top menu bar and click 'Integrate'.</li>
 <li>Choose 'Power Automate' from the list of options.</li>
 <li>Subsequently, click 'Create a Flow' to get started.</li>
 <li>Browse the list of available Power Automate flows and then select your preferred option.</li>
 <li>Following that, log into the required Microsoft accounts and tap 'Create Flow' afterwards.</li>
 <li>Finally, the selected SharePoint list will be connected to Power Automate according to your preferred flow.</li>
</ol>

How to Connect a SharePoint List to Power Automate

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<h2>Guide</h2>

<ol>
 <li>Inside the main dashboard of Power Automate, navigate to the left-side panel and click 'Create'.</li>
 <li>Select 'Automated Cloud Flow' from the available options.</li>
 <li>After that, come up with a unique Flow Name and enter it into the provided input field.</li>
 <li>Next, search for 'Forms' and then choose the corresponding Trigger you prefer to use.</li>
 <li>Once done, tap 'Create' to proceed.</li>
 <li>Click the 'Trigger' tab afterwards to set up the parameters properly.</li>
 <li>Subsequently, click the 'Form ID' and choose the Microsoft form you prefer to use.</li>
 <li>Following that, click the 'Add' icon to configure the Action.</li>
 <li>Choose 'Excel Online' from the given options.</li>
 <li>Next, select the Action you wish to use.</li>
 <li>One by one, configure the parameters according to your liking. Simply provide your preferred Location, Document Library, File, and Name.</li>
 <li>Once done, tap 'Save' to save and activate your customized flow.</li>
 <li>After completing these steps, your Microsoft Forms will be integrated instantly with Microsoft Excel.</li>
</ol>

How to Connect Microsoft Forms to Excel Using Power Automate

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<h2>Guide</h2>

<ol>
 <li>Go to the 'Send' tab.</li>
 <li>Select 'Sequences'.</li>
 <li>Click '+ New sequence'.</li>
 <li>Select a template for your sequence.</li>
 <li>Inside the sequence editor, click on the first email and add a subject line.</li>
 <li>Write a friendly, engaging message introducing yourself and your brand.</li>
 <li>Customize the send time.</li>
 <li>Click 'Preview' to ensure your automation email looks good.</li>
 <li>Once everything looks good, make sure your automation is turned on by clicking 'Publish' so new subscribers receive the email automatically.</li>
</ol>

How to Create Automated Welcome Email ConvertKit

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<h2>Guide</h2>

<ol>
 <li>Log in to Zapier, click "Create", and select "Zaps" to begin.</li>
 <li>Click "Trigger" and search for Gmail.</li>
 <li>Choose a trigger event, such as "New Email" or "New Labeled Email".</li>
 <li>Connect your Gmail account.</li>
 <li>Select the inbox or label you want to monitor.</li>
 <li>Click "Test trigger."</li>
 <li>Add Coda as the Action App.</li>
 <li>Select an action event, like "Create Row" or "Update Row" in Coda.</li>
 <li>Connect your Coda account.</li>
 <li>Select the target doc and table.</li>
 <li>Run a test to confirm everything works correctly.</li>
 <li>Click "Publish" to activate your Zap.</li>
</ol>

How to send automated emails from Coda tables

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