A Zapier automation that makes a published Contentbot.ai document available in Zoho Writer
A Contenbot.ai document can easily be sent to Zoho Writer via an automation (Zap) when Published to Zapier. Please see the video guide below that follows the steps required, alternatively please review the text based guide underneath the video
Step 1
Navigate to https://zapier.com/apps/contentbot/integrations and select the Try it Button on the right of the Create Zoho Writer documents from new published documents in ContentBot template tile.
Step 2
Configure your Trigger :
- Select The Trigger Tile on the Zap editor
- This opens on the Account tab, (the App & event are already populated). Please check that the correct ContentBot account has been selected, and then select Continue
- Select Continue and Test Trigger, and Continue again once the test is successful
Step 3
Configure the Action :
The Text in Formatter by Zapier action will be opened next on the Test tab (App & event and Action tabs are already populated)
- Select Test Action and then Continue
Step 4
Configure the Action :
The Create Document in Zoho Writer Action tile opens on the Account tab, (the App & event are already populated).
- Please check that the correct Zoho Writer Account is selected, if you have not yet connected your Zoho Witer account, please select Sign in, then select the domain where your Zoho account data resides, then review and Accept the data sharing requirements. Then select Continue
- Check/Populate the Action details, in this example we will keep the prepopulated settings – where we use the ContentBot Title as the Document Name and the ContentBot HTML as the Text
- Select Continue and Test Action, and Publish Zap once the test is successful
Step 5
Publish your ContentBot.ai Document and view the results
You can now Publish your document from the ContentBot.ai Document Library by selecting File -> Publish -> Zapier
Once the document has been published it is placed in a queue, which is cleared and Processed when Zapier requests documents from ContentBot.ai, after this occurs you can view the document in Zoho Writer
You have now successfully Created and run a Zap that creates a new Zoho Document whenever a ContentBot.ai document is published.