{"id":352,"date":"2024-11-07T12:31:06","date_gmt":"2024-11-07T12:31:06","guid":{"rendered":"https:\/\/contentbot.ai\/documentation\/?post_type=docs&#038;p=352"},"modified":"2024-11-07T12:31:55","modified_gmt":"2024-11-07T12:31:55","password":"","slug":"linking-contentbot-ai-to-zapier","status":"publish","type":"docs","link":"https:\/\/contentbot.ai\/documentation\/docs\/linking-contentbot-ai-to-zapier\/","title":{"rendered":"Linking ContentBot.ai to Zapier"},"content":{"rendered":"\n<p>The Process to link ContentBot.ai to Zapier and create your first Zap<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Contentbot.ai can easily be linked to Zapier to kick start your workflows, please see the video guide below that follows the steps required, alternatively please review the text based guide underneath the video<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-embed-handler wp-block-embed-embed-handler wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Linking ContentBot.ai to Zapier\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/hg6xD1nuuAs?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_bc57d725f0\">Step 1.<\/h3>\n\n\n\n<p>Navigate to <a href=\"https:\/\/contentbot.ai\/app\/integrations\" rel=\"noreferrer noopener\" target=\"_blank\">Https:\/\/contentbot.ai\/app\/integrations<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1-1024x545.png\" alt=\"\" class=\"wp-image-354\" srcset=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1-1024x545.png 1024w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1-300x160.png 300w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1-768x409.png 768w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1-1536x818.png 1536w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-1.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_3d6dc3a652\">Step 2.<\/h3>\n\n\n\n<p>Click on your API key in the top right corner, to copy it to the clipboard (you&#8217;ll need this later)<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_8a664b6ac3\">Step 3.<\/h3>\n\n\n\n<p>Click on the <strong>Zapier Integration<\/strong> tile and then select the <a href=\"https:\/\/zapier.com\/apps\/contentbot\/integrations\" rel=\"noreferrer noopener\" target=\"_blank\">Zapier Integration<\/a> link on the next page. This will take you to Zapier to link your ContentBot.ai account to Zapier and create your first Zap<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_fad41f73c3\">Step 4.<\/h3>\n\n\n\n<p>Select the <strong>Connect ContentBot to 5,000+ apps<\/strong> button, and signup to Zapier (if you have not done so already). You can Signup using Single Sign On from Google, Facebook or Microsoft, or sign up using an email address.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2-1024x545.png\" alt=\"\" class=\"wp-image-355\" srcset=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2-1024x545.png 1024w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2-300x160.png 300w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2-768x409.png 768w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2-1536x818.png 1536w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-2.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Follow the Zapier onboarding workflow where you will Select your Role, company size, and the apps you use, this will help Zapier personalise you workflow recommendations, but you can skip this step if desired, then select <strong>Finish Setup<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_5a84a501b5\">Step 5.<\/h3>\n\n\n\n<p>Defining the <strong>Trigger:<\/strong> Immediately after Finishing your Zapier onboarding, you will begin to set up your your first Zap. Click on the <strong>Trigger <\/strong>tile to expand it. Then click the <strong>Event <\/strong>input box to reveal the trigger event options and select <strong><em>Publish Document<\/em> <\/strong>and then <strong>Continue <\/strong>to reveal the <strong>Choose account<\/strong> Section<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_872c447f82\"><strong>Step 6<\/strong><\/h3>\n\n\n\n<p>Linking the<strong> Trigger <\/strong>App (Contentbot.ai): Click on the <strong>Sign in<\/strong> button next to the <strong><em>Connect ContentBot<\/em><\/strong>option. Here you will be requested to enter your ContentBot.ai API key. Paste the API Key you copied in <strong>Step 2 <\/strong>into the API key input box, and select <strong>Yes, Continue <\/strong>to allow Zapier to Access your ContentBot.ai account. Your Accounts are now linked, select the <strong>Continue <\/strong>Button to finish setting up your first Zap<\/p>\n\n\n\n<p><strong>Note: <\/strong>Steps 1 to 6, guide you through linking your ContentBot.ai account to Zapier as part of a &#8220;creating your first Zap&#8221; workflow . If your goal was only to link your ContentBot.ai Account and not to create a Zap, you can abandon the process here.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_5152eec7d7\"><strong>Step 7<\/strong><\/h3>\n\n\n\n<p>Select the <strong>Test trigger <\/strong>button, if you do not have a a saved document ready in you Contentbot.ai account select <strong>Skip test <\/strong>and then <strong>Continue. <\/strong>Your latest ContentBot.ai document or the Contentbot.ai sample document will be pulled into the next step to continue setting up your Zap<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_3a9c5e4a77\">Step 8<\/h3>\n\n\n\n<p>Defining the <strong>Action<\/strong>: Please select the App that will perform an action after the Contentbot.ai Publish Document trigger has occured. You can select from the suggested Apps or Search for you required app. In this example we will select Gmail to send an email<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"546\" src=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3-1024x546.png\" alt=\"\" class=\"wp-image-356\" srcset=\"https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3-1024x546.png 1024w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3-300x160.png 300w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3-768x410.png 768w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3-1536x820.png 1536w, https:\/\/contentbot.ai\/documentation\/wp-content\/uploads\/2024\/11\/LinkingZap-3.png 1919w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Select the appropriate <strong>Event <\/strong>from the event input box for your chosen app. These events are specific to that App that is chosen. In this example we will select <strong><em>Send Email <\/em><\/strong>and then <strong>Continue<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_0f7a6b5744\">Step 9<\/h3>\n\n\n\n<p>Linking the <strong>Action <\/strong>App (Gmail): Click on the <strong>Sign in<\/strong> button next to the App you have chosen for the Event, here you will need to sign into the chosen app and perform any other step that is required for linking these accounts, in the case of our Gmail example we need to Approve the permissions granted by Gmail to Zapier and then <strong>Continue<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h_8c6e8ac204\">Step 10<\/h3>\n\n\n\n<p>Complete Action details: In our Gmail example, we complete the required details for our Send email event:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add an email address to the the <strong>To <\/strong>field<\/li>\n\n\n\n<li>Keep the default <strong>From <\/strong>value (Leave the field blank to user the default email address)<\/li>\n\n\n\n<li>Add a name in the <strong>from Name <\/strong>field<\/li>\n\n\n\n<li>Select the Contentbot.ai Document <strong>Title <\/strong>as the email <strong>Subject<\/strong><\/li>\n\n\n\n<li>Select the Contentbot.ai document <strong>HTML <\/strong>field as the email <strong>Body<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Select <strong>Continue, <\/strong>then <strong>Test Action <\/strong>to test that your first Zap is set up correctly. Once successfully tested, you can <strong>Publish your Zap.<\/strong><\/p>\n\n\n\n<p>You have now successfully Linked you Contentbot.ai Account with Zapier and published your first Zap. In this example, whenever a new Document is published in Contentbot.ai, it will be pushed into a queue where this Zap will pick up the document, and email it as per the configured details.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Process to link ContentBot.ai to Zapier and create your first Zap Contentbot.ai can easily be linked to Zapier to kick start your workflows, 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:\/\/contentbot.ai\/app\/integrations Step 2. Click on your [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[12],"doc_tag":[],"class_list":["post-352","docs","type-docs","status-publish","hentry","doc_category-zapier-integration"],"aioseo_notices":[],"year_month":"2026-04","word_count":709,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"contentbot","author_nicename":"contentbot","author_url":"https:\/\/contentbot.ai\/documentation\/author\/contentbot\/"},"doc_category_info":[{"term_name":"Zapier Integration","term_url":"https:\/\/contentbot.ai\/documentation\/docs-category\/zapier-integration\/"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/docs\/352","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/comments?post=352"}],"version-history":[{"count":1,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/docs\/352\/revisions"}],"predecessor-version":[{"id":357,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/docs\/352\/revisions\/357"}],"wp:attachment":[{"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/media?parent=352"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/doc_category?post=352"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/contentbot.ai\/documentation\/wp-json\/wp\/v2\/doc_tag?post=352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}