Integrate Seidat to other platforms with Zapier

Seidat can be easily integrated with other platforms such as Salesforce, Hubspot, Microsoft Dynamics, or any other app that can be found from Zapier (full list of apps here). With the integration, you can reduce the amount of manual work when creating Seidat presentations.

Note! If the app you would like to integrate is not on the list of apps in Zapier, we can still create an integration to Seidat with our open API. Contact us in the chat to hear more. We also have a native integration to Pipedrive; more about the Pipedrive integration can be found here.

Zapier in short

Zapier is a web-based automation tool that allows individuals and businesses to connect their favorite apps and automate routine tasks without any coding knowledge. With Zapier, users can create "Zaps," which are automated workflows linking two or more apps to perform specific actions whenever triggered by a predefined event. These events, known as triggers, can range from receiving an email or form submission to a new entry in a spreadsheet or social media activity. Once triggered, Zapier executes the defined actions, or "Tasks," seamlessly transferring data and automating tasks across different apps.

How to connect Seidat with Zapier and create your first automation

Connect Seidat with Zapier while creating your first automation. In this example, we will create an automation in Zapier, which automatically creates a shared link to any new presentation that is created in Seidat. In the example, both trigger and action are Seidat; you can use different apps as triggers or actions if you want to connect Seidat to other apps.

• Create an account with Zapier if you don't have one, and log in. You can create an account on the Zapier website here. You can also use a free version of Zapier for Seidat integration.

• Start creating a new Zap in Zapier by clicking the "+ Create" and "Zaps" buttons.
  

• Then, choose the trigger by clicking "1. Trigger" and search for Seidat (screenshot below) and select that.

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• Once you have Seidat selected as a trigger, choose an event that will trigger the automation. For this example, we are going to choose "New presentation" and then click "Continue."

• Connect Seidat to Zapier. Click "Sign in," which will open a new window that will ask for an API key. Create the API key in Seidat Team settings > API keys and Zapier. In the Team settings, click "Create new API key" and write "Zapier" in the note field so you know where this API key is used (screenshot 1 below). Then click the "Click to reveal" button, copy the API key it shows there, and paste it to the field in the window that opened in Zapier, and finally, click "Yes, Continue to Seidat" (screenshot 2 below).

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• Seidat is now connected to Zapier. To test if the connection works, click "Continue" and "Test trigger." Zapier should now show you some presentations you have in your Seidat workspace that it will use as the trigger.

• Choose one of these presentations that will work as a test. Once the presentation is chosen, you should select an action from the window that pops up. In this example, we will use Seidat as both the trigger and the action, so search for "Seidat" and choose it to be the action, too.

• Then, choose the event that the automation will perform. In this example, we are going to choose "Create Shared Link" (screenshot below). Once that is selected, click "Continue" and then again "Continue" from the "Account" part, as you have Seidat workspace already connected to this Zap.

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• In the "Action" part, you can choose which presentation the automation will create a new shared link to. In this example, we want the automation to create a shared link to any new presentation that is created, which is why you should choose the "Custom" option for the presentation and "Presentation ID" from those fields (screenshot below). Now, the automation will fetch the presentation ID from the first step. Presentation ID identifies exactly to which presentation the automation will create a shared link to.

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• If you want, you can also add an automatic link note to the new shared link. You can use the data that is fetched from the trigger, or you can write any text. In this example, we are going to write a note "created by automation."

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• Finally, click "Continue" and then "Test step." To see if the automation works, find the presentation in Seidat that you chose to be the test trigger and go to the sharing page. A new shared link with a note you wrote in the previous step should have now appeared there.

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• If you want this automation to work for any new presentation in the future, click publish. Now, all new presentations will get a shared link automatically. Note! It can take some minutes before the link appears if you are using the free version of Zapier.

Triggers and actions in Zapier for Seidat

Triggers in Seidat that can start the automation:

• New presentation

• Shared link viewed

Actions in Seidat that can be performed with the automation:

• Create a shared link

• Duplicate presentation

• Create presentation

• Find and replace text in a presentation

One automation can have multiple steps in Seidat with different actions. In "Integration use cases," you can find an example.

Integration use cases

Personalised materials automatically

The most common use case for the automation is to create personalized materials in Seidat automatically. Once you set a data source (CRM, website form, a spreadsheet, for example) as a trigger, the automation can fetch any text from the data source and fill that in your Seidat slides, and then send the new, personalized presentation by email. For example, a lead wants to get an offer from your company and does that by filling out a form on your website.

How to do it?

In this example, we will use a form on a website as a trigger in the Zap. Once the form is filled out, the Zap will start running.

• Start the automation by adding the form as the trigger.

• The first action after the trigger in the Zap is "Duplicate presentation," which duplicates a ready-made offer template from Seidat. When you create the offer template, you can also add placeholders for text in the slides. These placeholders will be filled with the form answers. The placeholders for these texts are created in Seidat slides with [square brackets] (screenshots below).

  
  

  Offer template

  

  Offer created by the automaton

• The second action step in the Zap is "Find and Replace Text in Presentation in Seidat," where the automation finds the presentation that was duplicated in the first action step by the presentation ID (fetch it from the first action step), and then fills in the text placeholders with the data from the form (automation trigger).

• The third action step is for the automation to create a shared link in Seidat and add the offer receiver email to the link note (email is fetched from the trigger form, where the email is asked).

• As the last step, the automation will send a link to the offer to the lead by email. This can be done, for example, by having Gmail / Outlook as the last action step of the automation. The automation should look like in the screenshot below:
  

The trigger for automation can also be something other than a form, such as a deal moving to a new stage in a pipeline in your CRM. You can find more ideas for Seidat integrations on Seidat's Zapier page here (scroll down the page).

We are happy to advise you and give you ideas for integrations; please contact us through the chat if you want to discuss this further!