Using Zapier for integration#

Integrating Dante AI with Zapier#

Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and now Dante AI. With Zapier, you can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration.

To connect Dante AI with Zapier, follow these steps:

- Log in to your Zapier account.
- Click on ‘My Apps’ from the top menu bar.
- Now click on ‘Add connection’ and search for Dante AI.
- Select Dante AI from the list of apps and enter your Dante AI credentials when prompted.
- Once connected, click on ‘Create Zap’ to start creating your automation.

Creating Zaps with Dante AI#

A “Zap” is an automated workflow that connects your apps and services together. Each Zap consists of a Trigger and one or more Actions. A Trigger is an event in an app that starts the Zap. Once set off, the Zap automatically performs Actions, which are the events the Zap carries out. Example Dante AI Zaps:

  • Trigger: Receive a new email in Gmail.

  • Action: Dante AI generates a summary of the email content.

  • Trigger: A new event is added to your Google Calendar.

  • Action: Dante AI sends you a preparatory to-do list.

Creating Your First Zap with Dante AI:

In the ‘AI view’, type in what you would like to automate and click ‘Generate’, for example ‘When a Lead Gen form is created in Dante AI, email it to me on Gmail.’

In the ‘classic view’ select the two apps you want to connect, and then choose your trigger and the action and click ‘Try it’.

Here you can input the relevant account details for the apps you are connecting, and test your trigger.

Name your zap and turn it on.

Advanced features and tips#

Customizing Zaps:

  • Use filters to ensure Actions only happen with specific types of Triggers.

  • Add multi-step Zaps with several Actions for complex workflows.

Monitoring Your Zaps:

  • Keep track of task history and performance through your Zapier dashboard.

  • Modify your Zaps anytime to adapt to new requirements or to optimize processes.

Getting Help:

  • Visit the Zapier Help Center for tutorials and troubleshooting.

  • Contact Dante AI support for assistance with AI-specific inquiries.