Zapier Integration Guide

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1. Generate an API Key in Unify

1. Log in to Unify and navigate to Settings -> API Keys

2. Click Generate new API Key and optionally enter a name for the API key to specify its intended purpose (e.g. “Zapier”)

3. When the modal opens, click the Copy button to copy the API key to your clipboard. You should store the API key in a secure location (e.g. a password manager). For security reasons, you will not be able to access the value of the API key again after you close the modal.

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2. Zapier Setup

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Adding a Connection to Unify

1. Log in to Zapier and click on Apps in the left navigation bar.

2. Next, click Add connection.

3. Search for “Unify” and click on the appropriate result.

4. Here, you will use the API key that you created in Unify to connect to the Unify API. Optionally, enter a name for the connection.

5. You should then see Unify application in your list of applications, possibly under Other apps.

You can now use Unify Triggers and Actions in your Zaps!

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Creating a Zap with a Unify Trigger

1. Log in to Zapier and click on Create -> Zaps. When selecting a Trigger, search for “Unify”.

2. When choosing an Event, select “Sequence Step”.

3. Click on Choose when prompted to choose an account. You should then see the connection you created in the dropdown.

4. Next, you will enter a name for the Zap you are creating that will be used to identify the Zap in Unify.

5. You can then test the Trigger you’ve created to view test data from your application (if you have not used Unify sequences before, you will be shown demo data).

6. And now you can use data from the selected record to finish creating your Zap!

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Adding a Unify Action to a Zap

If you have created a Zap with a Unify Trigger, you can now add a Unify Action to the Zap. Currently, this is used for prompting the Unify sequence to move to the next step.

1. Here, when selecting an Action, you will once again search for “Unify”.

2. Select an Event: Move to Next Step, for example. This event will cause the Unify sequence to move to its next step if there is one, or to the end of the sequence if there isn’t. The End Sequence event will end the Unify sequence immediately.

3. You shouldn’t be required to choose an account - it should default to the account with which you created the Trigger.

4. You will map the Sequence ID from the Unify Trigger to the Sequence ID field required by the Unify Action.

5. If you would like, you can test the Action to see that Unify receives the data correctly.

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3. Using Zaps in Unify Sequences

1. Navigate to the Sequences page and click New Sequence

2. You will now have the option to Launch a Zap as part of your sequence. Feel free to include as many or as few Zapier steps in your sequences as you like (you can have multiple Zapier steps in a single sequence).

3. When building a Zapier step, you should be able to select the Zap you created earlier from the dropdown (identified by the name you entered into the Unify Trigger).

4. Once you have selected the Zap, you will have the choice to proceed with the sequence immediately after the Zap is triggered or to wait for an action back from the Zap. If you did not add a Unify Action to your Zap, you should choose Proceed to next step immediately. This is a good option if you would like the sequence to continue moving forward while the Zap is running.

5. Alternatively, you can choose to wait for an action back from the Zap. In this case, you will have wanted to create a Unify Action in your Zap to move the sequence to the next step. If you did this, you can select Wait for Zapier Action to proceed. You can then specify a Zapier Action Timeout, which is the amount of time you are willing to wait for the response from Zapier before moving on to the next step.

6. Lastly, you can add up to 10 custom text fields to the data passed to your Zap. This is a good opportunity to use Unify’s powerful text editor, with template variables and reusable snippets, including LLM-generated Smart Snippets. These custom text fields will be available to you in your Zap as variables, and you can use them to customize your Zap’s behavior.

7. After you are satisfied with your sequence (including whatever Zapier steps you have added), you can click Publish and view the steps in your sequence.

Now you can enroll people in your sequence and perform whatever custom logic you want to perform in your Zap!