Integration with Zapier

Where to begin?

Complete a simple registration on Zapier.
Provide your Customer Success Manager with the email address that you used for registration on Zapier.
You will receive an invitation letter to the specified email address to gain access to Sendios applications.

After clicking on the link from the email, click "Accept Invite and Build a Zap" on the page:

You can start creating zap.

What is zap?

Zap is a connection or integration between two or more applications that allows you to automate your daily work.

The simplest zap consists of two steps:

Trigger - an event that starts a process;
Action - the action that happens in this case.

Zaps are launched automatically to transfer or manage data without your involvement.

A trigger can be some event that occurs in applications such as Google Calendar, Gmail, Pipedrive, etc.
An action from Sendios will be:

Send email - creates a user in the Sendios system and sends a system email;
Add user fields - saves user data in the Sendios system.

Pipedrive integration example

On the main page, click the "Create a Zap" button.
Choose the Pipedrive app on the first step.

From the list of available events, choose the one that suits you. In our example, it will be creating a new person in Pipedrive.

Select an account in Pipedrive to access Pipedrive data.

The final step of the first stage is verifying connection between Zapier and your Pipedrive account.

After a successful test, proceed to the second stage of creating a zap - adding an action. In the window that opens, look for Sendios.

Select an event.

At the next step, log in to the Sendios system by specifying your client_id:sha1(api_key) encoded in base64.

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It will be enough to configure it once, in the future at this step you will choose your account in Sendios. If you have any questions, you can always contact your Customer Success Manager for help.

Enter the data for the selected event. More details about what data you need to specify can be found here: Send Email, Add user fields.
Test the configured event.

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You can add several actions to one zap, which will be performed sequentially.

To run the zap, click "Publish Zap". You can also manage zaps on the page with your zaps.

Send Email

Send a system email similar to API endpoint.

Fields to fill:

Email of receiver (mandatory) - the email address where the email will be sent;
Transactional type ID (mandatory) - the type id of the transactional email that will be sent to the user. Can be found in admin panel;
Project ID (mandatory) - project ID, can be found in admin panel. Possibility to add other fields that will be variables in the email (is indicated by the product_url type key);
Data for letter - a block for adding dynamic variables that will be substituted into emails;
User data - a block for adding user information that will be stored in user data in the Sendios system and can be used later.

Add user fields

Store user data in the Sendios system similar to API point.

Fields to fill:

User data - a block for adding user information that will be stored in user data in the Sendios system and can be used later;
Email of receiver (mandatory) - the email address where the email will be sent;
Project ID (mandatory) - project ID, can be found in admin panel.

Limitations

In the free version of Zapier, you will have access to:

100 tasks per month and 5 zaps;
data transfer every 15 minutes.

You can find prices and services of paid plans here.