Step 1: Enable the Zapier Integration
To enable the Zapier Integration, go to Account > Integrations and install Zapier.
After clicking Install, you’ll be redirected to Zapier, where you’ll need to accept the invitation.
Step 2: Setting up Zapier
Once you have enabled the integration, you will need to allow Zapier to access your Cody account using the access token. To create an access token you need to go to Account > API Keys > Create API Key. Copy the API Key and paste it in your Zapier account.
Step 3: Build the Zap
To create a new Zap, click on + Create > New Zap.
You’ll encounter two key events in the setup:
Trigger: This is the initial event that kicks off the automation, or the “Zap.” It could be anything from receiving a new message to a scheduled time.
Action: This follows the Trigger and executes specific tasks like sending a message or adding data to a table.
You can use these two events to create automation that will allow integration of Cody with over 5,000+ apps such as GSuite, Telegram, Instagram, etc. If you are not familiar with Zapier, we have written an article that can guide you in building your first-ever Zapier automation.