How to automate tasks with Zapier

1. Open Zapier and start building

   Once logged in, click “Create”- ''New Zap'' to start building your automation. Each Zap consists of a Trigger (what starts the automation) and an Action (what happens next).

   

2. Click Trigger and choose your desired App
   

3. Find the Sendible app

   In the Action step, search for Sendible in the app list. This tells Zapier that your automation will result in creating a post in Sendible. 
   

4. Choose your action

   You’ll be prompted to choose what action you want to happen in Sendible. For example, you can select:

   • Create Scheduled Post
   • Delete Post
   • Create Queued Post
   • Approve Draft Post

   

5. Connect your Sendible account to Zapier

   Next, you’ll need to connect your Sendible account. Click “Connect account”, log in, and authorise Zapier to access your Sendible workspace. This step ensures your Zap can communicate with Sendible to take actions automatically.

   

6. Configure your post

   You’ll be able to insert dynamic data pulled from your trigger app (eg., a Google Sheet). Select the profiles you wish the post to be sent to and fill in fields like:

   • Media URL
   • Title
   • Caption
   Note: When configuring your Zap, you’ll see a dropdown for Post Type. Options include: Post, Reel, and Story.

7. Test and publish

   Zapier will prompt you to test your Zap. This step ensures everything is set up correctly and that Sendible is receiving the data as expected. Once the test passes, click “Publish Zap” to activate your automation.

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