Zapier Integration

Christy Cook Updated by Christy Cook

DailyStory's Zapier integration enables you to connect DailyStory with thousands of other applications using Zapier’s Triggers and Actions.

  • A Zapier Trigger listens for events that occur in your applications. For example, you can create a Zapier Trigger for Gmail that looks for certain emails.
  • A Zapier Action defines an action to be taken in your applications. For example, creating a new lead in DailyStory.

A Trigger combined with one or more Actions is called a “Zap.”

Setup Instructions

There are several steps required to configure DailyStory and Zapier integration. These steps are detailed below.

  1. Create a Zapier Account: Visit Zapier, and create an account.
  2. Create a DailyStory authentication token: Follow these steps to create a DailyStory authentication token.
  3. Request an invite to the DailyStory App

DailyStory's Zapier App is currently invite-only. While logged into Zapier, please request an invitation to the DailyStory Zapier app.

  1. Configure the DailyStory app in Zapier

After completing Step 3, you should be presented with the following screen:

  1. Enter the DailyStory authentication token and subdomain values obtained in Step 2.

🎉 Congratulations. You are now ready to use the DailyStory app!

DailyStory Triggers

DailyStory provides several Zapier Triggers:

  • Link Click: If a DailyStory tracking link is clicked.
  • New Lead: If a new Lead in DailyStory is created.
  • Page Visit: If a page configured for lead visit alerts is visited.

DailyStory Actions

DailyStory provides several Zapier Actions:

  • Create or Update Lead: Called first after any trigger to ensure that a lead is created in the correct campaign. It returns the ID of the lead. This ID can be used with the Add Lead Activity action as well.
  • Create or Update Contact: Creates or updates a contact in DailyStory, but does not add the contact to a campaign.
  • Add Lead Activity: Easily add details to the lead about the type of activity the lead participated in, such as Attended GoToWebinar meeting, for example.
  • Send Email: Sends an email to a given lead.

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