Zapier Integration
DailyStory's Zapier integration enables you to connect DailyStory with thousands of other applications using Zapier’s Triggers and Actions.
RecommendedNote: unlike DailyStory's native integrations, use of Zapier requires a paid Zapier account. We are always interested in helping our customers build new integrations. Please contact us if you have a custom app that we can integrate with.
Zapier Basics
For more details we recommend visiting zapier.com.
- 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.
- Create a free or paid Zapier account
A free account will give you enough API calls to test Zapier / DailyStory integration, but will likely be insufficient for production use.
- Create a DailyStory authentication token
Login to your DailyStory account and navigate to API tokens:
- Find your application's data center
Login to your DailyStory account and navigate to support:
- Request an invite to the DailyStory Zapier App
DailyStory's Zapier App is currently invite-only. While logged into Zapier, please request an invitation to the DailyStory Zapier app. The current version is version 1.10.
- Configure the DailyStory App in Zapier
After completing Step 3, you should be presented with the following screen:
- Enter the DailyStory authentication token and subdomain values obtained in Step 2.
Use "api" for the username.
🎉 Congratulations. You are now ready to use the DailyStory app!
DailyStory Zapier Triggers
The DailyStory Zapier integration provides several Zapier Triggers:
New Lead
Triggered when a new Lead in DailyStory is created. Returns a serialized Lead object.
Link Click
Triggered when a DailyStory tracking link is clicked. The following output fields are available in Zapier:
| Field | Description |
| id | Unique id of the link that was clicked. |
SMS Reply Received
Triggered when an inbound SMS message is received. The following output fields are available in Zapier:
| Field | Description |
| dsid | The contact's unique DailyStory Id |
| mobile | The mobile phone the message was received from. |
| message | The message that was received. |
See the example Save SMS Replies to Google Sheets using Zapier for an example of how to use this trigger.
OptOut Email
Triggered when a contact opts out of email. The following output fields are available in Zapier:
| Field | Description |
| dsid | The contact's unique DailyStory Id |
| email address | The email address that opted out. |
OptIn Email
Triggered when a contact opts in to email. The following output fields are available in Zapier:
| Field | Description |
| dsid | The contact's unique DailyStory Id |
| email address | The email address that opted in. |
OptOut SMS
Triggered when a contact opts out of SMS. The following output fields are available in Zapier:
| Field | Description |
| dsid | The contact's unique DailyStory Id |
| mobile | The mobile phone number opted out. |
OptIn SMS
Triggered when a contact opts in to SMS. The following output fields are available in Zapier:
| Field | Description |
| dsid | The contact's unique DailyStory Id |
| mobile | The mobile phone number opted in. |
DailyStory Zapier Actions
The DailyStory Zapier integration provides several Zapier Actions:
Create or Update Lead
An action used to either create or update a lead in DailyStory. It returns the ID of the lead. This ID can be used with the Add Lead Activity action as well.
Create or Update Contact
An action used to either create or update a contact in DailyStory. It returns the dsid (DailyStory unique ID) of the new contact.
Add Lead Activity
An action used to add an activity entry to a lead. See Attended GoToWebinar meeting as an example.
Send Campaign Email
An action used to send an email to a given lead. The email sent must be selected from a list of pre-built emails within DailyStory. Used to send emails for a specific campaign.
Send Campaign SMS
An action used to send an SMS to a given lead. The SMS sent must be selected from a list of pre-built text messages within DailyStory. Used to send text messages for a specific campaign.
Send SMS
An action used to send an SMS to a given lead. The mobile number and text message body must be provided.