Zapier Integration

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

Recommended

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

Next, find your application's data center

Your data center helps Zapier know where to route your request. For example, your data center could be us-1, uk-1, etc.

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 when asked for the API Key and enter the data center id for the subdomain value.

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:

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.

Important

The Link Click event only works with DailyStory tracking links. It does not work with email, SMS, etc. clicks.

New Lead

Triggered when a new Lead in DailyStory is created. Returns a Lead object.

SMS Reply Received

Triggered when an \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 in a specific campaign.

See Attended GoToWebinar meeting as an example.

Send 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.

This message is sent using the DailyStory transaction email API.

Send SMS

An action used to send an SMS to a given lead. The mobile number and text message body must be provided.

The message is sent using the DailyStory transactional SMS API.