By using Zapier with your StoryChief account, you can create custom workflows that trigger when you complete actions.

Watch our Academy video 📹 on workflows with Zapier for a step-by-step guide:

Here are some examples:

Let's get started!

Step 1. Visit your integrations page, here you will see Zaps that we have already created. You can choose to create a custom Zap by clicking here.

Step 2. You will now be asked to login or create a Zapier account. After doing so, you will be able to create your first Zap. Give it a name and choose the trigger that you want to use (if creating a custom Zap). Click on Save + Continue.

Step 3. Click the Connect an Account button to give Zapier access to your StoryChief account

Step 4. Your account is now connected. Click on Save + Continue.

Step 5. Zapier will now retrieve an example story to test your Zap with. Click on Continue.

Step 6. Search for the app that you want to use. For this example, we are going to choose Google Docs.

Step 7. The actions present depend on the app you have selected. Pick the one that you desire and click on Continue. You will then be asked to sign in to that app.

Step 8. You can now tell Zapier what data to use. We can choose a field from StoryChief by clicking on the + icon. It will then populate it with example data. Click on Continue.

Step 9. Click on Send Test. If you are happy with your Zap you can save it and turn it on.

Now whenever the criteria are met, your Zap will activate and complete the workflow that you have defined.