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Zapier Integration

Connect BuildBetter with thousands of other apps through Zapier to create powerful automated workflows.

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Features

  • Custom Workflows: Create automated workflows with any app
  • Trigger Events: Use BuildBetter events to trigger actions
  • Data Mapping: Map BuildBetter data to other apps
  • Multi-step Zaps: Create complex automation chains
  • Error Handling: Robust error management

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Setup Guide

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Prerequisites

  1. Zapier Requirements:

    • Zapier account
    • Appropriate plan for your automation needs
    • Access to required apps
    • API access enabled

  2. BuildBetter Requirements:

    • Active BuildBetter account
    • Admin privileges
    • API access enabled

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Installation Steps

  1. Connect BuildBetter

    • Go to Zapier dashboard
    • Search for BuildBetter
    • Connect your account
    • Authorize access

  2. Configure Triggers

    • Choose trigger events
    • Set up filters
    • Configure data mapping
    • Test connection

  3. Test Automation

    • Create test Zap
    • Run sample data
    • Verify output
    • Monitor execution

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Usage

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Available Triggers

BuildBetter events that can trigger Zaps:

  • New recording completed
  • Signal Created

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Available Actions

Actions BuildBetter can perform:

  • Create recording
  • Update signals
  • Generate document
  • Send notification

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Common Workflows

Example Zaps:

  • Send Slack message for new insights
  • Create CRM task from action items
  • Update spreadsheet with metrics
  • Generate support ticket from feedback

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Permissions

Required permissions:

  • API access
  • OAuth authentication
  • Data access
  • Action permissions

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Troubleshooting

Common issues and solutions:

  1. Connection Issues

    • Check API access
    • Verify credentials
    • Test authentication
    • Review logs

  2. Data Problems

    • Check mapping
    • Verify formats
    • Test transformations
    • Review sample data

  3. Execution Errors

    • Monitor task history
    • Check error logs
    • Verify triggers
    • Test actions

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Security

  • OAuth 2.0 authentication
  • Encrypted data transfer
  • Access controls
  • Audit logging

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Resources

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Support

Need help? Contact us: