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Zapier Integration

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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

• New recording completed
• Signal Created

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Available Actions

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

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Common Workflows

• 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

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

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Troubleshooting

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

• API Documentation
• Workflow Guide
• Security Settings

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Support

• Email: support@buildbetter.app
• Visit our Help Center
• Check Common Issues