Tettra's Zapier integration allows you to automatically create Tettra pages and suggestions based on certain conditions and workflows. Here's how you can create a Zap with Tettra's Create Page and Create Suggestions actions.

Step 1. Create Zap

On the left sidebar of your Zapier account, click Create and then Zaps.

 

Step 2. Choose Trigger

Choose a Trigger. 

Here are some examples we suggest:

• Google Calendar: create a new Tettra page every time certain event types (sales demos, customer meetings) are created on your calendar.
• HubSpot: create a new Tettra page every time a new customer record is created
• Intercom: create a new page suggestion when a conversation is given a certain tag

 

Step 3. Choose Tettra as Action

Once the trigger is set up, click the Action step. Type the word tettra and click the app that appears.

 

Step 4. Select Action

Select Choose an event and then Create Page or Create Suggestions, then click Continue.

 

Step 5. Sign in

Sign in to your Tettra account.

 

 

Step 6. Add API credentials

A window will pop up asking for API access. Find your API credentials here. 

 

Step 7. Allow access

Paste the API Key and Team ID to the corresponding fields on the pop-up window and then click Yes, Continue.

 

 

This will bring you back to the Zap creation page. Click Continue.

 

Step 8. Set up the action

Next, complete the action by adding the Title, Body or Description, and Category of the page or suggestions. 

For the body of your page, you can add some basic HTML such as headers, lists, etc into the Description box. Meanwhile, for the Title, you can use some dynamic values such as date. You can also choose the existing category from your Tettra space in which you'd like the page to be created.

Hit Continue once you complete all the fields.

 

Once you click Continue, you will be asked to test the Zap. If you want to skip this and turn on the Zap, click Skip Test.

Step 9. Turn on the Zap!

That's it; you're done! Click the Publish button at the bottom of your screen, and you are all set.

 

Related

• Zapier integration overview