Zoho Show integration with Zapier

Zoho Show integration with Zapier

Zapier lets you connect an app with thousands of other popular apps to automate your work. Zaps are workflows that link two or more apps together. Zap consists of two parts: a trigger and an action. A trigger is an event in an app that starts the Zap and the action is what the Zap does in response to the trigger. 

The Zapier integration with Show lets you create a new presentation based on the triggers set in other apps. Say you are receiving an email on Zoho Mail and you want to create a presentation based on the details of the mail. You can set up a Zap to automate this workflow by linking Zoho Mail and Show using Zapier.

Here, receiving the email is the trigger and creating a presentation is the action.

With the Zapier integration with Show you can connect over 5000 apps with Show without writing a code.

Zoho Mail + Zoho Show

It is mandatory to create a presentation with data fields to integrate with Zapier. You can also choose to add this presentation as a template to your org's library to repurpose it. 
  1. Open the Zapier App and click Create Zap.
    This will take you to the trigger page. 
  2. Click the Untitled Zap in the top-left corner of the pane to name the Zap.

Configure your trigger

Choose an app and event

  1. Search for the app you want to integrate Show with. Here, we have chosen Zoho Mail. 

  2. After selecting the app you, will need to choose an Event.  This is the trigger that you will have to set. Here, we have chosen New Mail.
  3. Click Continue.

Choose account

From the dropdown, select the Zoho Mail Account. Choose the account and click Continue.

Set up Trigger

  1. Select the folder name in which the new mail will be received.
  2. Now, if you want the search results of the email to be grouped together select Yes else select No.
  3. The email address you linked will be listed in the Account Details dropdown. Choose the preferred account. 
  4. Click Continue.

Test your trigger

  1. The Test your trigger dialog will appear. Click Test Trigger.
  2. You will find the details of the recent email received in the chosen folder, click Continue.
The Action dialog will appear.

Set up an action

Choose app & event:

  1. Search for Zoho Show.
  2. From the Event dropdown, select Create a Presentation.
  3. Click Continue.

Choose Account

Choose the Show account in which you have the presentation and click Continue.

Set up Action

  1. Enter a name for the presentation that will be created, or you can choose the name from the triggers.
  2. If you have multiple WorkDrive accounts, choose the preferred account from the list.
  3. Choose between Presentations or Templates.

  4. Based on your choice, presentations or templates will be listed. Select the required presentation or template.
  5. The data fields in the presentation will be listed below. Map it with the values in the new email to create a new presentation. 

  6. Choose Yes if you want to publish the presentation externally, or choose No
  7. Click Continue.

Test action

  1. To review the action, click Test action.
  2. To continue creating the presentation, click Skip test.

  3. You'll receive a pop up asking if you are ready to publish your zap, click Publish.
  4. In the next screen you can choose to Retest & review or Publish Zap to create the presentation.
A new presentation with the details in the new email will be created in Zoho Show.

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