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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Zoho Show integration with Zoho Flow

                                                                                                        Zoho Flow is an integration platform that helps you connect two different apps without any code. It works on the trigger-action methodology, where when an event is triggered in an app, you can instruct another app to perform an action. For example, ...
                                                                                                      • Overview of Zoho Show for Slack

                                                                                                        Zoho Show integrates with many external services to enhance its presentation services. One such integration is that with Slack. Once the Show app for Slack is installed, the app listing page opens in a new tab. The app lists under the Recent apps in ...
                                                                                                      • Zoho Show integration with Zoho Sheet

                                                                                                        The external data linking option in data fields allows you to integrate Zoho Sheet with Zoho Show. You can link any cell in the spreadsheet to your presentation as a data field. Any changes made to the spreadsheet can be synced with your ...
                                                                                                      • Install Humaaans for Show

                                                                                                        Featuring people in illustrations is one of the most popular designing techniques right now.  With impressive characters, you can set the right tone for your presentations and improve your brand identity. This type of artworks bring in a great deal ...
                                                                                                      • Using the Show Editor

                                                                                                        As soon as you click Zoho Show, the product interface will open. In the main editor, you can create and design presentations, discuss and exchange ideas with team members,  and play and deliver lectures from the G Drive platform. Create:   With the ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources