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Let's build with Zapier and AI (100+ videos)
Transcript
[00:00] today's video is going to be a fun one so this is an automation that I used to do for the software I'm currently developing that will notify us for a new paid user now alternatively this could be used for anything within your software so another context would be a new user of your software or whatever you would deem as a relevant action you want to see show up in your slack workspace I think this is a pretty fun thing to do as when you create software there isn't like a here's your UI like you you're building out the user interface You're Building at the back end and slack can be used as a great tool for notifications like this therefore let's go ahead and jump in
[00:30] today's video The Tool we'll be using today is going to be zampier in order to send this notification the way we're going to be setting the trigger up today is going to be as a zap your web hook alternatively this could be used you know maybe a new subscriber to your mailchip email list whatever the trigger may be maybe a form submission you're going to learn how to create an automation to send a specific message to a slack channel in the early days of bump ups.com we were using the same workflow I'm about to show you today and it was just super fun to do now we've transitioned to using slack API directly in order to send the message you're
[01:01] about to see today but I'm going to show you a no code way of doing it so you can go ahead and just add it to your software platform and start getting those notifications this could also be applied to a bunch of other contexts as well let's go and begin new trigger web hook you can obviously use other triggers such as a Google form submission maybe a stripe payment whatever it may be in this video though I'm just going to show you through a web hook so if you want to use a web hook in this context you can put it within your software directly and you can do really cool custom actions we're going to go ahead and choose an event here of catch hook continue continue and we are
[01:32] provided with our web hook if you don't know what a web Hook is I want you to think of it like the ability to pass data between different softwares communication everything like that typically when we're communicating on a zap year and automation flow you're communicating between the different API you know maybe the trigger is an internal one of a scheduler within zap year but then you're commun with communicating with Instagram to post a post or an image or a video so this video though we're just going to go and copy this URL we're going to go ahead and come over to a website called Postman completely free you can sign up this is going to allow us to play around with
[02:03] our webbook here and send data realistically though you would probably be adding this webbook within your vs code project and sending it that way with whatever your trigger event is for example new user for us though we're just going to Simply put in that web hook then we're going to use these to put in the relevant data that we're receiving from that web Hook from this slack message we get a couple of different points that are relevant to us the email the name the plan and the country So within your software you would obviously code it out slash see whatever data is available for you to put into this web hook for us though
[02:33] we'll put an email name price country and then we're going to go ahead and put some fix text here just to show you how this works connect the dots proceed email we'll say Sam Smith gmail.com name will go Sam Smith surprising right price will say that our pent is $29.99 country we will go with the USA now that we have a relevant data here let's send some dummy data to our Automation and hit test trigger and it should show up here there we go now that
[03:05] we have data to play around with and you understand how to now send data to a zapier web hook this is where the fun begins we're going to go ahead and add an action here and we'll do slack obviously make sure you already have your slack connected to zapier we're going to do an event here we're going to say send a message send a channel message this is assuming of course you've already created your channel here so in order to create a channel just hit add Channel create new channel put in the name and then you know hit submit we've already done that so I'm just going to choose my account I'm naming this slack learn with me because I didn't want to use my company slack
[03:36] because there sensitive information in that so we're going to go ahead and create a whole slack or I've created a whole slack so that for future videos I can use this and I'll probably do more videos on slack in the future as well hit continue here we're going to pick our Channel which will be new paying user this is where we're going to put in all of our relevant text I like to add a little bit of an emoji a little bit of flare so we're going to do the confetti Emoji boom and then we just simply put in the relevant data that we receive from the web hook so we would get the email the name the country and the plan maybe add a little bit more fix text
[04:06] here so we know the currency type which would be USD once we do that we're going to say send as a bot yes the bot name is going be what's shown here that's going to be this right here so we'll go with the same name new paid user the bot icon is the default one is the zapier one but if you want your own custom one let me show you a little trick here go ahead and create a Google drive folder have it so that it is shared with anyone with the links and can be editor this other stuff is just other videos I've done so don't worry this is just where I put my test data this is the icon we're going to go ahead and use today hit the three
[04:37] elipses here hit share copy link with this link you're going to paste but this is actually not the correct link that we need to use in order for it to access it what I want you to do though is simply make sure to copy this part this is the ID once you copied that we're going to use this structuring of a link so go ahead and screenshot that pause the video that is how you want the link to look I'm going to hit no here for include a link to this zap and everything else we're going to leave default you got our data H continue and there we go y'all this should work we're going to test step boom Sam Smith new
[05:08] user new paid user found in our slack message now logistically how this would work is that I would enable it and then anytime this web hook receives data it will automatically send that to my channel let's show it real quick here we go we got new data here now we got a new user their name is Alex hit s and boom there we go we have successfully created an automatic notification that is customed to our software or any other real use case this is where it gets a lot of fun you can create a lot of just like very Niche notifications that are
[05:39] very specific to your software like for us maybe like it's how much time has been burned globally within all users and a ton of other stuff make sure you check out this channel here if you haven't already and I'll see you in the next video these are two different videos that YouTube has chosen for me please YouTube give him a good video get my CTA up I'll see you in the next video