Zapier allows you to connect to thousands of other services and import values into FinDaily to further customize your emails.
- Adding the FinDaily App in Zapier
- Connecting Zapier to FinDaily
- Zapier Authentication
- Before Email is Sent Trigger
- Set Custom Variable Value Action
Adding the FinDaily App in Zapier
While FinDaily is still in Early Access, the Zapier app is restricted to FinDaily users only. You can visit this link https://zapier.com/developer/public-invite/129122/90df11121480ea1dc951fa50bbf01987 to accept an invite to the Zapier app and get started building your integrations
Connecting Zapier to FinDaily
In Zapier, navigate to
Connections and search for the FinDaily app connection.
When the FinDaily application is selected, you'll be prompted to authenticate your account with Zapier via an API Key.
In your FinDaily account navigate to the
Integrations tab on your dashboard and select Zapier (API Keys). You should see a
Generate button. Clicking that will generate your API Key which you can copy and paste into the Zapier API Key authentication.
Before Email is Sent Trigger
This trigger fires 15 minutes before an email is scheduled to be sent out. This is useful if you want to perform some actions such as syncing data or updating custom variables so everything is up to date before the email is sent.
Set Custom Variable Value Action
This Action can be used to set the value of a variable you have created in your profiles Custom Variables.
Questions about this page? Send us a message via the widget in the bottom right of the screen ↘️