CassidyAI

How to connect Zapier to workflow triggers and actions

Connecting your Zapier account to Cassidy allows you to seamlessly integrate with thousands of apps and services through Cassidy workflows. This integration enables you to automate tasks, enhance productivity, and leverage the power of AI-assisted actions within Cassidy while connecting with your favorite tools and platforms.

To connect Zapier to workflow triggers and actions in Cassidy, follow these steps:

Open trigger or action settings: Click on a Zapier trigger or action within your workflow to open its settings.

Initiate connection: Click the "Finish Setup on Zapier" button to start the Zapier connection process for the trigger or action.

Log in to Zapier: If you are not already logged in to Zapier, log in and navigate to your Apps in Zapier (<a href="https://zapier.com/app/connections" rel="nofollow noopener noreferrer" target="_blank">Apps page</a>).

Add Cassidy connection: In your Zapier Apps, click the "+ Add connection" button and search for Cassidy in the search bar. Click on Cassidy when it appears in the search results.

Log in to Cassidy: If you haven't already logged in to Cassidy, you will be prompted to do so. After logging in, review the access request and click Accept to grant Zapier permission to interact with your Cassidy account.

Connection established: Once you have accepted the access request, your Zapier account will be connected to Cassidy, and you can use this connection in your Zaps.

*You can manage your Cassidy connection in Zapier from here (like reconnecting for example).

Set up your Zap or Cassidy workflow: To complete the setup of your Zapier trigger or action, follow the steps outlined in the respective articles in the <a href="https://docs.cassidyai.com/en/collections/9119873-triggers-actions">Triggers &amp; Actions collection</a>.

1. Open trigger or action settings: Click on a Zapier trigger or action within your workflow to open its settings.

2. Initiate connection: Click the "Finish Setup on Zapier" button to start the Zapier connection process for the trigger or action.
3. Log in to Zapier: If you are not already logged in to Zapier, log in and navigate to your Apps in Zapier (<a href="https://zapier.com/app/connections" rel="nofollow noopener noreferrer" target="_blank">Apps page</a>).

4. Add Cassidy connection: In your Zapier Apps, click the "+ Add connection" button and search for Cassidy in the search bar. Click on Cassidy when it appears in the search results.

5. Log in to Cassidy: If you haven't already logged in to Cassidy, you will be prompted to do so. After logging in, review the access request and click Accept to grant Zapier permission to interact with your Cassidy account.

6. Connection established: Once you have accepted the access request, your Zapier account will be connected to Cassidy, and you can use this connection in your Zaps.
 
 *You can manage your Cassidy connection in Zapier from here (like reconnecting for example).
7. Set up your Zap or Cassidy workflow: To complete the setup of your Zapier trigger or action, follow the steps outlined in the respective articles in the <a href="https://docs.cassidyai.com/en/collections/9119873-triggers-actions">Triggers &amp; Actions collection</a>.

By following these steps, you can seamlessly connect your Zapier account to Cassidy, enabling you to integrate with thousands of apps and services through Cassidy workflows.

This integration empowers your team to automate tasks, enhance productivity, and leverage the power of AI-assisted actions while maintaining the flexibility and connectivity of Zapier.