What is Zapier?
Zapier is a powerful tool that simplifies your daily tasks by automating repetitive work.
With over 7,000 integrations, it connects your favorite apps—like Google Docs, Notion, Gmail, and Slack—so they can work together seamlessly.
This article will guide you through integrating PLAUD with Zapier, making your workflows even more efficient.
How do I connect Zapier with PLAUD?
To connect Zapier with PLAUD, you'll first need to create accounts on both platforms. Here’s what you need to do:
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1 PLAUD account
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1 Zapier account with a subscription to the Free Plan or higher (View Zapier pricing)
Once you have the accounts ready, please follow the steps below:
1. Click "Account Settings".
2. Scroll down the page to locate "Zapier" and then click "Connect."
3. Choose a sign-in method between "Start free with email" and "Start free with Google" to sign in to your Zapier account.
4. After signing in, you'll be redirected to the Zap editor. Select the "Account" tab, then click the "Sign in" or "Connect".
5. Sign in to your PLAUD account and then click "Allow access" to grant Zapier access to your PLAUD account. Once you do this, the connections between PLAUD and Zapier will be established.
How do I create Zaps with PLAUD?
You can set PLAUD as a trigger. The available events differ based on your settings.
If you set PLAUD as a trigger, you can automatically send data when an audio file submission for transcription summary, re-transcription, or re-summary is completed,
For this example, we'll walk through the steps of configuring PLAUD as a trigger.
Here are the steps:
1. Choose an event for your trigger, then complete the sign-in in the "Account" tab.
2. After signing in, select the "Trigger" tab and complete the "Configure."
3. Once you complete the configuration in the “Trigger” tab, open the "Test" tab and click “Test trigger”.
4. Add an action and choose an event for the action. Then, complete the sign-in in the "Account" tab.
5. After signing in, select the "Configure" tab and complete the configuration.
6. Once you complete the configuration in the "Action" tab, go to the "Test" tab and click “Test step”.
7. If the Zap runs correctly, you can publish it to make it run in the production environment where your actual records can be pulled.
For step-by-step instructions on how to create Zaps, please refer to this article.