Zapier Integration

Overview

The Zapier integration allows you to send branded emails from SendLouis triggered by events in over 5,000 apps. Use webhooks to connect your workflows and automate email sending based on form submissions, CRM updates, calendar events, and more.

Setup Instructions

1. Enable the Integration

   Go to the Integrations page and click "Connect" on the Zapier card. This will generate your unique webhook URL and API key.

2. Create a New Zap

   In Zapier, create a new Zap and set up your trigger (e.g., "New Form Submission", "New Contact", etc.).

3. Add Webhooks Action

   Add an action step and search for "Webhooks by Zapier". Select "POST" as the method.

4. Configure the Webhook

   Paste your SendLouis webhook URL from the Integrations page. Add a custom header with key X-Zapier-API-Key and your API key as the value.

5. Configure Payload

   Set up your webhook payload with the required and optional fields (see below).

6. Test and Activate

   Test your Zap to ensure emails are sent correctly, then activate it.

Webhook Payload

Your webhook payload should be JSON formatted with the following fields:

Required Fields

• email - Recipient's email address

Optional Fields

• subject - Email subject line (uses default if not provided)
• templateId - ID of the email template to use (uses default if not provided)
• Any other fields - These will be available as variables in your template (e.g., name, company, etc.)

Example Payload

{
  "email": "recipient@example.com",
  "subject": "Welcome to Our Platform!",
  "templateId": "template_abc123",
  "name": "John Doe",
  "company": "Acme Corp",
  "customField": "Any value"
}

Common Use Cases

• Send welcome emails when new contacts are added to your CRM
• Trigger follow-up emails after calendar events or meetings
• Send order confirmations when new purchases are made
• Notify users of form submissions or document uploads
• Send personalized emails based on spreadsheet data changes
• Automate onboarding sequences when users sign up

Troubleshooting