Plus plan required: Please note, to use integrations a plus plan is required.

Available in beta today! Join the Zapier beta here or access it in the app, in the Integrations tab (Click Zapier in that tab to join the beta).

How to get started with Cleft and Zapier

Please note, this is a very early stage feature i.e. experimental. We are looking for as much feedback as you can provide!

To get started, go to Zapier.

Select the action you would like to complete:

  • Note creation
  • Update note

Connect your account:

You will be prompted to connect your account:

  • Email
  • API Key

Test the trigger

  • This will give you a dummy note

Choose your destination

You may then choose where you would like to send your note.

For example, let’s send this to Slack:

  1. Select “Send direct message”
  2. Select Slack account
  3. Select channel
  4. Send message with added data
  5. Test it
  6. Once tested, you may publish it