Adtaria is developing native Zapier integrations as we speak. In the mean time you can utilize our webhooks feature to integrate your favorite apps yourself.
We have Outgoing Webhooks and Incomming Webhooks.
Here is a quick demonstration on Webhooks:
Outgoing Webhooks (Adtaria β Zapier)
Setup Steps:
Create a Zap in Zapier with a "Webhooks by Zapier" trigger
Copy the webhook URL from Zapier
Create a new webhook above and paste the URL
Select the event type you want to trigger on
Test the webhook to verify connection
Incoming Webhooks (Zapier β Adtaria)
Setup Steps:
Create a webhook endpoint above for incoming data
Copy the generated webhook URL
Use this URL in Zapier as the webhook endpoint
Send POST requests with JSON data using the actions below
Available Actions (All Working)
1. create_deal
Create new deals in your pipeline
Fields: name*, description, value, pipeline_name*, stage_name*, contact_name, assigned_to
2. update_deal
Update existing deals by name
Fields: name* (to find), description, value, pipeline_name*, stage_name*, contact_name, assigned_to
3. create_contact
Add new contacts to your CRM
Fields: name*, email, phone, company, platform, profile_url, description
4. create_task
Create tasks with assignments and due dates
Fields: title*, description, due_date, deal_name, contact_name, assigned_to, categories
5. create_note
Add notes linked to deals/contacts
Fields: title*, content, categories, deal_id, contact_id
6. add_conversation
Log conversations and call transcripts
Fields: title*, transcript, summary, stage, recording_url, contact_id, deal_id
* = Required fields
Name Resolution: Use names instead of IDs for pipeline, stage, contact, deal, and user assignments