Automate workflows with Zapier

Zapier lets you connect PublishFi to hundreds of other apps without writing any code. Once a trigger fires — such as a video export completing or a new project being created — Zapier can automatically update a spreadsheet, send a Slack message, create a task, notify a client, or kick off any other action in your stack.

What you can automate

Common PublishFi + Zapier workflows include:

• Export → notify: When a video finishes exporting, send an email or Slack message to the recipient automatically.
• Publish → CMS: When you publish a video, create a draft post in your CMS with the video link pre-filled.
• New project → task: When a new PublishFi project is created, add a corresponding task to your project management tool.

Setting up your first Zap

1. Log in to zapier.com and click Create Zap.
2. Search for PublishFi as the trigger app and select the event you want to respond to.
3. Connect your PublishFi account by authorizing Zapier when prompted.
4. Choose an action app (for example, Slack, Google Sheets, or Notion) and configure the action step.
5. Test the Zap and turn it on.

Once active, the Zap runs automatically in the background every time the trigger condition is met.

Tips

• Use Zapier's Filters step to run actions only when specific conditions are met (for example, only when a project belongs to a certain client folder).
• Use Formatter steps to clean up video titles or dates before they land in other tools.
• Check Zap History in Zapier to troubleshoot any runs that did not complete as expected.