Connecting to Zapier

In order to set up WhatConverts triggers and workflows in Zapier, you’ll need to connect your WhatConverts account. This article will guide you through the steps to set up your Zapier integration at either the Master or Profile account level.

Before you begin, make sure you're logged into both your WhatConverts and Zapier accounts.

Connect to Zapier from within WhatConverts

1From your WhatConverts account, navigate to the Zapier integration module.

For Master account integrations: Open the left-hand menu and click "Master Integrations".
For profile integrations: Navigate to the profile dashboard for the account you'd like to connect. In the top menu, click "Tracking". Click "Integrations".

2Click the "Automation" tab. In the Zapier module, click "Connect". Click the orange "+ Add Connection" button.

3If you are logged into Zapier, you will be prompted to authorize your WhatConverts connection. When prompted, click "Authorize".

You will now be able to set up triggers and workflows in Zapier.

Connect to WhatConverts from within Zapier

1Navigate to your Zapier dashboard. In the left-hand menu, click "Apps".

2In the upper right-hand corner, click “+ Add Connection". Use the pop-up search bar to select WhatConverts.

3In a separate tab, navigate to your WhatConverts dashboard to retrieve your API Token and API Secret.

For Master account integrations: Open the left-hand menu and click "Master Integrations".
For profile integrations: Navigate to the profile dashboard for the account you'd like to connect. In the top menu, click "Tracking". Click "Integrations".

4Under “API Keys,” click “Connect.” Click “+ Generate API Key.”

5Return to Zapier and paste the API Token and API Secret into the appropriate fields.