Connect to Zapier

This step-by-step guide shows you how to connect CustomGPT to Zapier and start building automated workflows using supported triggers and actions.

Get your API key

To connect your CustomGPT account with Zapier, youโ€™ll first need your API key. Go to Deploy > API.

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Note:

If you haven't created an API key yet, follow the guide [here] to generate one.


Choose your trigger

Select the app and event that will trigger your Zap. For example, you can use an incoming Slack message or any supported Zapier app trigger..

  1. Log in to your chosen app.
  2. Once connected, Zapier will load available data fields.
  3. Choose the field you want to use (e.g., message text from Slack).

For my Zap, I chose to use the text field from the incoming Slack message. This will allow me to send all the Slack messages to my selected CustomGPT project conversation.

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Note:

Don't forget to Test action to confirm the trigger works before proceeding.


Add CustomGPT to your Zap

  1. In the App & Event section, search for CustomGPT.
  1. Choose an e vent and select one of the following actions:

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Note:

Each of these Events will require a different setup. Click on one of the options above to jump to its detailed guide for setting up the Action section.

  1. Log into your account and enter the API key you retrieved in Step 1 to connect your CustomGPT account.
  1. Set up the action. Each Event requires a different setup. Make sure you follow the correct steps based on the Event you chose.
  • Create Project

This Action only requires a name for your new project.

  • Delete Project

This Action only requires the name of the project you want to delete.

  • Send Message

Project Name: Add the name of the project to which you'd like to send your message.

Conversation Name: Each project can support multiple different conversations. Either choose an existing conversation or start a new one by choosing New conversation

Lang: Choose the language for CustomGPT messages like "Ask Me Anything" (Default: English)

Message Text: This is the query that will be sent to your selected conversation. If you get an error, you may have hit your account limits. To view your limits, check your Limits & Usage.

  • Upload File

Project Name: Add the name of the project to which you'd like to send your message.

Data Retention: You can either keep the file for viewing in results and citations OR the system will delete the file immediately after processing.

File For Processing: This is the file that will be uploaded to the project you selected above.


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Note:

Make sure to Test Action before publishing your Zap.