Zapier

[VIDEO]

Step 1: Get the API Key

You will first have to retrieve your API Key. This will allow you to log into your CustomGPT account in Zapier.

You will be able to find this by going to Project Settings > Sharing > API. There is more detailed guide on finding your API Key here.

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Haven't created your API key yet? Use this guide to create your CustomGPT API Key.

Step 2: Choose your trigger

In this example, I chose an incoming Slack message as my trigger, but this is up to you. You can browse Zapier's supported apps to choose your trigger.

Once you log into your chosen app, Zapier loads all the data.

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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Don't forget to Test action before moving onto next step.

Step 3: Add CustomGPT to your Zap.

Step 3A: Search CustomGPT as your App and event

Step 3B: Choose Event

There are four options:
Create Project
Delete Project
Send Message
Upload File

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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.

Step 3C: Log into your account

You will have to enter the API key that you retrieved in Step 1

Step 4: 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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Make sure to Test Action before publishing your Zap.