Hey there πŸ‘‹ We heard you need some help setting up Placid + Zapier?

Here are all infos and a complete walkthrough to help you get your automation up and running. If you need more assistance, just ask! We’re always happy to help!

What can I do with the Placid Zapier integration?

We offer an officially maintained Zapier app to connect Placid to your nocode workflows. As of now, you can generate images and PDFs with it – videos will be available soon. In a Zap you can use data from other apps (like Airtable, Typeform, etc. and fill them into the dynamic layers of your Placid template.

Add the Zapier integration to your Placid project

First, you will need to set up a Placid project with a Zapier integration. Create a new project in Placid, or add the integration to an existing one in the project settings.

Create a template

You can design custom templates for your creatives with our drag and drop editor.

A template is a bit like cloze text: You define the basic layout, and decide which elements should be filled dynamically with content during your Zapier workflows later.

Design templates for the type of visuals you want to create in the Templates tab, and customize them to fit your brand.

Tips:

  • Define meaningful layer names
  • Uncheck the option Element is dynamic in the layer settings if that layer will not contain dynamic content (e.g. your logo)
  • Fill your layers with meaningful defaults, because these will be the fallbacks we use if your Zapier workflow does not send any values

Connect Placid's Zapier app

Login to Zapier and connect to the Placid Zapier app to use it in your workflows. Zapier will then prompt you to allow them to access your Placid account. You will need an API key from your Placid project to continue.

You get the token by either going to the API Token tab in your project, or by clicking the integrate button on a template.

Create a Zap

Now is the time to think about what you want to automate. Zapier connects to many apps like Typeform, Slack, Dropbox, Twitter,.. The possibilities are endless!

Create a new Zap and set up your custom workflow.

Set up a trigger event

Zapier's trigger event decides when your automation will be run. This could for example be triggered whenever there is a new RSS item in a feed, a new message is posted to a Slack channel, or a user submits a response to your Typeform.

Add a Placid action

Next, you're going to add Placid to your workflow, choosing a Create Image or Create PDF action. After you select your template, you will see all of the dynamic layers of your template. Fill them with the data you got from your trigger event – e.g. a specific Typeform response, your RSS item's title,..

Complete your workflow

Now you can use your generated creative in the rest of your workflow. Add more actions to e.g. post it to Twitter, send it to your Dropbox or send it directly via email.

Publish your Zap

If you want your zap to generate creatives for you, you will need to publish it. Once it's published, Zapier will run all your action steps every time your trigger event occurs.


We have created some tutorials that you can watch and/or read to see how to use Placid in your Zapier workflow:


We always love to see what creative workflows our customers come up with. Don't hesitate to share with us ask for help if you are stuck!