Zapier

Use Zidi as a trigger in Zapier. When a campaign recipient opens their link, clicks your call-to-action or reaches a watch milestone, Zapier can pass that event on to your other apps.

Available on: Pro

Zidi is a public app on Zapier. You can see its listing at zapier.com/apps/zidi/integrations.

What Zidi offers in Zapier

The Zidi app in Zapier has 5 triggers and 3 searches. It has no actions, so a Zap cannot create or change anything in Zidi.

All 5 triggers are instant.

On the Zapier page inside Zidi, some triggers have shorter names: Video Viewed, CTA Clicked and Campaign Launched. They are the same triggers.

Connect Zidi to Zapier

The sign-in happens inside Zapier, the first time you add a Zidi step to a Zap. The button in Zidi only opens the Zidi listing on Zapier.

1. In the sidebar, click Integrations.
2. Click the Zapier card.
3. Click Connect with Zapier. The Zidi listing on Zapier opens in a new tab.
4. In Zapier, create a Zap and choose Zidi as the trigger app. Pick one of the triggers.
5. When Zapier asks you to connect an account, sign in to Zidi in the window that opens.
6. On the Connect Zapier to Zidi screen, check the account email and click Allow access.

The screen lists what Zapier can do: read your videos and campaigns, receive view, engagement and CTA events, and manage its own webhook subscriptions. In Zapier, the connection is named after your Zidi email address.

Starter Zaps

The Zapier page in Zidi also lists Starter Zaps. Each one opens the Zapier editor with the Zidi trigger and the other app already chosen. You sign in, map a field or two, and turn the Zap on.

• New video → Slack message
• Video viewed → Google Sheets row
• CTA clicked → Gmail follow-up
• Watch threshold → HubSpot contact
• Campaign launched → Teams message

When each trigger fires

New Video View

This trigger fires only when a campaign recipient opens their personal campaign link. It fires once per recipient, on the first open. Later opens by the same person do not fire it again.

Views of a normal share link or an embedded video never fire it. At the moment of opening, Percent Watched and Watch Duration (seconds) are always 0. To act on how much someone watched, use Watch Threshold Reached.

CTA Button Clicked

This trigger fires when a campaign recipient clicks the call-to-action on their campaign page. It fires once per recipient, on the first click. CTA clicks on a normal share link do not fire it.

Watch Threshold Reached

Zidi checks three milestones: 50%, 80% and 100%. It fires for two kinds of viewers:

• campaign recipients watching from their personal link
• people who opened a tracked link you created with Share with tracking, or who were signed in to Zidi while watching

For campaign recipients, each milestone fires once per recipient. For tracked-link and signed-in viewers, each milestone fires at most once a day per viewer. A visit more than 24 hours later can fire it again.

For the second group, Company and Campaign Name are empty, and Viewer Email is always the viewer's real email. The campaign PII toggle does not apply to them. Anonymous viewers of a normal share link never fire this trigger.

When you add this trigger, Zapier asks for a Threshold Percentage. The Zap runs only when Percent Watched is at or above that number. For example, 80 runs the Zap at the 80% and 100% milestones. If one progress report crosses several milestones, Zidi still sends each one as its own event, and each lower milestone carries its own value as Percent Watched. So a Zap at 80 still runs only for the 80% and 100% events, and a Filter step on Percent Watched works the same way. Threshold Crossed tells you which milestone an event is for.

Zidi holds every 80% event for about 5 seconds and every 100% event for about 10 seconds, so a viewer's events normally reach Zapier lowest first.

New Campaign Launched

This trigger fires once each time you launch a campaign. It includes the campaign name and ID, the video, and the number of recipients.

New Video Uploaded

This trigger fires for every new video in your library: uploads, recordings made in the browser or with the Chrome extension, and videos you render from the editor. It includes the video title, the share link, a download link that works for 7 days, the duration and the source type. Rendering the same edited recording again later can fire this trigger again for the same video.

Why viewer names and emails show as "redacted"

By default, Zidi does not send a campaign recipient's personal details to Zapier. This applies to New Video View, CTA Button Clicked and campaign events from Watch Threshold Reached.

The recipient hash stays the same for one recipient. You can use it to match events for the same person without knowing who they are.

Send names and emails for a campaign

The toggle is set per campaign. You can only change it while the campaign is still a draft. Once you launch, the setting is fixed for that campaign.

1. In the sidebar, click Campaigns.
2. Open a campaign that is still in Draft.
3. In the Custom Webhook card, turn on Include recipient PII. You do not need to enter a webhook URL.
4. Click Save Webhook. You see "Webhook settings saved".
5. Launch the campaign.

The same toggle controls what Make, Slack and the campaign webhook receive. See Campaign webhooks for the rest of that card.

Searches

You can use these as search steps later in a Zap.

Find Campaign Recipients follows the same rule as the triggers. Recipient emails show as redacted unless the campaign's Include recipient PII toggle is on.

Manage or revoke access

When Zapier is connected, the Zapier page in Zidi shows Connection Details with the number of Active Zaps. Click Manage Zaps to open your Zaps on zapier.com.

To disconnect:

1. In the sidebar, click Integrations, then the Zapier card.
2. Click Revoke Access. Zidi stops sending events to all your Zaps.
3. In Zapier, go to My Apps, find Zidi, and disconnect it. Revoking in Zidi does not remove the connection from your Zapier account.

If your plan changes

Zapier needs Pro. If your account moves off Pro, your Zaps stay in Zapier but stop receiving events. Events that happen during that time are not sent later. If you switch from Pro to Starter, Zidi may also remove its Zapier connection. If Zapier asks after you upgrade, reconnect Zidi there. If your subscription is cancelled or ends instead, the Zapier connection stays and works again once you are back on Pro. See Plans for what each plan includes.

Troubleshooting

My Zap does not run

• The viewer used a normal share link. New Video View and CTA Button Clicked fire only from personal campaign links.
• The same person opened or clicked again. These triggers fire only the first time.
• The threshold is higher than the milestone. Check the Zap's Threshold Percentage.
• The campaign is more than 90 days old. Campaign tracking ends 90 days after launch. After that, no events are sent.
• Your plan is not Pro. Events are skipped while you are on Free or Starter.

Messages you may see

• "This request has expired": the sign-in window was open too long. Click Start over.
• "Invalid authorization request": the sign-in link from Zapier was incomplete. Close the window and connect again from Zapier.
• "Failed to revoke access": Zidi could not remove the connection. Try again.
• "Zapier access revoked here. To remove Zidi from your Zapier account, visit zapier.com → My Apps → Zidi → Disconnect.": revoking worked. Finish by disconnecting Zidi in Zapier.