Use the Zapier App Directory to find and establish your connection with Potion.

Go to “+Create Zap” and select the trigger that is appropriate for you.

Next move to Account → +Connect a New Account.

Provide Zapier access to your Potion account.

Login to your Potion account

Visit your personal profile (note this must be the profile that you want alerts about, if you’re managing this on behalf of a team you’ll need to repeat these steps for each unique profile)

Navigate to Your personal API token then click “Generate New Token”

Copy the token to your clipboard

Go to your Zapier account

Complete the ‘test step’ by hitting Continue with selected record

At this point you have setup Zapier to retrieve information from Potion.

Select Create Zap in Zapier

Consider what you want to be the trigger - Your trigger will be the event that you want to kick off the video generation process for a contact.

You'll need to have a minimum of either [Contact First Name + Email Address] OR [Contact First Name + Linkedin Profile]

If you intend to include a custom background you'll also need their website (you can usually grab this from their email and our example covers how to do this using Zapier)

Select your App that contains the trigger event: We're using Hubspot for our example.

Select add a step

Select Potion

Select your Event

Select the Potion Profile you want to generate the video

Copy the video ID from the video you want to personalize

Paste your video id into the the *Template Video ID field

Populate the data source for each of the inputs Potion Needs

The three fields below Template Video ID (shown below) Map to the CSV columns of the Add More Prospects PageAdd more Prospects Page

Select Continue and complete any testing steps

Select Publish

Make sure your Zap is toggled on

That's it! - You've just automated video generation!

Want to confirm it's working? - A video should already be processing due to the Zapier test step. To confirm this worked go to the video template page in Potion and search for the email address of the test contact. If you can't see the test contact go to the Trigger Step in Zapier -> Select Test from the right hand menu.

In Potion if you search the name list from the video template page you will see the name is in the queue, processing, or completed.

First, you'll need to connect Potion with Zapier which can be done by completing steps 1-5 in this article.

Select Create Zap

Select a Trigger from the editor and then search for Potion

Select the account (person who's video you want notifications for) from your available accounts.

If you don't see the account you're looking for, select +Connect a new account. For more instruction follow steps from earlier in this article on new account setup

Copy the video ID from the video you want notifications for

Paste your video id into the the *Template Video ID field

SelectContinue with selected record

Create an Action → Search for the App you want the action to take place in. For our example, we'll be using Slack.

Select the Event you want to take place.

Provide Zapier access to Slack

Define your Action

Test & Publish!

To test if this worked go to the channel you selected in Slack and confirm that your message appeared!