When setting up a Zap, The Find action can be used to locate a document in the ContentBot.ai document library, if no matching document is found, a new document can be created, the following guide walks through the process of Setting up a Zap to search for a document title, create a document if no match is found, or update the existing document with the content retrieved from an RSS update.
From your Zapier Dashboard select the + Create Zap button, and name your Zap (optional)
Configure your Trigger :
Select The Trigger Application, in this example we'll be using the Built in RSS tool
Chose the Event trigger, in this case we'll be selecting New item in Feed
Populate the trigger details, in our RSS trigger example, we insert the Feed URL and select the recommended option for What Triggers a New Feed Item
Select Continue and Test Trigger, and Continue again once the test is successful
Configure the Action :
Select ContentBot as the action Application
Select Find Document as the Event
Select Continue and choose your ContentBot user as the ContentBot account
Populate the Set up action details, in this example we will select RSS Title as search term that will be used the Title Field. We then check the Create ContentBot Document if it does' exist yet? box. We then add details to the Create HTML input box, in this example we add some free text, as well as the RSS Title, RSS Link and RSS Description
Select Continue and Test Action, and Publish Zap once the test is successful
Review the Zap and documents:
This new Zap should now be visible in Zapier and can be monitored on the Zaps page
As the RSS feed is updated, your Zap will now update any document with a matching title to the News items, or create a new document in ContentBot.ai and these documents can be found in your Documents folder, ready for editing.