Amber Release from ClickHelp: Zapier Rules Automations

by Bradley Nice, Content Manager at ClickHelp — all-in-one help authoring tool

In an era where time is of the essence and efficiency is paramount, ClickHelp has just made your life a whole lot easier. Introducing the latest update that brings Zapier integrations to the forefront, revolutionizing the way you manage documentation and streamline your workflow. Tedious manual tasks now can transform to seamless automation with ClickHelp and Zapier.

Why Zapier Integrations Matter

Zapier is the glue that connects over 6,000 apps, allowing you to automate tasks and workflows without any coding skills required. With Zapier, you can integrate ClickHelp with your favorite business tools, empowering you to accomplish more with less effort. Whether it’s automating sales outreach, marketing campaigns, customer support, or team handoffs, Zapier’s intuitive interface makes it easy to tame the chaos and bring order to your apps.

Endless Possibilities with ClickHelp and Zapier

The union of ClickHelp and Zapier opens up a world of possibilities. Imagine effortlessly sending Microsoft Teams channel messages for ClickHelp topic updates or creating ClickHelp topics directly from newly pushed Slack messages. Need to update tasks in ClickUp when new topics are updated in ClickHelp? No problem. With Zapier, it’s as simple as a few clicks.

But that’s not all. You can now create new publications in ClickHelp with successful builds in Jenkins, upload ClickHelp project backups to Google Drive daily, or even create ClickHelp topics from new Asana tasks. The integration possibilities are endless, from publishing ClickHelp projects on new releases in GitHub to creating Jira tasks based on negative feedback received in ClickHelp. With Zapier, the sky’s the limit.

How to Set Up Automation Using ClickHelp and Zapier

Getting started with automation using Zapier is easier than you think. Let’s say you want to automatically share new ClickHelp topics on Slack. With Zapier, it’s a breeze. Simply select ClickHelp as the trigger app, choose “Topic created” as the trigger event, select Slack as the action app, choose “Send channel message” as the action, map relevant fields, and voila! You’ve seamlessly automated the process of content distribution or team handoffs without breaking a sweat.

Here are the steps to automate the creation of ClickHelp topics from newly pushed Slack messages using Zapier:

1. Log in to Zapier. Begin by logging in to your Zapier account or sign up if you haven’t already.
2. Create a Zap. Click on the “Make a Zap” button to initiate the creation of a new automation workflow.
3. Choose Slack as the Trigger App. In the first step, select Slack as the trigger app. Choose the trigger event as “New Pushed Message” or any relevant trigger that suits your requirement.
4. Connect Your Slack Account. Follow the prompts to connect your Slack account to Zapier.
5. Set up Trigger Conditions. Configure any necessary trigger conditions, such as selecting the Slack channel from which messages should trigger the automation.
6. Test the Trigger. Once configured, test the trigger to ensure that Zapier is successfully receiving data from Slack.
7. Choose ClickHelp as the Action App. In the next step, select ClickHelp as the action app. Choose the action event as “Create Topic” or any relevant action that suits your requirement.
8. Connect Your ClickHelp Account. Follow the prompts to connect your ClickHelp account to Zapier.
9. Map Fields. Map the fields from the Slack message to the corresponding fields in ClickHelp, such as project ID, topic title, content, category, etc.
10. Test the Action. After mapping the fields, test the action to ensure that ClickHelp receives the data correctly and creates the topic accordingly.
11. Turn on the Zap. Once you’re satisfied with the setup, turn on the Zap to start automating the process of creating ClickHelp topics from newly pushed Slack messages.
12. Monitor and Manage. Monitor the Zap for any errors or issues and make adjustments as necessary. You can also manage your Zaps from the Zapier dashboard.

Following these steps will enable you to seamlessly automate the creation of ClickHelp topics whenever new messages are pushed to your Slack channel.

Additional tips.

• Start small. Begin with a simple Zap to get comfortable with the platform.
• Leverage filters and conditions. Customize your Zaps with filters and conditions for more complex workflows.
• Explore Zapier’s resources. Utilize their Help Center, tutorials, and community forum for guidance.
• Consider paid plans. For advanced features and higher usage limits, explore paid plans.

Remember: The specific steps might vary depending on your chosen apps and desired automation.

Benefits of ClickHelp’s Zapier Integrations

Let’s explore the multitude of benefits brought to the forefront by ClickHelp’s Zapier integrations:

• Saves time and effort by automating repetitive tasks.
• Improves efficiency by streamlining workflows across multiple apps.
• Enhances collaboration by connecting teams and tools seamlessly.
• Boosts productivity by freeing up time for more important tasks.

Ready to unlock the full potential of ClickHelp’s Zapier integrations? Head over to ClickHelp’s website to learn more about how you can automate your workflow and accomplish more with less work. With ClickHelp and Zapier, the future of documentation management is here.

Don’t let manual tasks hold you back. Embrace automation and take your productivity to new heights with ClickHelp and Zapier. Your time is valuable — let ClickHelp and Zapier help you make the most of it.

Happy documenting!

Bradley Nice, Content Manager at ClickHelp.com — best online documentation tool for SaaS vendors