How it works

• Go to Settings → Integrations → All Integrations and locate Zapier.

• Authenticate your Dalil workspace and generate API keys if prompted.

• Use Zapier to create Zaps that automate workflows (e.g., “Add new Gmail contacts to Dalil”).

• Pre-built templates are available for popular tools like Mailchimp, Airtable, and Slack.

• Dalil can act as both a trigger and an action in Zapier-based flows.

Tips

• Start with simple Zapier flows like “New lead → Add to Google Sheet.

• Name Zaps clearly so your team understands what they do.

• Monitor execution logs in Zapier to troubleshoot issues.

• Use descriptive labels for API keys (e.g., “Zapier Prod”) for easier tracking.

FAQ

Q: Do I need coding skills to use Zapier with Dalil?

A: No. Zapier is a no-code platform—anyone can set up automations.

Q: Can I use Dalil as both a trigger and an action?

A: Yes, Dalil can send and receive data within Zapier flows.

Q: Do I need an API key to use Zapier?

A: Yes, generate one under Settings → Integrations → APIs if required by your Zap.

Make & n8n Integration

Design more advanced, flexible workflows using Make or n8n, ideal for technical teams who want visual logic or full control.

How it works

• In Settings → Integrations → All Integrations, locate Make or n8n.

• For Make, use Dalil modules in the visual flow builder to define multi-step automation.

• For n8n, connect to a self-hosted or cloud instance using Dalil’s API.

• Both platforms support Dalil as a trigger (e.g., “New Opportunity”) or action (e.g., “Create Task”).

• Full API documentation is available for complex use cases.

Tips

• Use Make for drag-and-drop logic; use n8n if you host your own automation server.

• Validate API calls with Postman or similar tools before deploying in Make/n8n.

• Build reusable flows for processes like onboarding or contact enrichment.

• Regularly back up and version your flows.

FAQ

Q: What’s the difference between Make and n8n?

A: Make is a hosted, visual platform. n8n is open-source and can be self-hosted.

Q: Do I need an API key for these tools?

A: Yes. You’ll generate it under Settings → Integrations → APIs.

Q: Is Dalil officially supported in Make or n8n?

A: Yes for Make (native module). For n8n, use HTTP modules with Dalil’s API.