Agorapulse and Zapier—The How

Agorapulse makes managing your social media accounts significantly easier. What takes a dozen clicks in another tool or is impossible with the stock apps is often simple in Agorapulse. However, someone on your team still has to take the time to do it. With our new Zapier integration, you can connect Agorapulse to more than 8,000 apps and entirely automate some aspects of your social media strategy. It’s game-changing.

We’ve already looked at why you should automate Agorapulse with Zapier. Now, let’s dig into the nuts and bolts of how you can do it. I’m going to show you how to build two specific automations: 1) a way to create a draft post in Agorapulse from another Trello and 2) a way to send an inbox message to Slack based on its contents.

Consider these general examples. Then think about how you could fit similar automations into your own social media workflows. Now, on to the details.

What You Need to Automate Agorapulse with Zapier

You need three things to start automating Agorapulse with Zapier:

1. An Agorapulse account subscribed to the Advanced plan. You can also start a free trial if you haven’t signed up already.
2. A free Zapier account
3. An account with any of the 8,000 other tools that Zapier connects to Agorapulse. (For this tutorial, I’m going to use Trello and Slack.)

Zapier is a no-code automation platform that now connects Agorapulse and your other apps using a simple “if this, then that” workflow called Zaps.

Each Zap has a trigger and an action. Agorapulse currently has two options as a trigger:

1. It can trigger a Zap when you get a new inbox item or when its labels or sentiment analysis is updated.
2. It can trigger a Zap when a post is published (or fails to publish).

Agorapulse also currently has two options as an action:

1. It can create a new post draft when it triggers.
2. It can create a new publishing note when it triggers.

In the first Zap, we’re going to use Trello as a trigger to have Agorapulse perform an action. In the second, we’ll use Agorapulse for the trigger and Slack for the action.

Approval to Draft: Sending Trello Cards to Agorapulse Drafts

We’re going to build a simple automated approval workflow using Trello and Agorapulse.

I’ve got a Trello board set up with three columns:

• Post Ideas
• Drafts for Approval
• Approved Posts

I want to set it up so when a card is dragged from the Drafts for Approval column to the Approved Posts column, all the info on it is imported into Agorapulse.

Here’s one of the draft posts (stolen from this great article). I’ve set up custom fields for the link and post image, and the description will be the post text. Don’t stress too much about any of the details—this is just a demo, and the same idea will work in any app you want to use to plan your content strategy.

Now that Trello is set up, let’s jump into Zapier. Sign in and then click Create and then Zaps to build a new Zap. (You could use the Copilot to do all this automatically, but it’s better to do it manually a few times so you understand how Zapier works.)

This is the Zap editor. As you can see, the basic Trigger and Action idea is already configured for us.

Click Trigger and then find the app you want to connect to Agorapulse. I’m using Trello.

Now it’s time to configure the Trigger. From the Trigger event dropdown, select Card Moved to List and then click Continue.If you haven’t already, you’ll now be prompted to login into your Trello account to connect it to Zapier.

Zapier should import all your Trello boards and lists. Select the relevant Board ID and List ID from the dropdowns. I want the data to be sent to Agorapulse when a card is added to the Approved Posts list, so that’s what I’ve done here. For Card ID, leave it as Any and click Continue.

Now it’s time to test the trigger. Drag the test card to the Approved Posts board on Trello and then click Test Trigger in Zapier.

This will pull in all the latest records. Click on one and you’ll see the data Zapier has been able to fetch. In the screenshot below, you can see that Card Desc matches the text for the post.

Click Continue with Selected Record and then find and connect Agorapulse from the app list.

For the Action Event, select Create Draft and then click Continue.

Next, select the right values from the dropdowns. You can add tokens that represent the data imported from Trello. In the screenshot below, you can see I’ve added the custom Trello Link field to the Link field in Agorapulse. When you’re done, click Continue.

You’ll see an overview of the data that Zapier is sending to Agorapulse. Click Test Step and then head to Agorapulse to see if your draft has been imported. Below, you can see how the text of my post, link, and image are all available as a ready-to-post draft.

Head back to Zapier and click Publish to save your Zap. You should also give it a slightly more descriptive name.

And that’s it. Now when I drag a post to the Approved Posts column in Trello, it automatically gets added to Agorapulse. The exact same workflow works with any other task management or planning app, like ClickUp, Asana, or Monday.

Inbox to Support: Sending Instagram DMs to Slack

Now, with our first Zap up and running, let’s jump straight back in and set up a Zap where Agorapulse is the Trigger. I’m going to use Slack as the action, as posting messages to a Slack channel is a really common thing to do and easy for me to demonstrate.

As before, this same process will work with any tool. You can use this process to create tickets in your support app, add leads to your CRM, or anything else you can think of.

For the Trigger, select Agorapulse and then choose New or Updated Inbox Item for the Trigger Event. Afterwards, click Continue, select your Agorapulse Organization, click Continue again, and then click Test Trigger.

This will pull in recent/example messages, and then click Continue.

For the next step, we’re going to do something a little different. From the apps screen, select Filter. This will allow us to only send certain messages to Slack.

I’m going to use Agorapulse’s built-in sentiment analysis to send all negative messages to a Slack channel so they can be dealt with quickly. To set this up, set the filter to only continue if Payload Sentiment (Text) Contains Negative.

Click Continue. It’s okay if Zapier tells you it wouldn’t have continued if your example message doesn’t have a negative sentiment.

Next, select Slack, set the Action Event to Send Channel Message, and then click Continue. (You may have to connect your Slack account at this point.)

Fill in all the necessary details. You can use the token system to create a message that links to the negative message in Agorapulse so someone on your team can quickly address it.

Click Test Step. It might fail because of the filter condition, but if it does click Skip Test and then Publish.

Next it’s time to test things for real. Send one of the social networks you have connected to Agorapulse a negative message and it should pop up in your chosen Slack channel.

How about that for keeping your team on their toes?

Some of Our Favorite Apps to Connect to Agorapulse

Zapier allows you to connect more than 8,000 apps to Agorapulse. That’s a ridiculous amount of potential automations and workflows. Of course, some apps are more likely to be useful with social media workflows, but nothing is stopping you from connecting Agorapulse to your accounting software should you so wish.

Still, some of the apps that we feel sync really well with Agorapulse are:

• Microsoft Teams
• Zendesk
• Microsoft Dynamics
• Marketo
• Gorgias

What Else Can You Do with Agorapulse and Zapier?

There is almost no limit to what you can do by connecting Agorapulse and Zapier. If you manage your social workflows with Slack, Asana, Hubspot, ClickUp, Trello, or any other tool, you no longer need to worry about manually copying and pasting content between apps. Similarly, you can automatically send your customers’ messages to the right team by using Zapier filters.

So, why not automate your social workflows today? And let us know what you do—we’d love to see how our users unlock the power of Agorapulse.