Zapier

Zapier connects Quin to over 7,000 apps, letting you automate workflows by triggering Quin actions from other tools. When events happen in your connected apps—like a form submission, a new lead in your CRM, or a Slack message—you can automatically have Quin draft emails, extract information, generate content, answer questions, perform tasks, summarize content, or search for details.

Before you begin

First, you need a Zapier account to create integrations with Quin.

Note: The Quin connector is currently in beta, so you MUST use the beta invite URL to access it. If you try to search for Quin in Zapier without using this invite link, the connector will not appear.

How to set it up

1. Go to Settings > Integrations in Quin
2. Find Zapier and click Connect
3. Copy the Api Key from the configuration settings
4. Click create a new Zap inside Zapier using the beta invite URL
5. In Zapier, select a trigger app and event (the app that starts your automation)
6. Configure your trigger and test it
7. Click Add action and search for Quin
8. Select one of Quin's actions from the available options
9. Paste your Api Key when prompted to connect your Quin account
10. Configure the action fields with data from your trigger
11. Test your Zap and turn it on

Your Zapier integration status in Quin will show as Active once you've successfully connected and created at least one Zap.

What to expect

After setup, your Zaps run automatically when the trigger event occurs. When your connected app sends data to Zapier, Quin processes the action you configured and returns the result—like a drafted email, extracted information, generated content, task completion, summary, search results, or an answer to your question. The results appear in subsequent Zap steps, where you can send them to other apps or use them in your workflow. Each trigger event processes once through Quin to avoid duplicate actions.

Available Quin actions

Ask Question - Ask Quin any question and receive an answer. Use this to get information about contacts, meetings, or past conversations based on your trigger data.

Draft Email - Have Quin draft an email on your behalf. Provide context from your trigger app, and Quin writes a message you can review and send.

Extract - Task Quin with extracting data from text. Send unstructured information from forms, emails, or documents, and Quin pulls out the specific details you need.

Generate Content - Have Quin generate content for messages, agendas, blog posts, and more. Provide a prompt based on your trigger data, and Quin creates the content you specify.

Perform Task - Delegate a task or job to Quin. Give Quin instructions for work you want completed, and Quin handles it based on your specifications.

Summarize - Have Quin create a summary of lengthy content. Send long documents, meeting transcripts, or articles, and Quin provides a concise overview.

Search - Have Quin search for information or details. Ask Quin to find specific data from your meetings, emails, or contacts.

Common Zap examples

Here are popular ways teams use Quin with Zapier:

Lead response automation - When a new lead submits a form (Google Forms, Typeform), have Quin draft a personalized outreach email

Data extraction - When you receive a customer email (Gmail), use Quin to extract key details and add them to your CRM

Content generation - When you create a new task (Asana, Trello), have Quin generate a meeting agenda or project outline

Document summarization - When a new file is added to Dropbox or Google Drive, have Quin summarize the content and post it to Slack

Research assistance - When you add a contact to your CRM (Salesforce, HubSpot), use Quin's Search action to find past interactions with that person

Task delegation - When a support ticket is created (Zendesk, Intercom), delegate research or preparation work to Quin

Meeting preparation - When a calendar event is created (Google Calendar), have Quin search for relevant context and generate a preparation brief

Proposal creation - When a deal reaches a certain stage (Pipedrive), have Quin generate proposal content based on deal details

Managing your Zaps

All Zap management happens in your Zapier account. You can edit triggers, modify Quin action configurations, add filter conditions, turn Zaps on or off, and view run history at zapier.com. Changes to your Zaps take effect immediately without requiring updates in Quin. If you disconnect Zapier from Quin by removing the integration, all existing Zaps stop running until you reconnect with a new Api Key.

Troubleshooting

Can't find Quin when searching for it in Zapier

• Make sure you've accessed Zapier using the beta invite URL
• The Quin connector won't appear in search results without using this invite link
• After using the invite link once, Quin will remain available in your Zapier account

Zaps aren't running when triggers fire

• Verify the Zap is turned on in your Zapier dashboard
• Check that your trigger app is properly connected and authorized
• Test the trigger step to ensure it's receiving data correctly
• Review your Zap's filter conditions—they may be preventing actions from running

Quin actions are failing in Zapier

• Confirm your Quin Api Key is still valid in the connection settings
• Verify Quin's integration status shows Active in Settings > Integrations
• Check that required fields in the Quin action are mapped with data from your trigger
• Review Zapier's task history for specific error messages from Quin

Quin is returning unexpected results

• Review the data being sent from your trigger to ensure it's formatted correctly
• For Draft Email and Generate Content, make sure your prompt includes enough context
• For Extract actions, verify the text you're sending contains the information you're asking for
• For Search and Ask Question, ensure your query references information Quin has access to
• For Summarize, confirm you're sending content that can be summarized

Can't connect Quin account in Zapier

• Copy the Api Key directly from Quin without extra spaces or characters
• Accept the beta invite
• Try disconnecting and reconnecting the Quin account in Zapier
• Generate a new Api Key in Quin by disconnecting and reconnecting the integration