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How to Connect Your Monty Card Profile to Zapier to Capture New Connections

Explanation: This guide will help you integrate your Monty Card profile with Zapier to automate capturing new connections.

Step-by-Step Instructions:

  1. From the Monty Card dashboard, go to “Contacts” and click “Connect Zapier”.
  2. Enter the URL for a Zapier webhook.
  3. Go to Zapier and create a new Zap.
  4. Go to “Trigger” and select “Webhook”.
  5. Set the event to “Catch Webhook”.
  6. Copy the webhook URL provided by Zapier.
  7. Return to Monty Card, go back to “Contacts”, and enter the copied URL under “Connect Zapier”.
  8. Click “Save”.
  9. To test, go to “My Monty Card” and connect with your profile.
  10. Check your Zapier account to confirm that new connections are captured and actions are triggered as desired.

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