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@@ -12,17 +12,18 @@
|
||||
"plugins": [
|
||||
{
|
||||
"name": "marketing-skills",
|
||||
"description": "34 marketing skills for technical marketers and founders: ASO, CRO, copywriting, cold email, SEO, AI SEO, paid ads, ad creative, churn prevention, pricing strategy, referral programs, revenue operations, sales enablement, customer research, site architecture, and more",
|
||||
"description": "36 marketing skills for technical marketers and founders: ASO, CRO, copywriting, cold email, SEO, AI SEO, paid ads, ad creative, churn prevention, pricing strategy, referral programs, revenue operations, sales enablement, customer research, site architecture, and more",
|
||||
"source": "./",
|
||||
"strict": false,
|
||||
"skills": [
|
||||
"./skills/ab-test-setup",
|
||||
"./skills/ad-creative",
|
||||
"./skills/ai-seo",
|
||||
"./skills/aso-audit",
|
||||
"./skills/analytics-tracking",
|
||||
"./skills/aso-audit",
|
||||
"./skills/churn-prevention",
|
||||
"./skills/cold-email",
|
||||
"./skills/community-marketing",
|
||||
"./skills/competitor-alternatives",
|
||||
"./skills/content-strategy",
|
||||
"./skills/copy-editing",
|
||||
|
||||
@@ -54,17 +54,19 @@ See each skill's **Related Skills** section for the full dependency map.
|
||||
<!-- SKILLS:START -->
|
||||
| Skill | Description |
|
||||
|-------|-------------|
|
||||
| [ab-test-setup](skills/ab-test-setup/) | When the user wants to plan, design, or implement an A/B test or experiment. Also use when the user mentions "A/B... |
|
||||
| [ab-test-setup](skills/ab-test-setup/) | When the user wants to plan, design, or implement an A/B test or experiment, or build a growth experimentation program.... |
|
||||
| [ad-creative](skills/ad-creative/) | When the user wants to generate, iterate, or scale ad creative — headlines, descriptions, primary text, or full ad... |
|
||||
| [ai-seo](skills/ai-seo/) | When the user wants to optimize content for AI search engines, get cited by LLMs, or appear in AI-generated answers.... |
|
||||
| [analytics-tracking](skills/analytics-tracking/) | When the user wants to set up, improve, or audit analytics tracking and measurement. Also use when the user mentions... |
|
||||
| [aso-audit](skills/aso-audit/) | When the user wants to audit or optimize an App Store or Google Play listing. Also use when the user mentions 'ASO... |
|
||||
| [churn-prevention](skills/churn-prevention/) | When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or... |
|
||||
| [cold-email](skills/cold-email/) | Write B2B cold emails and follow-up sequences that get replies. Use when the user wants to write cold outreach emails,... |
|
||||
| [community-marketing](skills/community-marketing/) | Build and leverage online communities to drive product growth and brand loyalty. Use when the user wants to create a... |
|
||||
| [competitor-alternatives](skills/competitor-alternatives/) | When the user wants to create competitor comparison or alternative pages for SEO and sales enablement. Also use when... |
|
||||
| [content-strategy](skills/content-strategy/) | When the user wants to plan a content strategy, decide what content to create, or figure out what topics to cover. Also... |
|
||||
| [copy-editing](skills/copy-editing/) | When the user wants to edit, review, or improve existing marketing copy. Also use when the user mentions 'edit this... |
|
||||
| [copy-editing](skills/copy-editing/) | When the user wants to edit, review, or improve existing marketing copy, or refresh outdated content. Also use when the... |
|
||||
| [copywriting](skills/copywriting/) | When the user wants to write, rewrite, or improve marketing copy for any page — including homepage, landing pages,... |
|
||||
| [customer-research](skills/customer-research/) | When the user wants to conduct, analyze, or synthesize customer research — including interview transcripts, surveys, support tickets, review mining, Reddit/G2/forum research, persona generation, and voice of customer (VOC)... |
|
||||
| [customer-research](skills/customer-research/) | When the user wants to conduct, analyze, or synthesize customer research. Use when the user mentions "customer... |
|
||||
| [email-sequence](skills/email-sequence/) | When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email... |
|
||||
| [form-cro](skills/form-cro/) | When the user wants to optimize any form that is NOT signup/registration — including lead capture forms, contact forms,... |
|
||||
| [free-tool-strategy](skills/free-tool-strategy/) | When the user wants to plan, evaluate, or build a free tool for marketing purposes — lead generation, SEO value, or... |
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
---
|
||||
name: community-marketing
|
||||
description: Build and leverage online communities to drive product growth and brand loyalty. Use when the user wants to create a community strategy, grow a Discord or Slack community, manage a forum or subreddit, build brand advocates, increase word-of-mouth, drive community-led growth, engage users post-signup, or turn customers into evangelists. Trigger phrases: "build a community," "community strategy," "Discord community," "Slack community," "community-led growth," "brand advocates," "user community," "forum strategy," "community engagement," "grow our community," "ambassador program," "community flywheel."
|
||||
description: "Build and leverage online communities to drive product growth and brand loyalty. Use when the user wants to create a community strategy, grow a Discord or Slack community, manage a forum or subreddit, build brand advocates, increase word-of-mouth, drive community-led growth, engage users post-signup, or turn customers into evangelists. Trigger phrases: \"build a community,\" \"community strategy,\" \"Discord community,\" \"Slack community,\" \"community-led growth,\" \"brand advocates,\" \"user community,\" \"forum strategy,\" \"community engagement,\" \"grow our community,\" \"ambassador program,\" \"community flywheel.\""
|
||||
metadata:
|
||||
version: 1.0.0
|
||||
---
|
||||
@@ -141,3 +141,23 @@ Depending on what the user needs, produce one of:
|
||||
- **Health Audit Report** — Current metrics, diagnosis, top 3 priorities to fix
|
||||
|
||||
Always be specific. Generic advice ("be consistent," "provide value") is not useful. Give the user something they can act on today.
|
||||
|
||||
---
|
||||
|
||||
## Task-Specific Questions
|
||||
|
||||
1. What platform are you building on (or considering)?
|
||||
2. What stage is the community at? (Pre-launch, early, growing, established)
|
||||
3. What's the primary business goal? (Retention, activation, word-of-mouth, support deflection)
|
||||
4. Who is the ideal community member and what motivates them?
|
||||
5. Do you have existing users or customers to seed from?
|
||||
6. How much time can you dedicate to community management weekly?
|
||||
|
||||
---
|
||||
|
||||
## Related Skills
|
||||
|
||||
- **referral-program**: For structured referral and ambassador incentive programs
|
||||
- **churn-prevention**: For retention strategies that complement community engagement
|
||||
- **social-content**: For content creation across social platforms
|
||||
- **customer-research**: For understanding your community members' needs and language
|
||||
|
||||
@@ -245,6 +245,8 @@ Before launching campaigns, ensure proper tracking and account setup.
|
||||
|
||||
**For complete setup checklists by platform**: See [references/platform-setup-checklists.md](references/platform-setup-checklists.md)
|
||||
|
||||
**For conversion pixel installation and event setup**: See [references/conversion-tracking.md](references/conversion-tracking.md)
|
||||
|
||||
### Universal Pre-Launch Checklist
|
||||
- [ ] Conversion tracking tested with real conversion
|
||||
- [ ] Landing page loads fast (<3 sec)
|
||||
@@ -302,7 +304,7 @@ For implementation, see the [tools registry](../../tools/REGISTRY.md). Key adver
|
||||
| **LinkedIn Ads** | B2B, job title targeting | - | [linkedin-ads.md](../../tools/integrations/linkedin-ads.md) |
|
||||
| **TikTok Ads** | Younger demographics, video | - | [tiktok-ads.md](../../tools/integrations/tiktok-ads.md) |
|
||||
|
||||
For tracking, see also: [ga4.md](../../tools/integrations/ga4.md), [segment.md](../../tools/integrations/segment.md)
|
||||
For tracking setup, see [references/conversion-tracking.md](references/conversion-tracking.md), [ga4.md](../../tools/integrations/ga4.md), [segment.md](../../tools/integrations/segment.md)
|
||||
|
||||
---
|
||||
|
||||
|
||||
@@ -0,0 +1,361 @@
|
||||
# Conversion Tracking Setup
|
||||
|
||||
How to set up conversion tracking pixels across ad platforms. This guide covers installation, event configuration, and validation — everything a marketer needs to ensure ad spend is properly attributed.
|
||||
|
||||
---
|
||||
|
||||
## Why This Matters
|
||||
|
||||
Without conversion tracking:
|
||||
- Ad platforms can't optimize for your actual goals
|
||||
- You're flying blind on ROAS and CPA
|
||||
- Retargeting audiences can't be built
|
||||
- You'll waste budget on impressions that don't convert
|
||||
|
||||
Get tracking right before spending a dollar on ads.
|
||||
|
||||
---
|
||||
|
||||
## Platform Pixels Overview
|
||||
|
||||
| Platform | Pixel/Tag Name | Events API | Key Events |
|
||||
|----------|---------------|:----------:|------------|
|
||||
| **Google Ads** | Google tag (gtag.js) | Enhanced Conversions | purchase, sign_up, generate_lead |
|
||||
| **Meta** | Meta Pixel + CAPI | Conversions API | Purchase, Lead, ViewContent, AddToCart |
|
||||
| **LinkedIn** | Insight Tag | Conversions API | conversion (URL or event-based) |
|
||||
| **TikTok** | TikTok Pixel | Events API | Purchase, ViewContent, AddToCart, CompleteRegistration |
|
||||
| **Twitter/X** | Twitter Pixel | - | Purchase, SignUp, Download |
|
||||
|
||||
---
|
||||
|
||||
## Google Ads
|
||||
|
||||
### Install the Google tag
|
||||
|
||||
Add to every page, in `<head>`:
|
||||
|
||||
```html
|
||||
<script async src="https://www.googletagmanager.com/gtag/js?id=AW-XXXXXXXXX"></script>
|
||||
<script>
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
gtag('config', 'AW-XXXXXXXXX');
|
||||
</script>
|
||||
```
|
||||
|
||||
Replace `AW-XXXXXXXXX` with your Conversion ID from Google Ads > Tools > Conversions.
|
||||
|
||||
### Set up conversion actions
|
||||
|
||||
In Google Ads > Goals > Conversions > New conversion action:
|
||||
|
||||
| Conversion | Category | Value | Count |
|
||||
|-----------|----------|-------|-------|
|
||||
| Purchase | Purchase | Dynamic (order value) | Every |
|
||||
| Sign up / Lead | Sign-up | Fixed ($X estimated value) | One |
|
||||
| Demo request | Lead | Fixed ($X estimated value) | One |
|
||||
| Free trial start | Sign-up | Fixed ($X estimated value) | One |
|
||||
|
||||
### Fire conversion events
|
||||
|
||||
```javascript
|
||||
// Purchase
|
||||
gtag('event', 'conversion', {
|
||||
'send_to': 'AW-XXXXXXXXX/CONVERSION_LABEL',
|
||||
'value': 99.00,
|
||||
'currency': 'USD',
|
||||
'transaction_id': 'ORDER-123'
|
||||
});
|
||||
|
||||
// Lead / Sign up
|
||||
gtag('event', 'conversion', {
|
||||
'send_to': 'AW-XXXXXXXXX/CONVERSION_LABEL',
|
||||
'value': 50.00,
|
||||
'currency': 'USD'
|
||||
});
|
||||
```
|
||||
|
||||
### Enhanced Conversions
|
||||
|
||||
Sends hashed first-party data (email, phone) to improve attribution after cookie restrictions. Enable in Google Ads > Goals > Settings > Enhanced conversions.
|
||||
|
||||
```javascript
|
||||
gtag('set', 'user_data', {
|
||||
'email': 'user@example.com', // auto-hashed by gtag
|
||||
'phone_number': '+11234567890'
|
||||
});
|
||||
```
|
||||
|
||||
### Google Tag Manager alternative
|
||||
|
||||
If using GTM instead of inline gtag.js:
|
||||
1. Install GTM container on all pages
|
||||
2. Create Google Ads conversion tags in GTM
|
||||
3. Set triggers for conversion events (form submissions, purchases)
|
||||
4. Use the Data Layer to pass dynamic values (order amount, transaction ID)
|
||||
5. Test with GTM Preview mode before publishing
|
||||
|
||||
---
|
||||
|
||||
## Meta (Facebook/Instagram)
|
||||
|
||||
### Install the Meta Pixel
|
||||
|
||||
Add to every page, in `<head>`:
|
||||
|
||||
```html
|
||||
<script>
|
||||
!function(f,b,e,v,n,t,s)
|
||||
{if(f.fbq)return;n=f.fbq=function(){n.callMethod?
|
||||
n.callMethod.apply(n,arguments):n.queue.push(arguments)};
|
||||
if(!f._fbq)f._fbq=n;n.push=n;n.loaded=!0;n.version='2.0';
|
||||
n.queue=[];t=b.createElement(e);t.async=!0;
|
||||
t.src=v;s=b.getElementsByTagName(e)[0];
|
||||
s.parentNode.insertBefore(t,s)}(window, document,'script',
|
||||
'https://connect.facebook.net/en_US/fbevents.js');
|
||||
fbq('init', 'YOUR_PIXEL_ID');
|
||||
fbq('track', 'PageView');
|
||||
</script>
|
||||
```
|
||||
|
||||
Replace `YOUR_PIXEL_ID` from Meta Events Manager.
|
||||
|
||||
### Standard events
|
||||
|
||||
```javascript
|
||||
// View a product or key page
|
||||
fbq('track', 'ViewContent', {
|
||||
content_name: 'Pro Plan',
|
||||
content_category: 'Pricing',
|
||||
value: 29.00,
|
||||
currency: 'USD'
|
||||
});
|
||||
|
||||
// Lead capture (form submit, demo request)
|
||||
fbq('track', 'Lead', {
|
||||
content_name: 'Demo Request',
|
||||
value: 50.00,
|
||||
currency: 'USD'
|
||||
});
|
||||
|
||||
// Purchase
|
||||
fbq('track', 'Purchase', {
|
||||
value: 99.00,
|
||||
currency: 'USD',
|
||||
content_type: 'product',
|
||||
contents: [{ id: 'pro-plan', quantity: 1 }]
|
||||
});
|
||||
|
||||
// Add to cart (e-commerce)
|
||||
fbq('track', 'AddToCart', {
|
||||
content_ids: ['SKU-123'],
|
||||
content_type: 'product',
|
||||
value: 49.00,
|
||||
currency: 'USD'
|
||||
});
|
||||
```
|
||||
|
||||
### Conversions API (CAPI)
|
||||
|
||||
Server-side tracking that works alongside the pixel. Required for accurate tracking after iOS 14+ and cookie restrictions.
|
||||
|
||||
Set up via:
|
||||
- **Direct integration** — send events from your server to Meta's API
|
||||
- **Partner integrations** — Shopify, WooCommerce, Segment, etc. have built-in CAPI support
|
||||
- **Conversions API Gateway** — Meta's managed solution via AWS
|
||||
|
||||
Key: send the same events from both pixel (browser) AND CAPI (server), with a shared `event_id` for deduplication.
|
||||
|
||||
### Aggregated Event Measurement
|
||||
|
||||
Required for iOS 14+ tracking. In Events Manager > Aggregated Event Measurement:
|
||||
1. Verify your domain
|
||||
2. Configure and prioritize your top 8 events in order of business importance
|
||||
3. Purchase should typically be #1, Lead #2
|
||||
|
||||
---
|
||||
|
||||
## LinkedIn
|
||||
|
||||
### Install the Insight Tag
|
||||
|
||||
Add to every page, before `</body>`:
|
||||
|
||||
```html
|
||||
<script type="text/javascript">
|
||||
_linkedin_partner_id = "YOUR_PARTNER_ID";
|
||||
window._linkedin_data_partner_ids = window._linkedin_data_partner_ids || [];
|
||||
window._linkedin_data_partner_ids.push(_linkedin_partner_id);
|
||||
(function(l) {
|
||||
if (!l){window.lintrk = function(a,b){window.lintrk.q.push([a,b])};
|
||||
window.lintrk.q=[]}
|
||||
var s = document.getElementsByTagName("script")[0];
|
||||
var b = document.createElement("script");
|
||||
b.type = "text/javascript";b.async = true;
|
||||
b.src = "https://snap.licdn.com/li.lms-analytics/insight.min.js";
|
||||
s.parentNode.insertBefore(b, s);})(window.lintrk);
|
||||
</script>
|
||||
```
|
||||
|
||||
### Conversion tracking
|
||||
|
||||
LinkedIn supports two methods:
|
||||
|
||||
**URL-based**: Fires when someone visits a specific URL (e.g., `/thank-you`).
|
||||
Set up in Campaign Manager > Analyze > Conversion Tracking > Create Conversion.
|
||||
|
||||
**Event-based**: Fire manually on specific actions:
|
||||
|
||||
```javascript
|
||||
window.lintrk('track', { conversion_id: YOUR_CONVERSION_ID });
|
||||
```
|
||||
|
||||
### LinkedIn CAPI
|
||||
|
||||
For server-side tracking, LinkedIn offers a Conversions API. Set up via partner integrations (Segment, Tealium) or direct API calls. Deduplicates with the Insight Tag automatically when configured correctly.
|
||||
|
||||
---
|
||||
|
||||
## TikTok
|
||||
|
||||
### Install the TikTok Pixel
|
||||
|
||||
Add to every page, in `<head>`:
|
||||
|
||||
```html
|
||||
<script>
|
||||
!function (w, d, t) {
|
||||
w.TiktokAnalyticsObject=t;var ttq=w[t]=w[t]||[];
|
||||
ttq.methods=["page","track","identify","instances","debug","on","off",
|
||||
"once","ready","alias","group","enableCookie","disableCookie","holdConsent",
|
||||
"revokeConsent","grantConsent"],ttq.setAndDefer=function(t,e)
|
||||
{t[e]=function(){t.push([e].concat(Array.prototype.slice.call(arguments,0)))}};
|
||||
for(var i=0;i<ttq.methods.length;i++)ttq.setAndDefer(ttq,ttq.methods[i]);
|
||||
ttq.instance=function(t){for(var e=ttq._i[t]||[],n=0;
|
||||
n<ttq.methods.length;n++)ttq.setAndDefer(e,ttq.methods[n]);return e};
|
||||
ttq.load=function(e,n){var r="https://analytics.tiktok.com/i18n/pixel/events.js",
|
||||
o=n&&n.partner;ttq._i=ttq._i||{},ttq._i[e]=[],ttq._i[e]._u=r,
|
||||
ttq._t=ttq._t||{},ttq._t[e]=+new Date,ttq._o=ttq._o||{},
|
||||
ttq._o[e]=n||{};var s=document.createElement("script");
|
||||
s.type="text/javascript",s.async=!0,s.src=r+"?sdkid="+e+"&lib="+t;
|
||||
var a=document.getElementsByTagName("script")[0];
|
||||
a.parentNode.insertBefore(s,a)};
|
||||
ttq.load('YOUR_PIXEL_ID');
|
||||
ttq.page();
|
||||
}(window, document, 'ttq');
|
||||
</script>
|
||||
```
|
||||
|
||||
### Standard events
|
||||
|
||||
```javascript
|
||||
// View content
|
||||
ttq.track('ViewContent', {
|
||||
content_id: 'pro-plan',
|
||||
content_type: 'product',
|
||||
content_name: 'Pro Plan',
|
||||
value: 29.00,
|
||||
currency: 'USD'
|
||||
});
|
||||
|
||||
// Complete registration / sign up
|
||||
ttq.track('CompleteRegistration', {
|
||||
content_name: 'Free Trial'
|
||||
});
|
||||
|
||||
// Purchase
|
||||
ttq.track('Purchase', {
|
||||
content_id: 'pro-plan',
|
||||
content_type: 'product',
|
||||
value: 99.00,
|
||||
currency: 'USD',
|
||||
quantity: 1
|
||||
});
|
||||
|
||||
// Add to cart
|
||||
ttq.track('AddToCart', {
|
||||
content_id: 'SKU-123',
|
||||
content_type: 'product',
|
||||
value: 49.00,
|
||||
currency: 'USD'
|
||||
});
|
||||
```
|
||||
|
||||
### Events API (server-side)
|
||||
|
||||
TikTok's Events API works like Meta's CAPI — send the same events from your server for better attribution. Use `event_id` for deduplication with browser pixel events.
|
||||
|
||||
### Advanced Matching
|
||||
|
||||
Pass hashed user data for better attribution:
|
||||
|
||||
```javascript
|
||||
ttq.identify({
|
||||
email: 'user@example.com', // auto-hashed
|
||||
phone_number: '+11234567890'
|
||||
});
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
## Validation Checklist
|
||||
|
||||
After installing any pixel, verify before going live:
|
||||
|
||||
### Browser-side checks
|
||||
|
||||
- [ ] Pixel fires on every page (check via browser extension)
|
||||
- [ ] Conversion events fire at the right moment (after confirmed action, not on button click)
|
||||
- [ ] Event parameters contain correct values (currency, amount, content IDs)
|
||||
- [ ] No duplicate events firing on the same action
|
||||
- [ ] Events fire on both desktop and mobile
|
||||
|
||||
### Platform-side checks
|
||||
|
||||
- [ ] Events appear in the platform's event manager/diagnostics
|
||||
- [ ] Test conversions show correct values
|
||||
- [ ] Event match quality is acceptable (Meta: score > 6)
|
||||
- [ ] Server-side events are deduplicating with browser events (not double-counting)
|
||||
|
||||
### Debugging tools
|
||||
|
||||
| Platform | Tool |
|
||||
|----------|------|
|
||||
| Google | Google Tag Assistant, Chrome DevTools Network tab |
|
||||
| Meta | Meta Pixel Helper (Chrome extension), Events Manager Test Events |
|
||||
| LinkedIn | Insight Tag Validator in Campaign Manager |
|
||||
| TikTok | TikTok Pixel Helper (Chrome extension), Events Manager |
|
||||
| All | GTM Preview Mode (if using Google Tag Manager) |
|
||||
|
||||
---
|
||||
|
||||
## Common Mistakes
|
||||
|
||||
- **Firing purchase events on button click instead of confirmed payment** — always fire on the success/thank-you page or after server confirmation
|
||||
- **Missing deduplication between pixel and server events** — without a shared `event_id`, you'll double-count conversions
|
||||
- **Not testing on mobile** — many pixels break on mobile browsers or in-app webviews
|
||||
- **Hardcoded test values** — remove test transaction amounts before going live
|
||||
- **Forgetting to exclude internal traffic** — your team's visits inflate conversion data
|
||||
- **Installing pixels without consent management** — GDPR/CCPA require user consent before firing tracking pixels in applicable regions
|
||||
- **Pixel installed but no conversion actions created** — the pixel collects data, but the ad platform won't optimize without defined conversion actions
|
||||
|
||||
---
|
||||
|
||||
## When to Use Server-Side Tracking
|
||||
|
||||
Browser-only tracking is increasingly unreliable due to:
|
||||
- iOS 14+ App Tracking Transparency
|
||||
- Third-party cookie deprecation
|
||||
- Ad blockers (30%+ of tech audiences)
|
||||
|
||||
**Use server-side (CAPI/Events API) when:**
|
||||
- Running Meta or TikTok ads (strongly recommended)
|
||||
- Your audience is tech-savvy (higher ad blocker usage)
|
||||
- You need accurate purchase/revenue attribution
|
||||
- You're spending >$5K/month on any platform
|
||||
|
||||
**Server-side is optional when:**
|
||||
- Running Google Ads only (Enhanced Conversions covers most gaps)
|
||||
- Low ad spend / testing phase
|
||||
- B2B with LinkedIn only (Insight Tag is still reliable)
|
||||
@@ -49,6 +49,7 @@ Gather this context (ask if not provided):
|
||||
| Facebook | Communities, local businesses | 1-2x/day | Groups, native video |
|
||||
|
||||
**For detailed platform strategies**: See [references/platforms.md](references/platforms.md)
|
||||
|
||||
**For hashtag limits and character counts**: See [references/platform-limits.md](references/platform-limits.md)
|
||||
|
||||
---
|
||||
|
||||
+4
-4
@@ -61,7 +61,7 @@ Quick reference for AI agents to discover tool capabilities and integration meth
|
||||
| meta-ads | Ads | ✓ | - | [✓](clis/meta-ads.js) | ✓ | [meta-ads.md](integrations/meta-ads.md) |
|
||||
| linkedin-ads | Ads | ✓ | - | [✓](clis/linkedin-ads.js) | - | [linkedin-ads.md](integrations/linkedin-ads.md) |
|
||||
| tiktok-ads | Ads | ✓ | - | [✓](clis/tiktok-ads.js) | ✓ | [tiktok-ads.md](integrations/tiktok-ads.md) |
|
||||
| zapier | Automation | ✓ | ✓ | [✓](clis/zapier.js) | - | [zapier.md](integrations/zapier.md) |
|
||||
| zapier | Automation | ✓ | ✓ | [✓](clis/zapier.js) | ✓ | [zapier.md](integrations/zapier.md) |
|
||||
| hotjar | CRO | ✓ | - | [✓](clis/hotjar.js) | - | [hotjar.md](integrations/hotjar.md) |
|
||||
| optimizely | A/B Testing | ✓ | - | [✓](clis/optimizely.js) | ✓ | [optimizely.md](integrations/optimizely.md) |
|
||||
| calendly | Scheduling | ✓ | - | [✓](clis/calendly.js) | - | [calendly.md](integrations/calendly.md) |
|
||||
@@ -202,9 +202,9 @@ Workflow automation and integration platforms.
|
||||
|
||||
| Tool | Best For | MCP Available |
|
||||
|------|----------|:-------------:|
|
||||
| **zapier** | No-code integrations | ✓ |
|
||||
| **zapier** | No-code integrations + SDK for 8,000+ apps | ✓ |
|
||||
|
||||
**Agent recommendation**: Zapier for connecting tools without code.
|
||||
**Agent recommendation**: Zapier SDK for agents that need to interact with any app directly. Zaps for always-on automations.
|
||||
|
||||
### CRO & A/B Testing
|
||||
|
||||
@@ -456,7 +456,7 @@ These tools have Model Context Protocol servers available, enabling direct agent
|
||||
- **mailchimp** - Email campaign management
|
||||
- **google-ads** - Ad campaign management
|
||||
- **resend** - Transactional email sending
|
||||
- **zapier** - Workflow automation
|
||||
- **zapier** - Workflow automation + SDK for 8,000+ app integrations
|
||||
- **zoominfo** - B2B contacts and intent data
|
||||
- **clay** - Data enrichment and outbound automation
|
||||
- **supermetrics** - Cross-platform marketing data
|
||||
|
||||
@@ -122,7 +122,9 @@ async function main() {
|
||||
case 'hooks':
|
||||
switch (sub) {
|
||||
case 'send': {
|
||||
// Sends a POST to a Zapier webhook catch hook URL (e.g. https://hooks.zapier.com/hooks/catch/...)
|
||||
if (!args.url) { result = { error: '--url required' }; break }
|
||||
if (!args.url.startsWith('https://')) { result = { error: '--url must use https://' }; break }
|
||||
if (!args.data) { result = { error: '--data required (JSON string)' }; break }
|
||||
let data
|
||||
try {
|
||||
|
||||
+129
-35
@@ -1,6 +1,6 @@
|
||||
# Zapier
|
||||
|
||||
Workflow automation platform connecting apps without code.
|
||||
Workflow automation platform connecting 8,000+ apps. The Zapier SDK gives AI agents direct access to any app's actions without building OAuth flows or reverse-engineering APIs.
|
||||
|
||||
## Capabilities
|
||||
|
||||
@@ -8,16 +8,110 @@ Workflow automation platform connecting apps without code.
|
||||
|-------------|-----------|-------|
|
||||
| API | ✓ | REST API for Zaps, tasks, and webhooks |
|
||||
| MCP | ✓ | Available via Zapier MCP server |
|
||||
| CLI | - | Not available |
|
||||
| SDK | - | API and webhooks only |
|
||||
| CLI | ✓ | `@zapier/zapier-sdk-cli` for app discovery and type generation |
|
||||
| SDK | ✓ | `@zapier/zapier-sdk` — TypeScript SDK for 8,000+ app integrations |
|
||||
|
||||
## Authentication
|
||||
|
||||
### Legacy API (Zaps management)
|
||||
|
||||
- **Type**: API Key
|
||||
- **Header**: `X-API-Key: {api_key}`
|
||||
- **Get key**: Settings > API in Zapier account
|
||||
|
||||
## Common Agent Operations
|
||||
### SDK Authentication
|
||||
|
||||
**Browser-based login (development):**
|
||||
```bash
|
||||
npx zapier-sdk login
|
||||
```
|
||||
|
||||
**Server-side (production):**
|
||||
- Client Credentials — store as environment variables
|
||||
- Direct token — set `ZAPIER_CREDENTIALS` env var
|
||||
|
||||
Browser-based login only works locally. Use Client Credentials for any server-side deployment.
|
||||
|
||||
## SDK Quick Start
|
||||
|
||||
### Install
|
||||
|
||||
```bash
|
||||
npm install @zapier/zapier-sdk
|
||||
npm install -D @zapier/zapier-sdk-cli @types/node typescript
|
||||
npm pkg set type=module
|
||||
```
|
||||
|
||||
### Initialize
|
||||
|
||||
```typescript
|
||||
import { createZapierSdk } from "@zapier/zapier-sdk";
|
||||
const zapier = createZapierSdk();
|
||||
```
|
||||
|
||||
### CLI Commands
|
||||
|
||||
| Command | Purpose |
|
||||
|---------|---------|
|
||||
| `npx zapier-sdk login` | Authenticate (dev only) |
|
||||
| `npx zapier-sdk list-apps --search "query"` | Search available apps |
|
||||
| `npx zapier-sdk list-actions APP_KEY` | List actions for an app |
|
||||
| `npx zapier-sdk add [app-key]` | Generate TypeScript types |
|
||||
|
||||
### SDK Methods
|
||||
|
||||
| Method | Purpose |
|
||||
|--------|---------|
|
||||
| `zapier.listConnections()` | List authenticated app connections |
|
||||
| `zapier.findFirstConnection()` | Find a specific connection |
|
||||
| `zapier.runAction()` | Execute an action on a connected app |
|
||||
| `zapier.apps.slack()` | App proxy pattern for clean syntax |
|
||||
| `zapier.fetch()` | Custom authenticated API calls |
|
||||
|
||||
### Example: Send a Slack Message
|
||||
|
||||
```typescript
|
||||
import { createZapierSdk } from "@zapier/zapier-sdk";
|
||||
|
||||
const zapier = createZapierSdk();
|
||||
const slack = await zapier.apps.slack();
|
||||
|
||||
await slack.sendChannelMessage({
|
||||
channel: "#marketing",
|
||||
message: "Campaign launched!"
|
||||
});
|
||||
```
|
||||
|
||||
### Example: Create a HubSpot Contact
|
||||
|
||||
```typescript
|
||||
const hubspot = await zapier.apps.hubspot();
|
||||
|
||||
await hubspot.createContact({
|
||||
email: "lead@example.com",
|
||||
firstName: "Jane",
|
||||
lastName: "Doe"
|
||||
});
|
||||
```
|
||||
|
||||
### Pagination
|
||||
|
||||
Use `.items()` for large datasets:
|
||||
|
||||
```typescript
|
||||
const contacts = await hubspot.listContacts({ maxItems: 100 });
|
||||
for await (const contact of contacts.items()) {
|
||||
console.log(contact.email);
|
||||
}
|
||||
```
|
||||
|
||||
### Governance Note
|
||||
|
||||
Direct API calls via `zapier.fetch()` are not subject to org app/action restriction policies. Use pre-built actions where possible if your org has governance requirements.
|
||||
|
||||
---
|
||||
|
||||
## Zaps API (Legacy)
|
||||
|
||||
### List Zaps
|
||||
|
||||
@@ -82,30 +176,29 @@ POST https://hooks.zapier.com/hooks/catch/{account_id}/{hook_id}/
|
||||
|
||||
## Common Marketing Automations
|
||||
|
||||
### Lead capture to CRM
|
||||
```
|
||||
Typeform → Zapier → HubSpot
|
||||
### With SDK (recommended for agents)
|
||||
|
||||
```typescript
|
||||
// Lead capture to CRM
|
||||
const hubspot = await zapier.apps.hubspot();
|
||||
await hubspot.createContact({ email, firstName, lastName });
|
||||
|
||||
// New customer notification
|
||||
const slack = await zapier.apps.slack();
|
||||
await slack.sendChannelMessage({ channel: "#revenue", message: `New customer: ${email}` });
|
||||
|
||||
// Add to email sequence
|
||||
const customerio = await zapier.apps.customerio();
|
||||
await customerio.createOrUpdatePerson({ email, plan: "pro" });
|
||||
```
|
||||
|
||||
### New customer notifications
|
||||
```
|
||||
Stripe (new customer) → Zapier → Slack
|
||||
```
|
||||
### With Zaps (no-code)
|
||||
|
||||
### Email sequence triggers
|
||||
```
|
||||
Form submission → Zapier → Customer.io
|
||||
```
|
||||
|
||||
### Social proof automation
|
||||
```
|
||||
New review → Zapier → Twitter/Slack
|
||||
```
|
||||
|
||||
### Referral tracking
|
||||
```
|
||||
New referral → Zapier → Spreadsheet + Slack
|
||||
```
|
||||
- Typeform → Zapier → HubSpot (lead capture)
|
||||
- Stripe → Zapier → Slack (new customer alerts)
|
||||
- Form submission → Zapier → Customer.io (email sequences)
|
||||
- New review → Zapier → Slack (social proof)
|
||||
- New referral → Zapier → Spreadsheet + Slack (referral tracking)
|
||||
|
||||
## Webhook Payload Structure
|
||||
|
||||
@@ -123,24 +216,24 @@ When sending to Zapier, structure data as flat JSON:
|
||||
|
||||
## Key Concepts
|
||||
|
||||
- **Zap** - Automated workflow
|
||||
- **Zap** - Automated workflow (no-code)
|
||||
- **SDK** - Programmatic access to 8,000+ app integrations
|
||||
- **Trigger** - Event that starts a Zap
|
||||
- **Action** - Task performed by Zap
|
||||
- **Action** - Task performed by Zap or SDK
|
||||
- **Task** - Single action execution
|
||||
- **Filter** - Conditional logic
|
||||
- **Path** - Branching logic
|
||||
- **Connection** - Authenticated link to an app (shared between Zaps and SDK)
|
||||
|
||||
## When to Use
|
||||
|
||||
- Connecting marketing tools without code
|
||||
- Automating lead routing
|
||||
- Syncing data between platforms
|
||||
- Triggering notifications
|
||||
- Building marketing workflows
|
||||
- **SDK**: When an AI agent needs to interact with any app directly — send messages, create records, sync data
|
||||
- **Zaps**: When you need always-on automation without code
|
||||
- **Webhooks**: When triggering workflows from your own app
|
||||
- **API**: When managing Zaps programmatically
|
||||
|
||||
## Rate Limits
|
||||
|
||||
- 100 requests per minute
|
||||
- API: 100 requests per minute
|
||||
- SDK: Rate limits per connected app
|
||||
- Task limits by plan tier
|
||||
|
||||
## Relevant Skills
|
||||
@@ -148,3 +241,4 @@ When sending to Zapier, structure data as flat JSON:
|
||||
- email-sequence
|
||||
- analytics-tracking
|
||||
- referral-program
|
||||
- revops
|
||||
|
||||
Reference in New Issue
Block a user