Zapier

To start installing an integration, click “Install Now” (on this page to be directed to your inbox) or “Set up” (in your CAYA inbox under Settings) for the desired integration. A popup opens.

Use the text box in the pop-up to complete the email address that you will use to receive your documents in the desired software.

The email address is different for each Zap (= workflow). To create a new Zap, select “Make a Zap” in the Zapier dashboard.

The next step is to select “Email by Zapier” from the drop-down menu for “Choose App” and “New Inbound Email” as the trigger event.

In the next window, you will already find the email address for this Zap, which you must also store with CAYA. You can still customize it to your liking. Now all you have to do is connect a tool of your choice to be able to forward your letters to this tool via Zapier. This works, for example, with LexOffice document management.

Confirm your entries and your integration is set up! You can now forward individual letters in your inbox to the desired integration via the options menu.