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Create tailored presentation from contact webhook for reps

Automatically catch qualifying contact submissions across Webhooks by Zapier. Share and edit links deliver to reps when contact submission arrives, presentation requested is flagged, or owner email is mappedβ€”so you can create tailored decks, send URLs, and route access without manual outreach.

How this automation creates tailored rep-ready presentations

When incoming contact payloads arrive, delays can slow sales content delivery. This automation catches webhook payloads, filters qualifying records, posts to create presentations and shares deck linksβ€”so your team can launch faster.

  1. 1.Catches incoming contact payload

    Integrate Webhooks by Zapier to capture fields from the incoming payload for mapping and create ready context for the deck.

    Webhooks by Zapieror swap with your favorite app
  2. 2.Filters qualifying presentation requests

    Integrate Filter by Zapier to continue only when records are flagged for a presentation request and meet criteria.

    Filter by Zapieror swap with your favorite app
  3. 3.Creates presentation via API

    Integrate Webhooks by Zapier and presentation platform APIs to post mapped fields and capture deck id and URL.

    Webhooks by Zapieror swap with your favorite app
  4. 4.Sends share and edit links

    Integrate Webhooks by Zapier and notification endpoints to deliver contact references plus share and edit URLs instantly.

    Webhooks by Zapieror swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Trusted by 3.4 million companies

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remote

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β€” I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.

Raphael Bochner, Founder and CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Otter.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

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