Siphonify Setup Tutorial: From Zero to Daily Automation

Siphonify Setup Tutorial: From Zero to Daily Automation

Overview

Siphonify is assumed here to be an AI-enabled workflow automation tool (reasonable default). This tutorial shows a complete, prescriptive setup to go from zero to reliable daily automations.

1. Goals (pick one)

1. Daily data sync (e.g., CRM → Google Sheets)
2. Daily email summary (e.g., yesterday’s leads)
3. Daily report generation and upload (PDF to cloud)
   (Assume goal 1: daily CRM → Google Sheets sync.)

2. Prerequisites

• Siphonify account (create at siphonify.com)
• API access or login for CRM (e.g., HubSpot, Salesforce)
• Google account with Sheets API enabled
• Basic mapping plan: fields to sync, schedule time

3. Step-by-step setup (CRM → Google Sheets)

1. Sign in to Siphonify and create a new workflow named “Daily CRM Sync”.
2. Add trigger: choose “Scheduler” → set to daily at 02:00 (your timezone).
3. Add action: “Connect app” → select your CRM → follow OAuth/API steps and grant read scope.
4. Add action: “Query records” → set object (Contacts/Leads), filters (created_at >= yesterday), fields (name, email, company, status).
5. Add action: “Connect app” → Google Sheets → OAuth grant.
6. Add action: “Append rows” → select destination spreadsheet and sheet. Map CRM fields to columns.
7. Add conditional step: if record already exists (match by email) → choose “Update row” instead of append. Configure dedupe lookup.
8. Add error handling: on failure → action “Send email” to admin with error payload.
9. Add final action: “Send summary” → email Slack message with count of processed records. Use templating variables.
10. Save and run test: run immediately, inspect logs, fix mapping errors.
11. Enable