Opteo's Zapier app connects Opteo to the other tools you use, with no code. Use Opteo to start a Zap when something changes, or as a step that updates Opteo or runs Agent.
Connect Opteo
The key gives access to every ad account in your Opteo team, so keep it safe.
Triggers, actions and searches
Type | Name | What it does |
Trigger | Budget Updated | Starts a Zap when a linked ad account's monthly budget changes in Opteo |
Trigger | New Linked Account | Starts a Zap when an ad account is linked in Opteo |
Action | Update Budget | Sets an ad account's monthly budget in Opteo |
Action | Update Performance Goals | Sets an ad account's Performance Goals: the primary goal and amount, the secondary goal, and the goal cycle and when it starts |
Action | Update Performance Mode | Switches an ad account between CPA and ROAS |
Action | Run Agent | Asks Agent a question about an ad account and returns the answer |
Search | List Accounts | Finds your team's ad accounts, linked, unlinked or both, with their IDs, platform, currency and budget |
These only change Opteo. They don't change budgets, bids or anything else in your ad platform. See Set your Monthly Budget, Set your Performance Goals and Choose your Performance Mode.
Run Agent
Choose the ad account, the team member to run it as, your prompt and the AI model. Agent analyses and answers, but it can't make changes from Zapier. Each run uses that team member's Agent allowance.
Switch on Visible in Opteo to also save the run as an Agent conversation you can carry on in Opteo. Run Agent waits for the answer, so it works in a live Zap but not in Zapier's test step.
Ideas
Budgets from a spreadsheet: Updated Spreadsheet Row in Google Sheets, then Update Budget in Opteo.
A morning account check: Schedule by Zapier, then Run Agent, then a Slack message to your team.
Log new ad accounts: New Linked Account, then Create Spreadsheet Row in Google Sheets.
Tell the team about budget changes: Budget Updated, then a Slack message.