If you’re organising an event you can create an IFTTT recipe or Zapier Zap to automatically add everyone who mentions it to a public Twitter list.

Both sites work in a very similar way. You create an account, connect web services and then create triggers that Zapier or IFTTT uses to do an action on another web service. In fact IFTTT is an acronym of If This, Then That.

Examples of public relations tasks that can be automated

These are just a few ideas for common public relations tasks that you can automate

Automation in action

I was the moderator of the World Communication Forum in Davos and at the end of the two days was meant to give a speech summing up the proceedings.

However, I decided to make it more social and engage a wider audience by inviting the chair of each of the sessions to give their own 15 second summary which I shot live on stage with my mobile and published immediately as an Instagram video.

Because I had to keep the proceedings slick and fast I didn’t have time to write captions and add hashtags to the videos as I needed to publish immediately and get the next person on stage. I created an IFTTT recipe to create a tweet with the #WCFDavos hashtag and automatically tweet out the video. If I’d relied on the app to tweet the video it wouldn’t have added the description and hashtag and would have just been a meaningless link to the video.

You can see the videos here http://sbpr.co/1x0Z1mZ.

How to create a zap

You can create your own custom zaps or explore existing ones. It’s easiest to start with existing ones and then experiment with editing and changing them before starting to create your own.

In this example we’re going to use a zap that converts an Instagram image into a Twitter image so that Twitter will display it inline, as it doesn’t do so with Instagram images anymore.

  1. Set-up a free Zapier account here http://zpr.io/fNqr. Using this referral link gives you (and me) 100 extra free tasks per month. Thanks!
  2. Choose Explore on the top menu.
  3. Type Instagram into the search box and click on the logo.
  4. Click on Explore Instagram on Zapier!
  5. Click on Use this Zap for Instagram New Media Posted to Twitter Create Image Tweet.
  6. The Choose Trigger and Action should already be set-up with Instagram as New Media Posted and Twitter Create Image Tweet.
  7. It will then prompt you to connect your Instagram account. Make sure you’re logged into the correct Instagram account, before you do this. It will prompt you to name the account. This stage is important if you are using it professionally as you might want to connect multiple accounts.
  8. Next you’ll be prompted to connect your Twitter account, which is the same process as for Instagram.
  9. Step 4 is to add custom filters, but you can ignore this at the moment.
  10. Step 5 is to write the content of your tweet. The insert image URL field should already be set-up.
  11. Step 6 lets you test the zap.
  12. The final step is to give your Zap a name and turn it on.

Now that you’ve successfully experimented with a zap you can start to edit it and to create your own custom ones.

Risks of automation

The biggest risk of using automation tools like IFTTT and Zapier is that they are automation tools. Public relations is about relationships between people and organisations and you can’t automate relationships.

There is always a risk in using free services that they can be withdrawn or changed without notice. Both services also rely on the APIs (application program interfaces) of the web services they connect to and companies frequently change their APIs which might mean that your zap or recipe suddenly stops working.

For example LinkedIn recently restricted its API access which means that some of my favourite zaps stopped working.

Which service should you use?

IFTTT is a more consumer focused service, while Zapier is more targeted at businesses.

Personally I prefer Zapier. It’s harder to use and doesn’t have such a ‘pretty’ interface as IFTTT, but connects to far more services enabling you to do more. The customer service provided by Zapier, even on free accounts, is also very good.

Managing Zapier is also easier as you can add multiple accounts of the same type (e.g. several Twitter accounts) which means you can manage all your corporate accounts from one Zapier account. With IFTTT you have to set up multiple IFTTT accounts.