Zapier doesn’t require coding skills and allows you to build customized integrations in just a few minutes.
With Zapier, you can connect your chatbot with apps such as Gmail, Facebook, and Trello to automate repetitive tasks. The installation process takes just a few minutes so let’s get started!
In this scenario, we’ll create a Zap that sends user information: name, email, and phone number to an email address.
Bot configuration
First, we need a bot scenario that collects this data. We recommend using the Question action to gather information from users. Follow the detailed explanation of how to set up the bot.
To send the email, we’ll use a ready-to-use Email Action App created by Zapier.
To complete this tutorial, you must have Zapier and ChatBot accounts:
Zap configuration
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Go to Zapier.com. Log into your account. Choose the Create Zap button.
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Choose a trigger app. Use the search tool to look for Webhooks by Zapier.
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Choose an event (what will happen once the integration is triggered) from the list. Then select Continue.
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Pick off a Child Key is an optional field. Leave it empty and click Continue. In your future Zaps, you can decide the information to be grabbed.
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Copy the custom webhook URL generated by Zapier. We will paste it to the ChatBot webhook in the next steps.
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Log in to your ChatBot account.
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Go to the Integrations menu in your bot.
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Choose Webhooks from the list.
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Confirm your selection by clicking on the “Create new webhook” button.
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Insert your webhook name and paste your Zapier URL mentioned in the previous steps. Leave the verification token field empty and click “Add integration”.
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Go to the bot bot. Place the Webhook action on the tree.
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Go to the Webhook action. Select the created Zapier webhook from the list.
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Go back to the Zapier page. Choose the Test trigger button.
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The test was a success. Check the challenge ID. Continue.
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Choose the Email by Zapier app from the list or use the search tool to find an app.
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Choose an Event. An email will be sent through the integration if the Webhook block in the bot bot is triggered. Continue.
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You need to pull some data to the webhook.
Return to your bot and test your scenario in the Testing tool. Remember to publish the bot.
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Go back to the Zapier site. Go to the first stage of the integration, the Catch Hook in Webhooks by Zapier. Choose the Test trigger stage. Choose request B from the list.
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See the information gathered during the test chat. Also, look at some of the default attributes gathered automatically by the bot. Continue.
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Go to the Set up action step of the integration and configure the action. You can choose the attributes from the list or use the search tool.
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Fill in the rest of the fields and continue.
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See the attributes chosen in the previous step. Test the integration.
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The test was a success. See the body of the message.
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Check your inbox. See the test attributes in the body of the message.
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Publish the Zap.
Editing the Zap
If you’d like to change the created Zap, choose the Zap from the list on the Zapier site. You can also turn it off there.
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