Set up webhooks with Zapier

With Zapier, you can connect your chatbot with apps such as Gmail, Google Sheets, and more to automate repetitive tasks. The installation process takes a few minutes and you can finish it directly in the bot builder view.  

You can create your integration when your app is unavailable in the Zapier Marketplace. With Webhooks by Zapier, you can integrate the bot with even more apps. The integration doesn’t require coding skills.

You can’t return a message to the chat using Zapier Webhooks. You can only send attributes from the chat. You need to use traditional webhooks if you’d like to return a message to the chat after sending the attributes.

You can’t return a message to the chat using Zapier Webhooks. You can only send attributes from the chat. You need to use traditional webhooks if you’d like to return a message to the chat after sending the attributes.

Bot configuration

First, we need a bot flow 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 complete this tutorial, you must have Zapier and ChatBot accounts:

• Create Zapier account

• Create ChatBot account

Zap configuration

This configuration needs to be performed in ChatBot and Zapier simultaneously, so make sure you have both accounts open in the browser and can switch between the open tabs.

1. Go to zapier.com and choose the Create button on your account. Choose Zaps from the list.
   

2. In the Trigger module, choose: (2) Webhooks by Zapier, and in the Trigger event field, choose (3) Catch hook option. Continue.
   

3. Pick off a Child Key is an optional field. You can continue without providing this information.

4. Copy the webhook URL generated by Zapier. We will paste it to the ChatBot webhook in the next steps.
   

5. Go to the bot and open the Integrations menu. Choose Webhooks from the list and click the Connect button.
   

6. Provide:

   1. webhook name
   2. Zapier URL
   3. leave the verification token empty
      Click the Add integration button. The webhook integration will be visible on the integrations list.
      

7. Drag the Webhook block to the bot flow and choose the webhook from the list.
   

You must collect the case details before placing the Webhook block on the bot flow. You can do that using attributes. Use the Question action to collect attributes in your bot flow.

You must collect the case details before placing the Webhook block on the bot flow. You can do that using attributes. Use the Question action to collect attributes in your bot flow.

8. Go back to the Zapier page. Choose the Test trigger button.
   

9. The test was successful when you could see the request and its body. Click Continue with selected record button.

The request in this step might be empty if you have not tested the bot with the webhook yet. Follow this article to get the values and finish the configuration.

The request in this step might be empty if you have not tested the bot with the webhook yet. Follow this article to get the values and finish the configuration.

10. In the Action module choose: (2) the app you want to integrate with the bot, (3) the action you want to perform. Click Continue button and configure the action.
    

11. Return to your bot and test your bot flow using the Testing tool. Remember to publish the bot.
    

12. Go back to the Zapier site. Go to the (1) Trigger module, (2) choose the Test stage, and (3) Find new records button. (4) Choose request B from the list. Click the Continue with selected records button.

    Request B shows the information gathered during the test chat and the default attributes the bot gathered automatically.
    

13. Go to the (1) Action module and (2) use the + sign to configure the action by adding attributes collected during the test chat. You can combine attributes with plain text. When all the required fields are filled, Continue.
    

In this step, the values are test values. After you turn the Zap on and test it live, the integration will send attributes with actual values provided by the user during the chat.

In this step, the values are test values. After you turn the Zap on and test it live, the integration will send attributes with actual values provided by the user during the chat.

14. See the attributes chosen in the previous step. Test the integration. The test succeeded when you can see the body of the action.

If you use your email address during testing, check your inbox. The testing stage should send an email to the provided email address.

If you use your email address during testing, check your inbox. The testing stage should send an email to the provided email address.

14. Publish the Zap.
    

Editing the Zap

If you’d like to change the Zap you created, select it from the list on the Zapier site. You can also turn it off there.

Remember to turn your Zap off and on again after you make any changes to it. Also, don’t forget to click the Publish button in ChatBot each time you edit the Zap.

Remember to turn your Zap off and on again after you make any changes to it. Also, don’t forget to click the Publish button in ChatBot each time you edit the Zap.

Read more

• see how to prepare your bot

• integrate your bot with Google Sheets

• integrate your bot with Gmail