Zapier

Zapier is an external platform that provides integration with over 3000 different applications and tools. Using the built in support for Zapier, you can quickly and easily integrate your bot with any of these 3000 applications.

Much like Webhooks, the Zapier integration will send all data collected in a user form to the service. To do this you will need to create a Zapier block, and associate the form you wish to receive information about.

Once you’ve created the form, the next step is to integrate it with the Zapier and any applications you need. Zapier has a concept of a Zap which is a predefined series of steps that together form your automation. You can chain multiple steps together, and each can be dependant on the information in the previous step. IntelAgent will be the starting point of all of these Zaps as it will start the process by sending the information from the form to the Zapier platform. To get started, register for the platform and Create a new Zap. Select We Build Bots from the list of integrations.

Each stage in a Zap will have multiple things to configure. The first of these is often authenticating with the platform you are trying to connect with so that it can successfully receive or send information. In the case of IntelAgent select We Build Bots from the list of applications and select the Form Trigger Event. Clicking Continue will prompt you to authenticate with the platform.

Once authenticated you will then be able to select the workspace containing your bot, and see a list of all the Zapier blocks contained within your application. You can create any number of Zaps, but they will all start from one block. If you wish to have multiple blocks linking to the same Zap then we suggest either redirecting to the same block from within the content, or duplicating the zap.

Once you’ve selected the form, the next step of the process will show you the fields within the form that you’ve selected. This step will show you both the name of the field, and a sample value from that field. These temporary values allow you to test the process prior to turning the Zap on and making it live.

Ensure that you use the correct values in any of the subsequent steps in the process. The fields that have “Value” in the name will be dynamic and contain the properties the user has entered in the bot. The other values represent the titles on the fields in the forms, and can be useful when writing the responses into fields such as emails.

Zapier will perform a test at the end of the configuration to ensure that it can correctly fetch the information you’ve selected. If successful you’ll be able to then proceed to the next step. At this point the information within the form is available for any further steps you wish to configure. For example, if you’ve collected the users email address you’d be able to use that to send the user an email if you wish. Add as many subsequent steps as you need to for your use case and after adding the final step remember to Turn On the Zap. Once turned on, any information completed in the selected form will be sent to the Zap you’ve just created.

Note that if you change the fields contained within the form, including their name you’ll need to edit and adjust the Zap to accommodate this. If you’ve used these fields in other steps linked to IntelAgent then you’ll also need to update the reference to those values.