🔗Integration using the Make service

Make - a unified platform for automation. All the tools needed to design, create, automate, and scale your business.

You can set up integration with any external service. Selarti will send a webhook to the external system when a manager receives contacts or consent for a target action.

Setting up integration in the Make dashboard

Register at the Make service, complete a short survey from the service, then go to the "Organization" and click the "Create scenario" button.

Click the connection type "Webhooks".

Then select "Custom Webhook".

Click "Create a webhook".

Enter a name for the webhook you are creating and click "Save".

Select the previously created webhook from the dropdown list, note — the label should show "Stop", then copy the webhook address using the "Copy address to clipboard" button and proceed to the next step in the adjacent tab. Do not save the webhook or close this page yet; you will need to save it later.

Setting up integration in the Selarti dashboard

Go to the Selarti dashboard, on the left choose "Integrations", click "Create integration", then select the type "Make".

Enter your name, then paste the link copied from the Make dashboard. Click "Send test webhook".

If you did everything correctly, the link entered in Selarti will be highlighted in green.

Select the required webhook types and click "Create integration".

Creating an action in the Make service

Return to Make and make sure the webhook connected — instead of the label "Stop" it will show "Successfully determined". Click "Save".

Then create an action. There can be many options; Make supports a large number of actions.

Example of configuring data transfer to Google Sheets

For this setup you will need a Google account and a pre-created spreadsheet in Google Sheets.

Click the "+" sign.

In the opened menu select "Google Sheets".

Then choose the action "Add a Row" — adding a new row to the spreadsheet.

Connect Make and your Google account by clicking "Create a connection".

In the newly opened window select the account, and if necessary sign in to the required account.

Accept all terms to create the connection and wait for the connection to be established. If the connection is interrupted — try again.

Then select the spreadsheet you created where leads will be collected. Find it in the list or using search.

Choose the required sheet in the spreadsheet from the dropdown list.

Select a value for each column. Clicking on a field will open a dialog: go to the "☆" tab, specify the required value and click "Save". If the webhook fields do not appear — recreate the webhook and reconnect the integration with it in Selarti.

Description of all webhook fields at the end of the article.

After configuring the actions, click the "Run once".

After setup open the "Scenarios" section and switch the toggle next to the created scenario to "ON".

Webhook fields description

title — the dialog title (FirstName LastName/profile name). contacts — the interlocutor's contacts. Phone, username. success — the manager marked the dialog as successful (yes/no). get_contact — the manager obtained additional contacts of the interlocutor (yes/no). close — the dialog is closed (yes/no). is_bot — the dialog is identified as a bot (yes/no). share_url — link to view the dialog. company_id — company id. task_id — task id. manager_id — manager id. thread_id — dialog id. dialog — AI dialog with the user as text.

We can add additional fields from the list of standard ones. If you believe there are fields that are needed by all clients — write to support.

You can add custom fields for yourself using custom API.