🔗Integration using the Zapier service

Zapier — a service for automation and creating integrations. It allows combining functions of different products, optimizing workflows and setting up integrations without involving developers.

Setting up integration in the Zapier dashboard

1. Register in the Zapier service. On the main page select "Create" and click the "Zaps".

Click "Trigger".

Select the connection type "Webhooks by Zapier".

Then in the menu on the right choose "Catch hook".

Click "To continue" and in the "Trigger" tab also click "To continue".

Copy the created link. To do this click "Copy".

Setting up integration in the Selarti dashboard

1. Go to the Selarti dashboard, on the left select "Integrations", click the "Create integration". Choose the type "Zaiper".

1. Specify your name, then paste the link copied from the Zapier dashboard. Click "Send test webhook".

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

3. Select the required trigger types from the dropdown list "Select webhook type" and click "Create integration".

Creating an action in Zapier

Return to Zapier and check the trigger — click "Test trigger".

If you did everything correctly, available fields will appear in Zapier.

Create an action. There can be many options; Zapier supports a large number of actions.

Example of configuring data transfer to Google Sheets

In the menu select "Google Sheets".

Then select the action "Create Spreadsheet Row" — adding a new row to the spreadsheet.

Authorize with your Google account.

Select your Google account and click "Continue".

In the field "Spreadsheet" choose the spreadsheet where you plan to collect leads.

Select the values you want to pass to the spreadsheet and click "Continue".

Run a test — click the button "Test step".

After configuring actions and a successful test click the "Publish".

Description of webhook fields

title - Dialog title (First Last/profile name) contacts - Counterparty contacts. Phone, username success - Manager marked the dialog as successful (yes/no) get_contact - Manager obtained additional contacts of the counterparty (yes/no) close - Dialog closed (yes/no) is_bot - Dialog 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 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.