🔗Integration using the Zapier service

Zapier is a service for automation and creating integrations. It allows you to combine functions of different products, optimize workflows, and set up integrations without involving developers.

Setting up integration in your Zapier account

  1. Register on the Zapier service. On the main page, select “Create” section and click the “Zaps”.

Click on “Trigger”.

Select the connection type “Webhooks by Zapier”.

Then in the menu on the right, select “Catch hook”.

Click “To continue” and in the “Trigger” tab also click “To continue”.

Copy the created link. To do this, click on “Copy”.

Setting up integration in the Selarti personal account

  1. Go to your Selarti account, select on the left 'Integrations', click the button 'Create integration'. Select the type “Zaiper”.

  1. Enter your name, then paste the link copied from your Zapier account. 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” section and click 'Create integration'.

Creating an action in the Zapier service

Return to Zapier and check the trigger operation — 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 setting up data transfer to Google Sheets

In the menu, select “Google Sheets”.

Then select the action “Create Spreadsheet Row” — adding a new row to the table.

Log in to your Google account.

Select your Google account and click “Continue”.

In the field “Spreadsheet” select the table where you plan to collect leads.

Select the values you want to transfer to the table and click “Continue”.

Run a test — click the button “Test step”.

After setting up the actions and a successful test, click the button “Publish”.

Description of webhook fields

title - Dialog name (First Last name/profile name) contacts - Interlocutor's contacts. Phone, username success - Manager marked the dialog as successful (yes/no) get_contact - Manager received additional contacts of the interlocutor (yes/no) close - Dialog closed (yes/no) is_bot - Dialog identified as 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 in text

If you need additional fields, write to support.

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