Integrating Zapier
- Stefan van der Vlag
- Marjorie Badong
- Berna
We're happy to announce that the new Zapier Integration is now live in your account. YES! This has been a long time coming. Although we still love going the native integration route, and we will… Zapier offers to connect Clepher with over 2000 other third-party applications. 😜
You can now connect to Zapier inside the Integration Manager on Page Level and add your account. The Triggers, actions, and all good stuff are managed via Zapier. In time, we will have special Zapier Cards for the composer which can do some cool stuff no one has seen before! For now…
You can learn more about Zapier here.
In this article, we will cover the following topics:
Supported Clepher triggers
Supported Clepher actions
How to set up a Zap
Supported Clepher triggers
A trigger in Zapier is defined as something that happens in an app that you want to be the start of Zap's workflow.
The following supported ActiveCampaign triggers are:
New Subscriber - This triggers a Zap when a (new) person subscribes to your chatbot on Messenger. Note that this triggers only for new subscribers. Meaning that, in most cases, it can trigger only once per subscriber. Only if a person unsubscribes, then subscribes again, will make this event trigger again.
New Tagged Subscriber - This triggers a Zap if a tag gets added to a subscriber. This Trigger Event happens when a tag is added automatically through Flows, or when it's added manually to subscribers individually, or in bulk.
Supported Clepher actions
An action in Zapier is defined as something your Zap does after a trigger occurs.
The following supported Clepher actions are:
Send Flow - Send a Flow to your subscriber
Send Card - Send a specific Card to your subscriber
Attach Tag - Add a Tag to your subscriber
Detach Tag - Remove a Tag from your subscriber
Set Custom Field - Set a Custom Field in your subscriber's profile.
Unset Custom Field - Unset a Custom Field in your subscriber's profile.
Clepher Zapier integration lets you perform search steps in order to enable you to fetch your subscribers from other Zapier apps. Two search steps are currently supported.
Search By Profile ID - This lets you fetch a subscriber using their Profile ID.
Search By Evidence - This lets you fetch a subscriber by providing any custom field value attached to the subscriber. For example their email Custom Field value.
How to set up a Zap
Inside your Zapier dashboard, click on “MAKE A ZAP”
Search for the Clepher app
Then chose your trigger, in this case, we have chosen the new “New Subscriber” trigger.
You will be then prompted to sign in to your Clepher account.
Once you click on Sign in, you will be prompted to input your Bot level API key.
Navigate to your bot’s configuration page inside Clepher, fetch your Bot level API key, and put it inside the Zapier Form.
If your API key is valid you should be able to continue with your Zapier steps, including adding steps from other Zapier apps.
Want Zapier? Here's your Private Zapier Invite!
During the nature of the Zapier integration, you can only access Zapier through an invite-only link at the moment. Once the team over at Zapier has checked everything thoroughly, and we fix/add they want us to fix/add, we will go live to the public.
>> For now, Zapier is only available to the Clepher community here.
Related Articles:
Why can't Clepher custom fields in Zapier be selected individually?
Related content
Copyright © • Clepher • All rights reserved.