Zapier
Last updated
Last updated
A Zapier plugin card is a connection between two or more apps that automates a task. A Zapier plugin card can be helpful if inserted in Journey because it can allow you to trigger actions in other apps based on events in WhatsApp or vice versa.
Add a Zapier card to the journey whose data you want to store under Zap and later on perform an action as desired.
Your Zapier card might be inactive. Follow the steps below to activate and store the attributes.
Make an account on Zapier.
You'll see a workspace as shown in the image below.
Head over to Create and tap Zaps.
Tap trigger, search and tap on Chatman.
On the left hand side, under app and event, choose an event. Tap below to see explanation of use case of each one of them.
For instance we select Export via Zapier: Send Attributes.
Once you have selected an attribute tap 'Continue.'
Now under account 'choose an account' with which you want the Chatman to get connected with Zapier and tap 'continue.'
Now select a journey whose customer attributes you want to store and tap 'continue.' For eg: Welcome_Email.
Now under 'Test', tap 'test your trigger.'
You'll get a list of attributes and beside that it's data will be shown. Tap 'find new record' if you think data has not been updated.
Now tap continue with selected record.
You'll now be redirected to the action page, select an app where you want to send those data. For eg: Lets' select 'Mailchimp.'
You can select any application of your choice where you want the action to get triggered.
Select an event, for eg: Add/Update subscriber and tap 'continue.'
The fields might change according to the event selected.
Now under 'Action' drop-down, tap 'Audience' and select confidential.
Now add a subscriber email you want to subscribe to this audience. Here, makeroboschat@gmail.com is automatically captured from previous steps in Zap.
Remember don't type an email address in this field, instead this should use a value from a previous step in your Zap.
Enter details in all the field as required, once done, tap 'Continue.'
Under Test drop-down 'tap test.'
A notification pop-up appears displaying ' a subscriber was sent to mailchimp.'
Tap 'publish' to complete the action and get a preview of the same.