Zapier Integration with Formilla

Zapier is an application that connects thousands of other applications together. It does so by allowing for automation to take care of repetitive tasks between two apps that you use. Basically, while one app is doing one task or obtaining information, this is used to in turn automatically perform an action or create information in another app without the need to do manual work in both. Using Zapier with Formilla will allow you to use information gathered from visitors to your site to perform tasks in thousands of other apps.

In this tutorial we will cover how to integrate Zapier with your Formilla account so that Formilla Live Chat transcripts are ready to use in other applications. We will give two examples of how your chat transcripts can be utilized in this way. First we will cover how chat transcripts can be used with Zapier to add or edit existing subscribers in Mailchimp campaigns. Then, we will go over using Zapier to post chat transcripts to a Slack channel for review by your entire team when needed.

Note: Zapier Integration is not supported when using Formilla via the Wix platform.

How to integrate Formilla with Zapier:

  1. Inside your Formilla account, mouse over Settings and select My Apps from the sub-menu. Click on Add App under Zapier on the following page.
    zapier-add-app
    This will generate a key which you’ll need later. Go ahead and leave the page open to refer to in a bit.
    zapier-key-popup
  2. Click Add Formilla to proceed with the integration. You will be taken to a Zapier screen where you can login with your Zapier account, or you can create a Zapier account if need be.
    more-magnified-zapier-welcome
  3. Once you have finished signing into or creating your Zapier account, you will be navigated to where you can begin setting up your first Zap with Formilla. You will want to select Chat Transcript for the Formilla Trigger and click Continue.
    my-first-zap-with-formilla
  4. Click on Connect an Account here if you have not previously done so to connect your Formilla account with the key generated in previous steps above.
    connect-a-formilla-account
  5. Paste the API Key from your Formilla account (the key from Step 1 above).
    paste-api-here
  6. Once the account is added, go ahead and hit the Test icon next to your newly added account to make sure it is working so far. Click Continue to move on.
  7. Now you will want to pull in a chat transcript sample. Click on Pull in Samples in Zapier, then complete a test chat by starting a test chat from your own website.
    pull-in-samples-shotThe zapier app will listen for a few minutes for a chat example to pull. Make sure to close the test chat you start from the Formilla agent dashboard by clicking the ‘X’ in the top right of the chat conversation. Zapier will not pull in an uncompleted chat otherwise. After a few moments, a chat transcript sample will be pulled from the test chat you just completed.
    chat-sample-succeeded

At this point you have a Formilla chat script ready to use as a trigger for actions in other apps. You are now ready to select an Action Step in Zapier by clicking on Continue. The action step is the action that you want another app to perform with chat transcript information provided by Formilla. We will go over two possible examples of action items that can be used.

A) Using Formilla Chat to Add New Subscribers to Mailchimp Campaigns

  1. Start by clicking Add a Step -> Action/Search from the left Zapier menu.
    actionsearch
  2. In the Choose an Action App screen in Zapier, search for Mailchimp in the “Search hundreds of apps drop down menu”. Then click on the Mailchimp icon to continue.
  3. Select Add/Update Subscriber as the action item. You will come to a Select Mailchimp Account screen where you can select the desired account if you have added Mailchimp before. Simply click on Connect an Account if you have not added a Mailchimp account to Zapier before and follow their instructions.
    select-mailchimp-action
  4. After clicking Save + Continue, you will come to a Set up Mailchimp Subscriber screen. Select the audience you want to add subscribers for in the Audience field. In the Subscriber Email field, click on the drop down icon. You will see a string of information that was pulled that will look similar to this, only will instead contain whatever information was in your own chat test sample:
    email-drop-down
  5. Click on the email line in the drop down box to populate the Email line. Do not enter this information manually. The field will look similar to the following when populated:
    email-field-selection
    Note: click on the Refresh Fields icon at the bottom of the page here if you do not see a space for other information, specifically First Name, Last Name, and Phone Number (these can be pulled from the Formilla chat transcript).
  6. Populate each field the same way you populated the email field, by selecting the corresponding line from the drop down menu, again do not manually enter anything into these lines. both-names-and-number
  7. Press Continue, and on the next screen you have the option of sending a test to your Mailchimp account. Upon a successful test, you can go into your Mailchimp account and see that the contact was added automatically to your selected Mailchimp audience. You are done!
    mailchimp-account-example

B) Putting Chat Transcripts in a Slack Channel

  1. In the Choose an Action App Screen in Zapier, search for Slack in the “Search hundreds of apps drop down menu”. Then click on the Slack icon to continue.
    search-slack
  2. Select Send Channel Message as the action item. You will come to a Select Slack Account screen where you can select the desired account if you have added Slack before. Simply click on “Connect an Account” if you have not added a Slack account to Zapier before.
  3. Once your Slack account has been added/selected, you will come to a Set Up Slack Channel Message screen. It is a good idea to create a Channel in Slack that is specifically for Formilla Chat Transcripts so that chat transcripts are not populating in a channel already being used for conversations. If you are creating a new channel, you will want to do so inside Slack.

    Note:
    do not manually enter information in the Channel field, you will want to create the channel first, then select it from the drop down menu.set-up-slack-channel-message
  4. In the Message Text field, you can choose how the message is displayed in your Slack channel. Here you will want to use the drop down menu again and not enter any manual information. For best legibility, it is recommended that you place one piece of information per line as pictured.
    message-text-field
  5. You will likely want to choose yes for Send as a bot?” and give it a name so that the messages being sent with a chat transcript appear as coming from a chat bot rather than yourself.
    post-as-a-bot
  6. Press Continue, and on the next screen you have the option of sending a test to your Slack Channel. Upon a successful test, you gan go into your Slack account and see that the chat conversation was added automatically to your selected Slack channel as you can see below. You are done!
    magnified-slack-example

Click Finish and give your Zap a name.  Don’t forget to turn your Zap on when you want to start adding chat transcripts to Slack.  When this Zap is turned on, all Formilla Chat Transcripts will be sent to the specified Slack channel.

As always please feel free to contact us at support@formilla.com if you have any troubles or questions! 🙂

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