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Get Started: Zapier

Getting started with automations using Zapier. What is Zapier and how can I use it? How do I create a "Zap"?

 

1. What is Zapier? How can Zapier help me?

Zapier is a user-friendly online tool that allows you to automate workflows, making them more efficient. Zapier connects and synchronizes actions between different everyday apps and software you use, enabling repetitive processes and redundant tasks to be automated.

 

Creating "Zaps" between your apps saves time and empowers your employees to focus on what truly matters in your business.

 

📔 Important Definitions

  • Zap: A Zap is an automated workflow between (at least) two apps. Zaps consist of (at least) two parts: a Trigger and one or more Actions.

  • Trigger: The trigger is the initiating event in an app that starts the Zap.

  • Action: The action is the event triggered in another app.

 

2. How can I use Zapier?

To use Zapier, you need to register for free on their website. Afterwards, you can connect your Superchat with various apps to send automated messages.

  1. In Superchat, hover over your initials in the top right corner and click on Settings

  2. Navigate to Integrations on the left hand side and click on Zapier

  3. You'll be redirected to a page where you can Create your Zapier account:

💡 Hint: On the same page, you'll find templates for Superchat integrations that you can easily copy and adjust to your need by clicking on Try out.

 

3. How do I create a Zap?

  1. First, log in to your Zapier account

  2. Click Create Zap in the top left navigation

  3. Give your Zap a name (top left)

  4. Start by creating a Trigger. Follow the steps that Zapier guides you through:

     

    1. Choose the App and Event that should trigger your Zap.

    2. Select the Account linked to the Trigger

    3. Decide on the Trigger that will activate the Action.

    4. Test your created Trigger.

       

  5. Next, create the Action that the Trigger will activate. In Superchat, this action will be: sending an automated message. Follow these steps:

     

    1. Choose Superchat as the app and Send Message as the event.

    2. Connect your Superchat account by adding the API Key

    3. Define the components of the Action to be triggered.

       

  6. Test your created Zap.

  7. Test successful? Click Publish. Done! 👏

✂️ You can turn on/off, view, or edit your Zaps anytime.

 

4. Where can I find templates for Superchat integrations in Zapier?

After signing in to your Zapier account, you can access existing templates for popular Superchat integrations, which you can easily copy and adjust to your needs.

  1. Log in and navigate to your Dashboard.

  2. Under Make a Zap, search for the specific app you want to link with Superchat (enter Superchat in the search field on the right)

  3. Choose a Trigger in the app and the Action that should happen automatically in Superchat

  4. You will see suggested templates. Simply click Try It to use and adjust as desired

5. What is a typical use case?

A highly popular Zapier connection is between Typeform and Superchat, where filling out a form in Typeform (Trigger) triggers an automated message from Superchat (Action). Find more information about this here: Typeform for Salesdemo