How to use WOZTELL within Zapier

This article contains information from previous versions. You can consult the updated article here.

Zapier is a product that allows you to automate processes and integrate more than 5,000 applications and WOZTELL is one of them.

With Zapier you have a wide range of applications, and among them is to create workflows. We refer to define a series of conditions (triggers) that trigger actions. In this article we tell you two examples of how you can integrate WOZTELL and Zapier to automate your processes and take your business to the next level.

Receive a message

With Zapier you can create automations so that every time you receive a message an action is performed.

Steps to define the trigger

1. Define the trigger, which in this case will be Webhooks by Zapier

2. In the event select Catch Raw Hook

3. Copy the URL given by Zapier and paste it into the WOZTELL platform under Channels > WhatsApp > Environment > Webhooks inbound. Then click on Save.

To check that everything is OK, send a message to the phone number you have linked. Then click on Test Trigger to verify that everything is working properly.

Define an action

1. You can select any action you want to happen when you receive a message, for example, to upload the information to a Google Sheet. For this case choose Google Sheet and then Create a Spreadsheet Row.

2. Now select your account, the Drive and the document in which you want to include the information.

*In the spreadsheet you must have the columns you need for the information to be organized.

Once you select in which spreadsheet you want to save the information, you will be able to see the names of the columns you have configured and choose which information will go in each one of them.

3. Click on Test Trigger to verify that everything works fine.

4. Click on Publish Zap to activate it or add more actions if you wish.

And that’s it! You already have a Zap activated for when you receive messages.

Send a message

With Zapier you can also create automations to send a message, let’s see how you can do it.

Define the trigger

For this example the trigger will be to add a new row in a Google Sheet, but you can choose one that suits your needs. For example a new contact in your CRM, the shipment of a package, the creation of an account, etc.

1. Choose Google Sheets. In event select New Spreadsheet Row, your account and the file you want to use.

2. Click on test trigger to verify that everything is correct.

Define the action

In this case we want a message to be sent when the condition of the previous step is met.

1. Choose the option of Webhooks by Zapier

2. Choose Custom Request

3. In the method choose POST and in the URL you must paste the one you will find in this article.

Remember to change {woztell-access-token} for your token.

4. To generate your token go to the WOZTELL platform > Settings > Access Tokens > Select the Scopes listed in the documentation and then click Generate Token. Now you must paste the generated token in the URL requested by Zapier.

5. In the Data section, as in this case we want to send a WhatsApp message template you must add the json of the template. You can find it in the documentation. The types of messages can be found here.

Now you must fill in the parameters, you can use the data you have in the trigger sheet or search for them in the platform. Let’s see each of them and where you can find the information:

You can search for the Channel ID in the WOZTELL platform. In the channel you want to link click on the three dots and click on Copy Channel ID.
The Recipient ID can be obtained from the Spreadsheet you linked in the Trigger. This is the phone number of the person you want to send the message to. It must be composed only of numbers, in international format, without the 00 at the beginning, without the + symbol or any other symbol.
ElementName is the name of the template. You will find it in the WOZTELL platform in Channels > Edit > Platform > Message Templates. Copy the data that appears in the Template Name column.
LanguageCode is the language of the template. You will also find it in Message Templates, if you put the mouse over the language at the top right you will see the code.
Components is for when your template has variables, for example {1}. In this tutorial you can see how to get the json according to the type of message you want to send.