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Zapier Integration Overview

Zapier is a powerful automation tool that allows users to connect their Notifyer System with thousands of other apps (7,000+ integrations). With Zapier, users can automate workflows, send messages, and manage their WhatsApp Business Account seamlessly. This section provides an overview of how Zapier integrates with the Notifyer System.

Key Features of Zapier Integration​

  1. Automated Workflows: Create "Zaps" to automate repetitive tasks between Notifyer System and other apps.
  2. Send Messages: Automate sending WhatsApp messages (with or without templates) via Zapier.
  3. Receive Replies: Capture and manage replies from recipients directly in your connected apps.
  4. Template Management: Use pre-approved WhatsApp templates to send automated messages.
  5. Multi-App Integration: Connect Notifyer System with other tools like Google Sheets, Slack, CRM systems, and more.

Step 1: Setting Up Zapier Integration​

To get started with Zapier, users need to connect their Notifyer System account to Zapier. Here’s how:

  1. Log in to Zapier: Sign up or log in to your Zapier account.
  2. Search for Notifyer System: In the Zapier app directory, search for "Notifyer System."
  3. Connect Your Account: Authenticate your Notifyer System account by providing the necessary credentials.
  4. Create a Zap: Set up a workflow (Zap) by selecting a trigger (e.g., new form submission) and an action (e.g., send a WhatsApp message).

Step 2: Sending Messages via Zapier​

Users can send WhatsApp messages (with or without templates) using Zapier. Here’s how it works:

Sending Template Messages​

  • Trigger: Choose an event that triggers the message (e.g., new row in Google Sheets).
  • Action: Select "Send WhatsApp Template Message" as the action.
  • Template Selection: Choose a pre-approved template from your Notifyer System account.
  • Customize Message: Add dynamic fields (e.g., recipient name, order number) to personalize the message.
  • Send: The message will be sent automatically when the trigger condition is met.

templates-zapier.png

Sending Non-Template Messages​

  • Trigger: Choose an event that triggers the message (e.g., new email in Gmail).
  • Action: Select "Send WhatsApp Message" as the action.
  • Message Type: Choose the type of message (text, image, video, document, audio, or interactive buttons).
  • Customize Content: Add the message content and media files (if applicable).
  • Send: The message will be sent automatically when the trigger condition is met.

zapier-send-message-with-without-template.png

Step 3: Managing Replies​

Zapier can also capture replies from recipients and send them to your preferred app (e.g., CRM, Google Sheets, or Slack).

  1. Trigger: Set up a trigger for "New WhatsApp Reply."
  2. Action: Choose an action to handle the reply (e.g., add to Google Sheets or send a notification to Slack).
  3. Automate: Replies will be automatically logged or forwarded based on your workflow.

Step 4: Webhook Setup​

For advanced users, Zapier supports webhooks to create custom integrations. Here’s how to set it up:

  1. Trigger: Use a webhook trigger to capture events from Notifyer System.
  2. Action: Define the action to be performed when the webhook is triggered (e.g., send a message or update a database).
  3. Test: Test the webhook to ensure it works as expected.

webhook-setup.png

Step 5: Example Use Cases​

Here are some practical examples of how Zapier can be used with Notifyer System:

  1. Order Notifications:

    • Trigger: New order in Shopify.
    • Action: Send a WhatsApp message to the customer with order details.

  2. Appointment Reminders:

    • Trigger: New event in Google Calendar.
    • Action: Send a WhatsApp reminder to the client.

  3. Lead Management:

    • Trigger: New lead in HubSpot.
    • Action: Send a WhatsApp message to the sales team.

  4. Feedback Collection:

    • Trigger: New response in Google Forms.
    • Action: Send a WhatsApp message requesting feedback.

Conclusion​

Zapier integration with Notifyer System empowers users to automate their WhatsApp messaging workflows, saving time and improving efficiency. By connecting Notifyer System with Zapier, users can send messages, manage replies, and integrate with thousands of other apps seamlessly.

Let me know if you need further details or additional sections! 😊