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How integrate AgentBot to Zapier

Before starting the integration process, click here and follow the process to accept the invitation. This way, you will be able to view the AgentBot app on Zapier. 

Then, follow these steps:

1. From your Zapier account click on the “Make a Zap” option and in the search bar select the AgentBot application.

2. There you will find the triggers listed. These indicate in what moment an action can be triggered. In the AgentBot integration, they will be activated through a new conversation where the answer contains the Zapier complement. Important: to connect the Zapier account with AgenBot you should insert a API Key.

3. As you will not have conversations yet, Zapier will allow you to upload an example to see the available information in the new Zap.

4. When a new conversation is detected, you should choose(from one of the available applications) the action you want to carry out, for example, send an email.

5. Once you have chosen the application, you will be able to edit the form with the required fields.

6. Assign a name to your new Zap and activate it (On).

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