Zapier integration
This article explains how to integrate Zapier with Wooxy and create the first Zap to automate workflows.
Things to know before starting
- A Trigger is defined as an event within an application that initiates a Zapier workflow.
- An Action is a specific task performed by a Zap when a trigger is activated.
- Important! At least one user identifier (userId, email, or phoneNumber) is mandatory for successful execution.
- Authorization in the Zapier account is required prior to initiating the integration with the Wooxy platform.
Step-by-step instructions
Navigate to the “Apps & Add-ons” page.
Press the “Zapier” button.
Click the “Connect” button to be redirected to the Zapier platform.
Click the “Accept invite & Build a Zap” button to proceed.
Zap Creation
This section demonstrates how to create a Zap to automate workflows. To begin the process, click the “Create Zap” button.
Step 1 - Trigger
Step-by-step instructions
Select the App and Trigger Event: Search for "Google Sheets" and choose "New or updated spreadsheet row" as the trigger.
Account Authorization: Select the required account and, if necessary, log in to the external service to establish the connection.
Trigger Configuration: Specify the Spreadsheet and Worksheet, then select the Trigger Column.
Column Logic: Leave the "Trigger Column" blank to initiate the Zap on any cell change. Note that all new rows trigger the Zap by default; use a "Filter" step to prevent execution if the trigger column is empty.
Finalize: Click "Continue," then run a "Test trigger" to verify the connection.
Step 2 - Action
Step-by-step instructions
App & Action Selection: Locate the "Wooxy" application in the search bar, then select an Action Event, such as “Add/Update Contact Data”.
Account Linking (First-time setup): Connect the account by pasting the personalized Wooxy API Key (found in Wooxy account settings) into the modal popup. Once linked, Zapier retains these credentials for future use.
Action Configuration: Select the appropriate Domain and define whether to create new contacts if they do not exist at the time of the request.
Field Mapping: Map the required fields using the dropdown menus. A unique user identifier (userId, email, or phoneNumber) must be provided to update the contact.
Finalize: Review the configuration and click “Continue” to complete the setup.
Step 3 - Publish Zap
Step-by-step instructions
Testing and Validation: Execute a "Test trigger" as prompted to verify the configuration. After a successful test, click the “Continue” button.
Activation: Finalize the process by clicking “Publish Zap” and “Publish & Turn on” to initiate the automated workflow.
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Available actions
- Add/Update contact data - add a new contact or update existing information in the Contact List.
- Remove contact - permanently remove a contact from the Contact List.
- Fire event - recording a new user behavior event within the Wooxy platform.
- Send Email - Dispatch of a transactional email message.
- Send SMS - Dispatch of a transactional SMS message.
- Send Telegram message - Dispatch of a transactional Telegram message.
- Send WebPush - Dispatch of a transactional WebPush notification.
- Send triggered Email - Dispatch of a triggered email using a pre-saved template from the Wooxy account.
- Send triggered SMS - Dispatch of a triggered SMS using a pre-saved template from the Wooxy account.
- Send triggered Telegram message - Dispatch of a triggered Telegram message using a pre-saved template from the Wooxy account.
- Send triggered WebPush - Dispatch of a triggered WebPush notification using a pre-saved template from the Wooxy account.
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Ready integrations
- Facebook - Engage new leads through automated communications or responses using predefined templates.
- LinkedIn - Lead collection, communication dispatch, and event triggering for the LinkedIn application.
- Google Sheets - Synchronize contact databases between Google Sheets and Wooxy contact lists.
- WordPress - Collection and management of contacts directly from WordPress-based websites.
- Google Forms - Automated addition of contacts from Google Forms to contact lists for further engagement and messaging.
- Stripe - Integration with the Stripe payment service for financial notifications and maintaining contact connectivity.
- Typeform - Management of contacts captured via Typeform surveys to establish long-term communication workflows.
- Wix - Visitor engagement and contact list building for websites created on the Wix platform.
- Salesforce - Management of Salesforce contacts throughout the customer journey to enhance engagement and retention.
- Gravity Forms - Automated transfer of contacts from Gravity Forms submissions to Wooxy contact lists for ongoing communication.
