messenger
4661
How to Connect Zapier with BotSailor to Send Collected Data in WhatsApp

In this article, I will show you how to connect Zapier with BotSailor to send data collected via WhatsApp from BotSailor to Zapier. 

We have also created a video tutorial on how to connect Zapier with BotSailor to send data collected via WhatsApp from BotSailor to Zapier. 

Watch the video tutorial: 

You can send BotSailor’s WhatsApp data or user input flow data to any third-party application, such as Zapier, for processing. 

We can send information collected by the WhatsApp chatbot to Zapier by integrating BotSailor with Zapier. 

Let’s see how you can do that. 

First, you have to create a User Input Flow campaign on BotSailor.

To create a User Input Flow campaign, go to the Dashboard of Botailor. Click on the Botmanager menu (under WhatsApp Section) at the left sidebar of the dashboard.

Instantly, the WhatsApp Bot manager page will appear. Now click on the Input Flow option. Instantly, input flow settings will appear with create button. 

Image

Now click on the create button. Instantly, the flow builder editor will appear with the Start bot flow and User Input Flow components connected with each other.

Image

 

Double-click on the User Input Flow and instantly, a right sidebar called configure user input flow will appear with the user input flow and campaign name field. 

In the user input flow field, select add new input flow option. 

Provide a name in the campaign name field.

Image

 Instantly, a new question component will appear in the editor connected with the Start Flow Campaign.

Image

Now configure the Start Bot Flow Campaign. Double-click on the Start Bot Flow campaign. Instantly, the sidebar called configure reference will appear with some fields – Titles, Choose Labels and Choose sequence. 

Provide a title in the title field. Then choose a label from the drop-down list. 

Also, you can choose a sequence. 

Well, choosing a label and sequence is optional.

Image

Now configure the new question component. 

Double-click on the new question component. Instantly, a right sidebar called configure new question will appear. 

Now select a free keyboard input. 

Instantly, some fields will appear. And you have to fill out the fields.

In the question field, write a question – ask the user to provide their email address. 

Then select the reply type as email. 

Then click on the ok button.

Image

You can provide a final reply. To provide a final reply, drag your cursor from the final reply socket of the new question and drop it on the editor. 

Instantly, a new postback component will appear connected to the new question component.

Image

Double-click on the new postback component. Instantly, a right sidebar called configure new postback will appear. 

Provide a title in the title field. You can choose a label and a sequence. But it is optional, not required.

Image

Now click on the ok button. And the new postback will be configured.

Now add a text component to the postback. 

 

Drag your cursor from the next socket of the new postback and drop it on the editor. Instantly, a list of different components will appear. And from the list, select the text component. Instantly, the text component will appear. 

Image

Now configure the text component — provide a message to the text element.

Image

Then click the ok button. 

Then add the trigger component to make it a fully functional bot.

Image

Now click on the save button to save the bot.

Let’s check the bot. 

Write the keyword in WhatsApp. 

Instantly, the bot will ask for the email address. 

Then provide your email address.

Image

Now, if we want to send this email address or any data that we collect from the WhatsApp chatbot to Zapier or any third-party application, we need to create an outbound webhook.

 

Now refresh the WhatsApp bot manager page. Then click on the outbound webhook option.

Image

Instantly, outbound webhook settings will appear with create button. 

Now click on the Create button.

Image

Instantly, a webhook outbound modal form will appear.

Provide a name in the Webhook modal name. Then you have to provide the outbound Webhook URL in the Webhook outbound URL field. 

Image

You have to get the URL from a third-party application.

Since you will connect Zapier with BotSailor, you need to get Url from Zapier. 

Let’s go to Zepier. Then click on the Create Zap button.

Image

Instantly, a sandbox will appear. 

In the App event field, select Webhook by Zapier. 

ImageInstantly, a modal form called Webhooks by Zapier will appear with a field called Event.

In the Event field, choose catch Catch Hook option. Then click on the Continue button.

Image

After that, click on the continue button again.

ImageInstantly, Webhook URL will appear. And you have to copy the url.

ImageNow go to the BotSailor. And provide the webhook URL in the out-band webhook URL field.

Here select the Subscriber name, phone number, and input flow data. 

Then click on the save Webhook button.

Image

Now, you need to send test Webhook data in Zapier. 

Let’s go to the WhatsApp bot.

Let’s go to the WhatsApp bot. And write the keyword to trigger the bot with user input flow.

And the bot will ask for your email address. In response, provide your email address.

ImageNow return to Zapier and click on the Test Trigger button.

 Now you will see Zapier has collected the data.

It has collected the user's name, chat id (which is a phone number), and user input flow data.

Now click on continue button.

ImageInstantly, App Event selection form will appear. And select the Email by Zapier option.

Image

Instantly, the action email by Zapier will appear. 

In the event field, you have to select Send Outbound Email option. Then click on the continue button.

Image

Then you have to provide information to send an email. 

In the To field, select the user input data answer for the email address. 

Then write a subject for the email. After that, write the body of the email. You can use the collected data in the email body. Here, I am using the name of the user.

ImageClick on the continue button.

Image

Then click on the test action.

Image

Now check email to see if the email has arrived. Yes, the email has arrived.

Image

Now, return to Zapier to publish the Zap. 

Click on the publish Zap button.

ImageThen, click on publish and turn on the button.

Image

And your Zap will be published.

Image

Image

This is how you can connect Zapier with BotSailor to send data from BotSailor to Zapier. 

In the same way, you can integrate BotSailor with other third party applications, like Pabbly.

Thank you for reading the article. 

author

Kamrul Hasan

17 Dec 2022
  • Categories :

  • Uncategorized

(0) Comments

Related Articles

Stay ahead of the curve with BotSailor`s latest articles. Dive into expert analyses, industry trends, and actionable tips to optimize your experience. Explore our articles now and unlock the full potential of your business.

Train AI Assistant for Chatbot With FAQ, URL & File

Train AI Assistant for Chatbot With FAQ, URL & File

Train AI Assistant for Chatbot With FAQ, URL & FileBotSailor's just launched its AI Assistant chatbot feature giving...

READ MORE
Launch Your SaaS with BotSailor White Label Chatbot Marketing

Launch Your SaaS with BotSailor White Label Chatbot Marketing

Unlock a Profitable Business with BotSailor's White Label Reseller Program Are you looking for an effortless way to ...

READ MORE
BotSailor’s Affiliate Program

BotSailor’s Affiliate Program

We're delighted to announce the opening of the BotSailor Affiliate Program today! We developed it as a way to thank the ...

READ MORE