In the previous guide, you built a “what happened today” conversational application that can recognize requests from users and serve the dynamic and personalized information the user is requesting using web APIs. In this tutorial, we will add a Zapier Integration to your application; Alexa skill, Google Home action or your chatbot. Zapier is a web service that connects you to more than 750 web apps. Zaps are workflows that run a specific task. For example, you can use Zappier to send email, text messages, or add an entry to your CRM. You can learn more about Zapier here.
Add a new Zap
- On Zapier dashboard, select “Make a Zap” you can create a new free account if needed.
- From the list of built-in-apps, select “Webhooks”
- Select “Catch Hook” and click “Save + Continue”
- In the next screen, click “Continue”
- You have reached the “Test Webhooks by Zapier”, do not continue, as we will need to copy the webhook URL to Conversation.one dashboard
Call your Zap from Conversation.one
- Open the “whatHappenedToday” intent
- Add a new response and select Zapier
- Copy the webhook URL from Zapier to the URL field and click “Update”
- Click “Save”
- When done, go back to the chatbot, and type “What happened today in history”
- After you get a full response (you might need to login or to provide your PIN code), go back to Zapier
Finish your Zap
- Go back to Zapier, and click “OK, I did this” button
- If all went well, you should get a “Test successful” message, click “Continue”
- Now you should decide what are the actions of your workflow, for this demo, we will send an email to the administrator with the user’s details
- From the list of built-in-apps, select “Email”
- Select “Send Outbound Email” and click “Save + Continue”
- In the “To” field enter your own email
- In the “Subject” field enter “Email from my Conversational App”
- In the “Body” field click on the “Insert a field” button (upper right corner) and select the fields sent from Conversation.one to Zappier, this will include all the user’s stored fields
- Click “Continue”
- Click “Create & Continue”
- You should receive a test email from Zapier
- Click “Finish”, name and activate your new Zap
Try it out
Now that your app can run actions using Zapier, try out what you have so far.
In the chat console on the right, type in a request. The request can be a little different than the examples you provided in the User Says section. This can be something like “what popped up today”. After you type the request, hit “Send”.
The chatbot will answer with some interesting event from the past and will send you an email with the end-users details.
Zapier contains more than 750 different integration options, feel free to explore the different possibilities. For example, you can add a user to MailChimp, add an entry to your CRM etc.
In the next part, you’ll learn how to develop a contextual conversational app.