Wish to integrate your CRM or any other software with AiSensy? You can do that easily with Zapier.
In this doc, we've listed down a step-by-step process you need to follow to connect your preferred software with AiSensy via Zapier.
Pre-requisites to connect Zapier with AiSensy
Here are a few things you must have to connect your Zapier account with AiSensy:
You must have an active AiSensy account. If you don't, make sure to signup now.
Your WhatsApp Business API must be live. Check out how to get your WhatsApp API Live.
Your Facebook Business Manager account must be verified (to connect with Unlimited users). Check out a step-by-step guide to verify Facebook Business manager account
Steps to connect AiSensy with your preferred software via Zapier
Go to Zapier & click on "Create a Zap" to integrate your software with AiSensy
2. Click the Trigger button to select a triggered action as per your needs. It can be anything from your internal CRM or other software like Calendly, Zoom, Instamojo, Razorpay, Convertkit etc.
3. Search & select a Trigger that will help start your Zap
Here, we're going to integrate AiSensy with Razorpay via Zapier. So, we'll be searching for Razorpay and selecting an event from it such as payment captured, or payment failed as a trigger.
4. Now to connect to AiSensy to send a WhatsApp message on the selected trigger in Razorpay in the action box Search for "Webhooks by Zapier"
5. Tap on Webhooks by Zapier and under events select "Custom Request"
6. Fill in the necessary fields
Under Method, choose POST
Under URL, add this exact URL - https://backend.aisensy.com/campaign/t1/api/v2
Now for the Data field, you need to create a jason curl, which can be done by following steps 7 to 9
Important Note: To go ahead with the next set of steps, make sure you have your AiSensy account set. If you haven't yet setup your account, then signup on AiSensy for FREE and setup your WhatsApp Business API account now
7. In AiSensy App, go to Campaigns, click on +Launch & select API Campaign
8. Add a Campaign name, select a pre-approved template to which you wish to send using the campaign & set the API campaign live
Under Campaign name, add the name of your Campaign which can be anything that describes your audience and goals. E.g. "Zapier Automation"
For Template, you need to create & approve a template message beforehand to make the campaign live in AiSensy.
Note: Make sure your WhatsApp template message is created & approved before creating the API Campaign. For reference, check out how to create WhatsApp templates in AiSensy.
9. Integrating AiSensy with your CRM/ Software
For this step, you would need your development team to help you out with the integration process.
Now in Zapier create the JSON key as per the details shared below
end notifications to users through API:
NOTE: In case of a new user (i.e. the user doesn’t exist on your contact list in AiSensy Platform) then a new contact will get created with the incoming details.
Populate the Jason key stings against each attribute according to the table below
Go to manage> API Key >Copy the key
Go to campaigns> Copy the name of the API campaign created
If there is any dynamic value included in the template message enter the details of it. Multiple values are separated by comma
object with key-value pairs. The only string is allowed as the key's value.
Optional. The object should contain keys already added as assistant attributes paired with values that you want to set as user's attributes.
Example Postman Request
Step 1 - Setup request type to "POST"
Step 2 - Setup URL
Step 3 - Choose body type "raw"
Step 4 - Select "JSON" type
Step 5 - Set content of the request
You can find more examples here - Open in Postman
Optional fields are not necessary for the request payload
The medial URL provided in the media object should be publically accessible, otherwise, the request will be rejected
The length of the template params array should be equal to the number of params required in the campaign whose name is provided in campaignName field. Otherwise, the request will be rejected
Tags should be created in your project before using them. It can be done by anyone with manager level access
If a tag doesn't exist in your project, it will be ignored
Attributes should be added to the project before using them. It can be done by anyone with manager level access
If an attribute doesn't exist in your project, it will be ignored
10. Once you have filled all the data, fill in the next fields as below
In Data Pass-Through choose "False"
For Unflatten choose "No"
In headers fill "Content-type", in Enter Test field add "application-jason"
You can do the testing part in Zapier too by clicking the Test Zap option.
You've successfully used Zapier to connect AiSensy with your CRM/ preferred software which in this case is Razorpay.