How to Connect Web Forms to Send a Template Message?
To connect a Web form to send a Template Message, follow the steps detailed below:
In Zapier, create a new Zap by clicking on theCreate Zap button.
In the search bar of theApp Event, type "webhook" and select "Webhooks by Zapier".
InTrigger Event, select "Catch Hook".
Click on the "Continue" button.
Configure the form to capture leads on your website to send the data to the Webhook URL provided by Zapier.
Click the "Refresh fields" button and perform a test to validate that the data entered in the form is being sent.
Click on the "Continue" button.
In the next step, in the search bar of theApp Event, type "webhook" again and select "Webhooks by Zapier".
InActionEvent, select "POST".
Click on the "Continue" button.
InAction, in theURLfield, paste the following link:https://us-central1-atomchat-io.cloudfunctions.net/api/Template/SendMessage(this is the Atomchat Endpoint).
InPayload, select "json"; and, inData, you must configure the payload parameters:templateId:Corresponds to the identifier (Id) of the template message in AtomChat.*groupName:Name of the group to be assigned.phoneNumber:Phone number connected to your channel in AtomChat.paramsclient_name:Name of the client to whom the template message will be sent.
templateId:Corresponds to the identifier (Id) of the template message in AtomChat.*
groupName:Name of the group to be assigned.
phoneNumber:Phone number connected to your channel in AtomChat.
paramsclient_name:Name of the client to whom the template message will be sent.
If you want to add anexistingPredefined Fieldin Atom that is included in the template message, you must specify it using the following format:paramsfield name
If you want it to be assigned directly to an Agent, add theassignfield with thevaluetrue. If you want the traffic to be directed to the bot, it is not necessary to add theassignfield.
To obtain the templateId of the template message you will send, follow the steps detailed below:
Select theConfigurationsmodule.
Click on theTemplatesoption.
Identify the template message you will send and click on the Edit icon.
On theEdit Template screen, in the first field, you will find the templateId; copy and paste it into the respective field in Zapier.
InHeaders, you must configure theAuthorizationparameter, which is of typeBearer Token.
The format to use is as follows:Authorization: Bearer +public token*
*To obtain the public token, follow the steps detailed below:
Select theConfigurationsmodule.
Click on theChannelsoption.
Locate yourself in the channel that you have connected from Atom, and click on the three dots icon.
Click on the "Copy public token" option.
To finish, click on the "Continue" button.
If you have questions about the different concepts covered related toZapier, you can consult theQuick Start Guideor go to theHelp Center, where you can find all the relevant information you need.