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How to Connect Web Forms to Send a Template Message?

⚡ How to connect a web form with Zapier and Atom


Automating the sending of messages to leads that fill out a form on your website is an excellent way to start conversations instantly. Below, we explain how to set up this integration using Webhooks in Zapier.

1️⃣ Configure the "Trigger" in Zapier

  1. In Zapier, create a new Zap by clicking the Create Zap button.

  2. In the App Event search bar, type "webhook" and select Webhooks by Zapier.

  3. In Trigger Event, select Catch Hook and click Continue.

  4. Zapier will give you a URL. Configure your web form to send the captured data to that URL.

  5. Fill out a test form on your website, return to Zapier and click Refresh fields to validate that the data is arriving correctly.

  6. Click Continue.

2️⃣ Configure the "Action" (Action towards Atom)

  1. In the next step (App Event), search for "webhook" again and select Webhooks by Zapier.

  2. In Action Event, select POST and click Continue.

  3. In the Action section, find the URL field and paste the official Atom endpoint:
    ​https://us-central1-atomchat-io.cloudfunctions.net/api/Template/SendMessage

  4. In the Payload Type field, select json.

  5. In the Data section, you must map the parameters that Atom needs to send the message:


    • templateId: The ID of your template in Atom. (Required)
    • groupName: Name of the group to which the chat will be assigned.
    • phoneNumber: The phone number captured in the form (must include the country code).
    • params__client_name: The client name captured.
    • Custom fields: If your template has extra variables, add them using the params__ prefix (e.g. params__city).
    • assign: Write true if you want the chat to go directly to a human Agent. If you omit this field, the bot will handle the lead.

  6. In the Headers section, you must authorize the request by configuring the following:


    • Key: Write Authorization
    • Value: Write Bearer your_public_token (replace "your_public_token" with the actual token).

  7. Click Continue to finish and turn on your Zap.

🔑 Where do I find my templateId and my Public Token?


​To get the templateId:
​

  1. In your Atom platform, go to Settings > Templates.

  2. Identify the template you are going to send and click on the three dots icon (⋮) and select "Copy ID".

  1. In the edit screen, the first field you will see is the templateId. Copy it and paste it in the Data section of Zapier.

To get the Public Token:
​

  1. In Atom, go to the Settings > Channels module.

  2. Position yourself in the connected WhatsApp channel, click on the three dots icon (⋮).

  3. Click on the "Copy public token" option.

Automate your lead generation on autopilot! 🚀

By linking your web forms with Atom through Zapier, you ensure that each potential customer receives a WhatsApp message at the moment of greatest interest. If you need more information on how to use Zapier, remember that you can consult its Quick Start Guide. ✅

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