Getting started: Zapier Integration

Requirements to access Zapier integration with Voxer

• Voxer PRO account (from a desktop or laptop computer using a Chrome browser log in to your account at https://web.voxer.com )
• Zapier Professional or Team account

How does it work?

Zapier is an online automation tool that connects different apps together. In the context of Voxer-Zapier integration, a "Zap" is an automated workflow that connects Voxer and another application of your choice. Each Zap consists of a trigger and one or more actions. When the trigger event occurs, Zapier will automatically complete the action for you.

In our case, the integration works with Voxer specifically by using a Webhook URL provided by Zapier. A Webhook is a way for an app to provide other applications with real-time information. The Webhook URL acts as a unique address where messages or data from Voxer can be sent.

TL;DR: After adding a Webhook URL, every time a message is sent in a chat that has been allowed access, its message data will be sent to the Zapier Webhook URL in real-time, which can then be used to trigger actions in other connected applications.

How to set up a ‘Zap’ and a ‘Webhook’

To create a Zap that involves a Webhook, follow these steps:

1. Log into your Zapier account and click on the button '+ Create'.
2. Name the Zap based on its function for easy identification by clicking its name at the top of the screen: ‘Untitled Zap’.
3. For the trigger, search and select 'Webhooks by Zapier'.
4. For the‘App & Event’ tab, choose the event you want to trigger from the options. For Voxer integration, 'Catch Hook' is commonly used.
5. For the ‘Trigger’ tab, you can leave it alone if you’d like, as the message payload is formatted in the code before it’s sent to the Webhook.
6. For the ‘Test’ tab after that, Zapier will provide a 'Custom Webhook URL'. Copy this URL.
7. From a desktop or laptop computer and a Chrome browser go to https://web.voxer.com and log in to your PRO account, then go to Profile dropdown > Integrations.
8. Click ‘Update Zapier Settings’ to save both the Webhook and the toggle settings. Upon first access of the Integrations page, the Zapier Webhook URL will default to be inactive. No messages will be pushed to it until permissions are granted in the next step.
9. Permission for Zapier integration with individual Voxer chats can be toggled within the chat.  Go to the chat in the Voxer web client that you want to integrate with Zapier. Toggle access of individual chats from the three dots drop down menu. 
10. Send a message in the Voxer chat that you have allowed for the integration.
11. Go back to your Zapier Webhook in Zapier. Click ‘Test Trigger’. You should see your message payload.
12. After the successful testing of the trigger setup, you will need to specify the action that should occur when the trigger event takes place. This could involve choosing another application where an action should be carried out. For example, if you want a message from Voxer to be posted in a Slack channel, you would choose Slack as the app and 'Post a message' as the action event. Explore the possibility of what you can do with the variety of actions!

You can add conditions based on the received payload from Webhook as per the image above.

You can configure multiple actions with different platforms, but only one (Slack) is shown in the image above. In this example, a test case from a text message (payload message content is under “Body”), then a test case from an audio/image/video message, as from the latter “Download URL” replaces “Body”. Any media types will work with your Zap.

Set up the details of the action. This could involve specifying which Slack channel the message should be posted in, customizing the message content using data from the trigger event, and choosing other optional settings as needed.

Please specify Body and Download URL in (Message Test)/(Text to Append) in Step 3 to ensure the message body and direct media files are included in the received payload.

Once you've set up the action details, Zapier will walk you through sending and receiving a test message to your chosen Slack channel for example. This is also specified in step 11 & 12.

Once the action test is successful, you can turn on your Zap.

That’s it! Some examples of how this can be used are:

• Automating the creation of tasks in project management tools (like Asana or Trello) based on certain triggers in your Voxer chat.
• Logging Voxer chat messages in a Google Sheets spreadsheet for record-keeping or analysis.
• Automatically forwarding important Voxer messages to your email or another communication tool like Slack.
• Triggering alerts or notifications in other apps based on specific keywords or phrases used in your Voxer chats.
• Using Voxer messages to update customer records in a CRM system like Salesforce.