Requirements to access Zapier integration with Voxer
- Voxer Business administrator
- 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.
When you set up the integration on Voxer, you input the Zapier Webhook URL in the designated box on the Voxer website. This allows Voxer to send every message from your selected chats to the Zapier Webhook URL. If the toggle is switched to 'On', the Webhook URL will receive messages from all chats. To provide more granular control, you can keep the toggle as 'Off' and manually select which chats are allowed to send messages to the Webhook URL.
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’
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To create a Zap that involves a webhook, follow these steps:
- Log into your Zapier account and click on the button '+ Create'.
- Name the Zap based on its function for easy identification by clicking its name at the top of the screen: ‘Untitled Zap’.
- For the trigger, search and select 'Webhooks by Zapier'.
- For ‘App & Event’ tab, choose the event you want to trigger from the options. For Voxer integration, 'Catch Hook' is commonly used.
- For ‘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.
- For ‘Test’ tab after that, Zapier will provide a 'Custom Webhook URL'. Copy this URL.
- Go back to the Voxer Business client. In Account > Integrations, ‘https://business.voxer.com/manage/settings/integrations’ paste the copied 'Webhook URL' in the designated field and click Save Webhook.
- Configure which Team chats you wish to sent to Zapier. Permission for individual Team chats can be toggled in Manage > Teams, https://business.voxer.com/manage/teams. Chats you set as allow in Manage > Teams will be pushed to the Zapier webhook URL, vice versa
- Send a message in a Voxer Team chat that you have allowed for the integration, and go back to your Zapier webhook. Click ‘Test Trigger’. You should see your message payload.
- 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! Fig 1: Can add conditions based on the received payload from Webhook
Fig 2: Can configure multiple actions with different platforms, but only one (Slack) is shown here. I used 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”. This way all media types will work with your zap.
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.
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