What is Zapier and how can it help me?
Zapier is a user-friendly online tool that allows you to automate workflows, making them more efficient. Zapier connects and synchronizes actions between different everyday apps and software you use, enabling repetitive processes and redundant tasks to be automated.
Creating "Zaps" between your apps saves time and empowers your employees to focus on what truly matters in your business.
Important Definitions
Zap: A 'Zap' is an automated workflow between (at least) two apps. Zaps consist of (at least) two parts: a Trigger and one or more Actions.
Trigger: The trigger is the initiating event in an app that starts the Zap.
Action: The action is the event triggered in another app.
How do I set up Zapier?
To use Zapier, you need to register for free on their website. Afterwards, you can connect your Superchat with various apps to send automated messages.
In Superchat, click on Settings → Integrations → Explore Integrations → Zapier.
You'll be redirected to a page where you can Create your Zapier account:
How do I create a Zap?
First, log into your Zapier account and click Create Zap in the top left navigation.
Select the platform you would like to trigger the automation (such as Superchat).
Next, select what the Trigger will be.
Say, for instance, you are connecting Superchat, you will need to select your Superchat account at this point and add the relevant API Key.
After that, you just need to select which action from a different platform you would like to run after the trigger (you will likely have to complete a similar setup process to the one above in order to access the other platform's API).
When you have successfully created your flow, you can test the automation. Zapier will usually provide error messages and pinpoint issues within the automation allowing you to troubleshoot in case the flow does not work. Once it successfully runs, you can publish it.
Note: You can turn on/off, view, or edit your Zaps anytime.
How do I create a Zap for the function I want?
If you are having trouble with creating your Zap, it is often best to consult the AI Copilot available in Zapier for advice on how to build the automation you would like.
Alternatively, it is also wise to consult ChatGPT when creating an automation with several platforms, as it can compile information from across all platforms' Help Centres to help you create your desired flow.
Zapier & Superchat – FAQ
Zapier & Superchat – FAQ
What is Zapier?
Zapier is a tool that connects different apps and automates tasks between them. It lets Superchat work together with other tools you use, without coding.
Why would I use Zapier with Superchat?
Zapier helps you automate repetitive work. For example, it can automatically create contacts, send messages, or sync data when something happens in another tool.
Do I need technical knowledge to use Zapier?
No. Zapier is a no-code tool and is designed for non-technical users. Most setups are done by selecting options and mapping fields.
Do I need a Zapier account?
Yes. You need a Zapier account to create automations. Zapier offers free and paid plans depending on your needs.
What is a “Zap”?
A Zap is an automation in Zapier. It consists of a trigger (what starts it) and one or more actions (what happens next).
What kind of data can I send from Superchat to Zapier?
You can send data such as contact details, contact attributes, conversation information, or automation-related data.
Can Zapier send WhatsApp messages via Superchat?
Yes. Zapier can trigger actions in Superchat, such as sending WhatsApp templates, depending on your setup and channel rules.
Does Zapier replace Superchat automations?
No. Zapier complements Superchat automations. Superchat handles customer communication, while Zapier connects Superchat with external tools.
Is Zapier required to use Superchat?
No. Superchat works without Zapier. Zapier is optional and only needed if you want to connect Superchat with other systems.
Can I break something if I set it up wrong?
Incorrect setup can cause issues like duplicate contacts or messages. This is why testing and using filters is recommended before activating a Zap.
Where should I start if I’m new?
Start with one simple Zap (one trigger and one action), test it thoroughly, and then expand step by step.
Once your Zap is active, you can start building more advanced workflows. For guidance on testing, filters, and avoiding common setup issues, check out Best Practices: Zapier.