UCal
  • Welcome
  • 🚀Getting Started
    • Quick Start
      • What is IS-Messenger?
      • Setting Up an Account
      • Connecting Channels
      • Inviting Your Teammates
      • Getting Contacts to Message You
      • Automated Welcome and Away Messages
      • Responding to Messages
      • Glossary of Terms
    • Connecting a Channel
    • Invite your teammates
    • Getting Contacts to Message You
    • Automated Welcome and Away Messages
    • Responding to messages
    • Glossary of Terms
    • Creating a Chatbot
  • ⚙️Workspace Modules
    • Dashboard
    • Inbox
      • Inbox Overview
      • Assignment and closing a conversations
      • Custom Inboxes
      • Interacting with Respond AI Prompts
      • Using AI Assist
    • Contacts
      • Contact Details
      • Contacts Overview
      • Merge Suggestions
      • Contact Activity
      • Contact Channels
      • Contact Import
      • Segments
    • Broadcast
      • Broadcast Overview
      • Managing Broadcasts
    • Workflow
      • Triggers
      • Workflow Step
        • Step: Send a Message
        • Step: Ask a Question
        • Step: Assign To
        • Step: Branch
        • Step: Update Contact Tag
        • Step: Update Contact Field
        • Step: Open Conversation
        • Step: Close Conversation
        • Step: Add Comment
        • Step: Jump To
        • Step: Wait
        • Step: Date & Time
        • Step: HTTP Request
        • Step: Trigger Another Workflow
        • Step: Add Google Sheets Row
        • Step: AI Agent
      • Workflow Templates
    • Reports
      • Reports: Conversations
      • Reports: Responses
      • Reports: Resolutions
      • Reports: Messages
      • Reports: Contacts
      • Reports: Assignments
      • Reports: Leaderboard
      • Reports: Users
      • Reports: Broadcasts
  • ⚙️Workspace Setting
    • Managing a Workspace
    • General
    • Users
      • Access Levels
    • Teams
    • Channels
      • Chat Menus
    • Contact Fields
    • Growth Widgets
      • Website Chat Widget Quick Start
      • Website Chat Widget Overview
      • Workspace Settings: Growth Widgets
      • Install Website Chat Widget on Squarespace
      • Install Website Chat Widget on Joomla
      • Install Website Chat Widget on Wix
      • Install Website Chat Widget on Shopify
      • Install Website Chat Widget on WordPress
      • How to Track Conversation Source from Multiple Websites
    • Respond AI
    • Integrations
      • Dialogflow
        • Dialogflow: Connecting to Dialogflow
        • Dialogflow: Creating a Chatbot
        • Dialogflow : Managing Intents
        • Dialogflow: Parameters
        • Dialogflow: Events
        • Dialogflow: Response Templates
        • Dialogflow: Custom Payloads
        • Dialogflow: Fulfillment Webhook Request
      • E-Commerce & CRM Integrations
        • E-Commerce Integration: Shopify
        • E-Commerce Integration: BigCommerce
        • E-Commerce Integration: WooCommerce
        • E-Commerce Integration: Magento
        • CRM Integration: HubSpot
        • CRM Integration: Salesforce
        • CRM Integration: Pipedrive
        • CRM Integration: ActiveCampaign
      • Zapier
      • Developer API
      • Webhooks
      • Make (formerly Integromat)
    • Closing Notes
    • Snippets
    • Files
    • Data Export
    • Data Import
  • ⚙️User Account
  • Profile
  • User Activity Status
  • Notifications
  • Resetting your Passwords
  • 👨‍👧‍👦CONTACT AND MESSAGES
    • Dynamic Variables
      • Dynamic Variables Overview
      • How to Use Dynamic Variables
    • Contact Search and Custom Inbox
    • Conversations
  • ⚙️MESSAGING CHANNELS
    • Channel Overview
    • Facebook Messenger
      • Facebook Messenger Quick Start
      • Facebook Chat Plugin
      • Private Replies
      • Message Tag
    • Instagram
      • Instagram Overview
      • Instagram Quick Start
    • WhatsApp
      • WhatsApp Business API Quick Start
      • Getting Ready for Inbound Conversations
      • Getting Ready for Promotional Messaging
      • WhatsApp Official Business Account (Green Tick)
      • Grow your WhatsApp Audience by Maximizing Entry Points
      • Get WhatsApp API Account for Government Agencies
      • Meta Business Verification
      • WhatsApp Message Templates
      • WhatsApp Pricing
      • WhatsApp Business Platform (API) Channel Configuration
      • WhatsApp Messaging Limits
      • Meta Product Catalog
      • Change Your WhatsApp Business Display Name
      • Phone Number Migration to IS-Messenger WhatsApp Business API
      • Turn-off WhatsApp Number Two-Step Verification
      • WhatsApp Cloud API
        • Migrating from On-Premises API to Cloud API
        • Migrating from Cloud API to On-Premises API
        • Set up the WhatsApp Echo Bot
        • Load Testing on Cloud API
        • Experiments
        • Webhooks Setup
      • 360Dialog WhatsApp
      • Twillio WhatsApp
      • MessageBird WhatsApp
      • Vonage WhatsApp
      • Phone Number Migration to WhatsApp Cloud API
    • Website Chat Widget
      • Install on WordPress
      • Install on Shopify
      • Install on Wix
      • Install on Squarespace
      • Install Website Chat Widget on Joomla
    • LINE
      • LINE Overview
      • LINE Quick Start
    • Telegram
      • Telegram Overview
      • Telegram Quick Start
    • Viber
      • Viber Overview
      • Viber Quick Start
    • SMS Overview
      • Twilio SMS Quick Start
        • Importing Contacts to Twilio SMS
      • MessageBird SMS Quick Start
      • Vonage SMS Quick Start
    • Twitter Overview
      • Twitter Quick Start
    • WeChat
      • WeChat Overview
      • WeChat Quick Start
    • Google Business Message
    • Email
      • Google Workspace Quick Start
      • Other Email
    • Custom Channel
      • Custom Channel Overview
      • Custom Channel Quick Start
  • New Release Update
  • Support Use Cases
    • How to Identify Contacts by Email and Phone NumberI
    • How to Enrich Customer Data from a CRM or other Business Software
    • How to Route Customers to the Right Team Automatically
    • How to Auto-Assign Customers to a Team or Dedicated Agent
    • How to Send Outbound Support Messages
    • Support: Closing Conversations
    • How to Supervise Your Support Agents
    • How to Analyze Reports for Support
    • How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
  • Handling Inbound Conversations
    • Managing Spam
    • Create Automated Welcome and Away Messages
    • Get Contacts’ Consent for Personal Data Collection
    • Create Automated Chat Menus
    • Collect Contacts’ Emails and Phone Numbers
    • Route Contacts by Shifts
    • Route Contacts by Team Functions
    • Route New & Returning Contacts
    • Route VIP Contacts
    • Assignment Strategy: Automatic Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
  • Capture Conversations
    • How to Streamline Meeting Scheduling via CTC Ads
    • How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
    • How to Track Conversation Source from Multiple Websites
    • How to Route Contacts from CTC Ads to Agents
  • Automate Conversations
    • How to Maximize Customer Service Potential with AI Agent
    • How to Automate Contact Information Collection with AI
    • How to Route Contacts to Preferred AI Agent
    • How to Automatically Qualify Contacts Based on Budget Using AI Agent
    • How to Route Contacts by their Preferred Language
    • How to Create Automated Chat Menus
    • Assignment Strategy: How to Automate Contact Distribution & Load Balancing
    • Assignment Strategy: Unassign Agents after Conversations Closed
    • How to Create Automated Welcome and Away Messages
    • How to Block Contacts and Manage Spam
    • How to Route New and Returning Contacts
    • How to Collect Contacts’ Emails and Phone Numbers
    • How to Route New and Returning Contacts
    • How to Route Contacts by Team Functions
    • How to Route Contacts by Shifts
    • How to Get Contacts’ Consent for Personal Data Collection
    • How to Route VIP Contacts
  • How to Promptly Transfer Conversation Between Agents
  • How to Guide Customers from Exploration to Purchase with Engaging Menus
  • How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
  • Converse with Customers
    • How to Get a Complete View of the Customers
    • How to Simplify Customer Escalation with Automation
    • How to Transfer Contacts to the Next Shift Automatically
    • How to Optimize Agents’ Productivity in the Messages Module
    • How to Align AI Conversations with Your Brand Voice
    • How to Draft Customer Replies with AI
    • How to Convert Image to Text Using AI
    • How Automate Calculations Using AI
  • Broadcasts Use Cases
    • How to Sending a Simple Broadcast
    • How to Start a Workflow Based on Broadcast Response
    • How to Import to Broadcast via WhatsApp
    • How to Troubleshoot a Failed Broadcast
  • Sales Use Cases
    • How to Collect Leads' Email and Phone Number
    • How to Enrich Contact Data and Qualify Leads
    • How to Route Leads
    • How to Auto-Assign Leads to Sales Agents
    • How to Send Outbound Sales Messages
    • How to Track Productivity by Closing Conversations
    • How to Supervise Sales Agents
    • How to Analyze Reports for Sales
  • Accessing Help Menu
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On this page
  • Create a Zap from Scratch
  • Connect IS-Messenger to Zapier
  • FAQ and Troubleshooting
  1. Workspace Setting
  2. Integrations

Zapier

PreviousCRM Integration: ActiveCampaignNextDeveloper API

Last updated 1 year ago

Connect IS-Messenger to Zapier and unlock the possibilities of 5000+ integrations.

You can integrate your Contact information from the IS-Messenger platform to thousands of CRMs, email providers, CMS, analytics tools, ads, and more. Let's have a quick look at this integration.

Getting Started

In order to get started with the IS-Messenger - Zapier Integration, you will need the following:

  • A IS-Messenger account

  • A Zapier account

For most Zaps, you’ll need to use a contact identifier, either email or phone number. If you don't have a record of a Contact’s email or phone number in IS-Messenger, you may not be able to complete a Zap.

Creating Zaps

There are two ways you can create Zaps:

Create a Zap from Template

Create a Zap from Scratch

To create a Zap from scratch, follow the steps below:

Step 1: Navigate to Zap editor

Step 2: Add and Set Up a Trigger

  1. Choose your trigger app: The Zap will be triggered by an event that occurs in this app.

If you’re using IS-Messenger as the trigger, search IS-Messenger in the search bar and select IS-Messenger app.

  1. Select your event: This will be the event that occurs in the selected app that triggers the Zap.

  1. Select or connect your app account: Select or connect the specific app account to use in the Zap trigger.

  1. Set up and test your trigger: Set up the options to fit your needs and test your trigger to see if it pulls in the right data.

Step 3: Add and Set Up an Action

  1. Choose your action app: The Zap will perform an action in this app when it is triggered.

If you’re using IS-Messenger for the action, search IS-Messenger the search bar

  1. Select your event: This will be the event that the Zap performs in the selected app when it is triggered.

  1. Select or connect your app account: Select or connect the specific app account to use in the Zap action.

  1. Set up and test your trigger: Set up the data that you want to send over to your action app and test to see if it's working as expected.

Step 4: Name and Publish the Zap

When your Zap is ready, give your Zap a name and click Publish.

Connect IS-Messenger to Zapier

When connecting IS-Messenger app in Zapier for the first time, you are required to sign in and add an API Key. You can obtain the API Key in IS-Messenger platform settings as shown in the steps below.

Step 1: Navigate to Integrations Zapier Page

Log in to the IS-Messenger Workspace you wish to connect and navigate to the Settings module > Integrations under the Workspace Settings > Click Connect next to Zapier. You will be navigated to the Zapier page in IS-Messenger.

Step 2: Obtain the API Key

To copy the API Key, unhide and click on the API Key.

Step 3: Connect your IS-Messenger Account

On Zapier, click Sign in to open a pop up.

Paste the API Key in the pop up and click Yes, Continue to connect IS-Messenger app in Zapier.

You will only need to do this for your first Zap with IS-Messenger. For all following Zaps, you can simply choose your connected account from the dropdown in the Zap setup.

FAQ and Troubleshooting

Why do I get the Too Many Requests (HTTP Status → 429) error?

Your Zap or other integration with the Bearer Token is likely asking for or sending information to the app too frequently within a given timeframe.

Why do I get the Validation (HTTP Status → 400) error?

You will encounter this error if you have provided more than the allowed pagination limit. The limit per page is 100.

What causes a Zap Loop?

A popular use case for integrations is syncing Contacts. However, Zapier does not support syncing by default and attempting to do this may cause an endless loop.

Example:

Zap 1: When a Contact is created in IS-Messenger, create a Contact in X app.

Zap 2: When a Contact is created in X app, create a Contact in IS-Messenger.

What to do if my Contact Identifiers are Incompatible?

Certain apps that you may want to integrate with (e.g., HubSpot and Shopify) require an email address or phone number to identify a Contact. You may not have these for all your IS-Messenger Contacts if they’re on channels that do not provide them such as Viber, Telegram or Facebook Messenger.

Will Zapier's messages open a Contact's conversation?

Templates are pre-built Zaps. We have templates available connecting IS-Messenger to popular CRM and e-commerce platforms. To use a Zap template, choose from the list of IS-Messenger and click Try It.

In your , hover over the left sidebar menu and click + Create Zap.

View the full list of IS-Messenger

To connect IS-Messenger in Zapier, .

Learn more about .

View the full list of IS-Messenger

To connect IS-Messenger in Zapier, .

Learn more about .

Zaps are not limited to a single action, learn how to further .

Find the .

If you do not have the required email address or phone number, the Zap will not work. Set up a to avoid getting error messages. Alternatively, consider to collect Contacts’ email addresses or phone numbers.

All messages that are sent via Zapier will not open a Contact's conversation. These messages are available in the closed Contact filter. Simply to view the messages sent via Zapier.

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