From this article, you will learn how to connect your BotStar Account to Zapier to automate tasks with other web apps.
Zapier is an online automation tool that connects BotStar and your favorite apps, such as Gmail, HubSpot CRM, Google Sheets, and over 1,000 more. You can use Zapier to stay in touch with customers by adding new contact from chatbot to your mailing list in MailChimp; add/update a contact in your CRM when you get a subscriber or a user contact; create a deal in other apps when chatbot receives a deal from a customer; etc.
To see if your app can connect to BotStar through Zapier
Note: This article assumes that you already have BotStar account, Zapier account and other app accounts that you want to integrate.
New Checkpoint Record - Triggers when a new checkpoint record is created
New Subscriber - Triggers when a user subscribes to receive broadcast messages
Updated User Attribute - Triggers when a specified User Attribute has been added or updated to audience
New Request for Human Takeover - Triggers when a user request to contact human operator
New Tag on User - Triggers when a new tag is added to a user
How to Get Started with BotStar on Zapier
Using prebuilt Zap Templates
Zap Templates are ready-to-use integrations or Zaps between BotStar and pre-selected apps. In a few clicks, they help you discover a use case, connect apps, and turn on the Zap easily. Zap Templates are the fastest way for you to automate workflows.
You can use Zap Templates by going to Connect > Integrations in BotStar App, choose one of listed Zap Templates and click on Use this Zap to try them out right away! Check out prebuilt Zap Templates on Zapier! Zap Templates
Creating a Zap by yourself
In case you want to create your own Zap (not using our Zap Templates), these following steps can help you to integrate BotStar and any apps in Zapier through Zapier. In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Google Sheets.
The idea is to collect data submitted by your users to Checkpoint records, before transferring automatically to Google Sheet. If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial.
To connect BotStar and Google Sheets through Zapier, follow these steps:
Prepare a Google sheet
Before connecting, you need to prepare a Google sheet with the headers like the picture below.
Go to Zapier
You can go to Zapier through two ways:
Go to Connect > Integrations in your Bot and click on BotStar to see more integrations.
Go to Zapier App directly and press Make a Zap! button in the upper right hand corner.
Then search and select BotStar App as a Trigger App.
Select BotStar Trigger and click on Save + Continue button. As for this example, select New Checkpoint Record
Link the bot
All your connected accounts will show up here. After logging in, select existing or connect a new one by pressing Connect an Account button. Choose one of your chatbot and press Connect
Next press Test button to test your connection, it will be turned into a green Success button. Then cick Save + Continue
Set up Options
You will set up “Environment”. There are two types of Environment:
Live: Data generated by real users from live platforms
Test: Data generated via local testing on BotStar
Next select the checkpoint you want this trigger to listen to. For example, select Checkpoint as Saving order (You need at least one Checkpoint in BotStar App to select from Zapier).
Click Continue to complete Trigger settings
Next moving to set up Action step
Select Action App. Type Google Sheets in the search bar and select
Verify and choose Action type
Verify your Google Sheets account and select action type
Set up Template
Match the sample information from Checkpoint corresponding to the columns in the table
Now name your Zap and turn on it.
Test the integration
After completing the connection between your chatbot and Google Sheets. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to test the integration.
When you finish the application successfully, each time a user requests a contact, a new row in the sheet that you choose to save information will be created. Final result