Use Zap templates to connect your chatbot to other apps

Slack

There are different Slack templates. Select a trigger from the Respond to messages dropdown menu. 

Trigger for a keyword

The Zap will trigger only for messages that contain the keyword you choose.

• Enter the keywords in the Keyword field. 

• Click Create Integration. A new window or tab will open with your new Zap.

• Click the New Mentions trigger step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• In the Configure tab, the keyword you entered will be in the Highlight Word field.
• Click Test trigger.
• The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Send Channel Message action step will have the Slack channel and chatbot reply already filled in. You can edit this action step fields, if needed.

Trigger for messages posted in a specific channel

The Zap will trigger only for messages from the channel you specify. 

• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Message Posted to Channel trigger step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.

• Once the Zap template is created, select the channel you want to monitor in the Channel field of your trigger step.
• Click Continue.
• Click Test trigger.

• The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step.
• The Generate Reply to Message step comes with the fields Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Send Channel Message action step will already have the Slack channel and chatbot reply filled in. You can edit these action step fields if needed.

Trigger only for certain channels, or exclude certain channels

You can either trigger only for messages from specific channels or for all channels except the ones you exclude. The Zap template will use a Filter step to check for the correct channel.

Certain channels

• In the Channels to include field, enter the channel name. Separate multiple channel names with commas.
• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Public Message Posted Anywhere step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• Click Test trigger.
• The Filter step will be populated with the name of the Slack channel(s) from which you want to trigger messages.
• The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Send Channel Message action step will have the Slack channel and chatbot reply already filled in. You can edit this action step fields, if needed.

Exclude channels

• In the Channels to exclude field, enter the channel name. Separate multiple channel names with commas.
• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Public Message Posted Anywhere step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• Click Test trigger.
• The Filter step will be populated with the name of the Slack channel(s) you want to exclude.
• The Formatter step ensures that a Slack Message ID or Thread ID is always available for the next step. No changes are needed to this step.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Send Channel Message action step will already have the Slack channel and chatbot reply filled in. You can edit these action step fields, if needed.

Gmail

This template creates draft replies to new emails from the connected Gmail account.

• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Email step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• Click Test trigger.
• In the Filter step, enter any email addresses that you do not want the chatbot to reply to. Separate multiple email addresses with commas.
  • You can remove the Filter step if you want the chatbot to reply to all messages.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Formatter step converts your chatbot reply from Markdown into HTML. No changes are needed to this step.
• The Create Draft Reply step comes with thread ID, email, and chatbot reply already filled in. You can edit these action step fields if needed.

Zendesk

This Zap will trigger when a new ticket is created and add the generated reply as a comment to the ticket.

• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Ticket step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• Click Test trigger.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• The Add Comment to Ticket step comes with the chatbot reply already filled in. You can edit the action step fields if needed.

Facebook Messenger

This Zap triggers when a new message is sent to a page and replies back on behalf of the page. 

• Click Create Integration. A new window or tab will open with your new Zap.
• Click the New Message Sent to Page step. A new dialog box will open.
• Click the Account field. A popup window will open.
  • Select an existing account from the list, or click + Connect a new account. Learn how to connect a new account.
• Click Continue.
• In the Configure tab, select the Facebook Page to want to use for replying to messages.
• Click Test trigger.
• The Generate Reply to Message step comes with the Conversation Key and User Message already filled in. Edit the User Message field as needed.
• Click the Send Message From Page step.
  • In the Page dropdown menu, select the Facebook Page. 
  • The recipient ID and chatbot reply will already be filled in.