Guide FloatChat

Floatchat- User Guid

Zapier

1. Introduction #

Floatchat’s integration hub allows users to integrate external applications using Zapier, a cloud service that provides API integrations with various other cloud services. With Zapier integration, you can use any of the available Zapier integrations to enhance your Floatchat chatbot. Zapier offers triggers and actions, where a trigger event in an app starts the Zap, and an action completes the Zap.

You can integrate Floatchat with Zapier using the default Zapier node or by using the dedicated app nodes provided by Floatchat. For more information on Zapier, you can refer to the Zapier Documents.

 

2. Prerequisites #

Before proceeding, make sure you have the following:

– Zapier account.

– Account for the third-party app you wish to integrate with.

 

3. Direct Zapier Integration #

You can use the default Zapier node in Floatchat to integrate with any app on Zapier that doesn’t have a dedicated node in Floatchat. Let’s see how to set up a sample integration with Slack.

 

3.1 Steps to Configure Zapier for Slack #

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3.1.1 Setting up the Floatchat app on Zapier #

In the Paths section, click on the add node button and select the Zapier node. There are two ways to add the Floatchat app in Zapier:

– Follow the link provided in the Zapier node or use the link below: [link]

– In your Zapier account, go to Settings > My Apps > Search for a new account to connect under Connected Accounts. Search for “Floatchat” and select it from the drop-down menu.

 

3.1.2 Setting Floatchat as a Trigger #

After adding the Floatchat account to Zapier, create a new Zap. For the trigger step, select the Floatchat application from the dropdown and choose “New Zap Event” as the trigger. Alternatively, if you followed the provided link, the trigger will be pre-assigned as Floatchat.

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3.1.3 Setting the Action App #

Next, add a new step and search for Slack. Choose the desired action from the list of events that can be performed with Slack (e.g., sending a direct message).

 

3.1.4 Connect your Slack Account #

Once you save and continue, Zapier will prompt you to connect your Slack account and grant necessary permissions.

 

3.1.5 Setting up the Action #

Add your Slack account and configure the action. For sending a direct message, you need to provide the following mandatory fields:

– Username: Enter the username of the Slack user you want to send a message to (this will be fetched/populated from your Slack workspace).

– Message Text: This field can be either hardcoded or populated by a bot user as an attribute. To use a user-entered message, select an attribute from the dropdown (e.g., “Message Text”).

Save this step, test it, and then turn on your Zap.

 

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3.1.6 Configuring the Zapier Node on Floatchat #

After completing the Zapier setup, switch to the Floatchat portal and click “Next” on the Zapier node. Write an event key for this node to differentiate it if you create multiple Zapier integrations.

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3.1.7 Setting up Attributes in the Zapier Node #

While setting up the attributes, make sure you assign the correct attribute to each field. For example, if you set “Message Text” as Attribute 1 in your Zap, make sure Attribute 1 in the Floatchat node is set to the attribute that captures the message from the bot user. Similarly, set the other attributes accordingly.

Once you’ve assigned the attributes to their respective fields, save the node. Your integration with Slack via Zapier for sending messages to Slack users is now set up.

 

 

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