# Zapier

## Supported Triggers and Actions

The list of Triggers is currently available for use. 👇

**Triggers**

* **New Appointment Scheduled:** Triggers when a new appointment is scheduled in Whautomate.
* **Appointment Rescheduled:** Triggers when an appointment is rescheduled in Whautomate.
* **Appointment Cancelled:** Triggers when an appointment is cancelled in Whautomate.
* **New Client Created:** Triggers when a new client is created in Whautomate.
* **New Contact Created:** Triggers when a new contact is created in Whautomate.

**Actions**

* **Assign Tag(s) to Client:** Assigns Tag(s) to an existing Client in Whautomate.
* **Assign Tag(s) to Contact:** Assigns Tag(s) to an existing contact in Whautomate.
* **Create Appointment:** Creates an Appointment in Whautomate.
* **Create Client:** Creates a new Client in Whautomate.
* **Create Contact:** Creates a new WhatsApp Contact in Whautomate.
* **Send WhatsApp Template Message:** Sends a WhatsApp Template Message to a contact from Whautomate.
* **Search Client:** Searches Client based on Name, Phone, or Email in your Whautomate account.
* **Search Contact:** Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

## Get Started

1. Go to the **Integrations** page in the Whautomate platform then scroll down and select the **Zapier** connect button to continue.

<figure><img src="/files/b3BmDvgD0CQq0ok4gknV" alt=""><figcaption></figcaption></figure>

2. [Zapier](https://zapier.com/) allows you to connect Whautomate with thousands of apps on [Zapier, ](https://zapier.com/apps)with some useful examples such as Google Sheets, Google Calendar, Salesforce, Gmail, Slack, Webhooks by Zapier, Google Drive, Mail Chimp, Hubspot, Facebook Lead Ads, Shopify, WooCommerce, Calendly, and many more.&#x20;

<figure><img src="/files/MwXZ8LIfjgF1NS05ahcd" alt=""><figcaption></figcaption></figure>

## Quickly Automate using Zapier's templates.

1. Scroll down on the Whautomate Zapier Integration page to view the list of popular Whautomate **Zapier** templates.

<figure><img src="/files/LJVRV6WNUqqItILEo0Xu" alt=""><figcaption></figcaption></figure>

2. Select the Zapier template you want to automate from the list. Click the **"Use this Zap"** button to get started.
3. Not finding what you're searching for? Click the **"Create from scratch"** link to initiate a new Zapier automation. 👇

<figure><img src="/files/MuKTmhgA11D4RhzKEGXD" alt=""><figcaption></figcaption></figure>

## Create a New Zap

1. Click the [**"Create from Scratch"**](https://zapier.com/webintent/create-zap/?utm_source=partner\&utm_medium=embed\&utm_campaign=app_directory_element) link in the Whautomate app to create a new Zap automation rule.

<figure><img src="/files/GgmcjbUaSio5vJyrbDju" alt=""><figcaption></figcaption></figure>

(or) Go to the Zapier app, click the **"Create"** button and Select the **"Zaps (Automated workflows)"** option to create a new Zap automation rule.

<figure><img src="/files/chhqkJnKfVaQQ9t7dIIb" alt=""><figcaption></figcaption></figure>

## 1. Setup Trigger

In this tutorial, We will demonstrate how to add new Whautomate contacts to Google Sheets using Zap as an example.

1. Search and select the **Whautomate** app in the App Event to trigger the Zap when a new contact is created at Whautomate.

<figure><img src="/files/iJwYVBmo2eSsNX4xRQSD" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Bykn74IsOtn0MJxzfa9q" alt=""><figcaption></figcaption></figure>

2. Search and Choose the **"New Contact Created"** for the Trigger Event then continue.

<figure><img src="/files/4oDoVQg1TKcYxv8edCcS" alt=""><figcaption></figcaption></figure>

### Connect Whautomate

1. Click the **"Sign in"** button and Allow Zapier to access your Whautomate Account.

<figure><img src="/files/xMqFTwShGft1mbzewvg0" alt=""><figcaption></figcaption></figure>

2. Copy the **API Host** and **API key** from the **Whautomate REST API** integration page and paste them into the designated fields to connect your Whautomate account. 👇

<figure><img src="/files/p8oy4JhA8V1xkZJX0OkR" alt=""><figcaption></figcaption></figure>

3. Go to the **Integrations** page in the Whautomate platform then scroll down and select the **Rest API** **Connect** or **Edit Setup** button to continue.&#x20;

<figure><img src="/files/T9dultiypzTSteTywAnb" alt=""><figcaption></figcaption></figure>

4. Copy the **"API Host"** URL and Paste it on the Zapier integration page API Host field.
5. Click the **"New API Key"** button and Enter the key name(optional) Eg. Zapier Integration.

<figure><img src="/files/HLKTSfqPak5GIrFcHrZz" alt=""><figcaption></figcaption></figure>

6. Copy the **"API Key"** below marked and Paste it on the Zapier integration page API Host field.

{% hint style="warning" %}
Caution: Safeguard your API Key! Keep it secure to prevent unauthorized access.
{% endhint %}

<figure><img src="/files/iZ2qdo8hOFVMaOvNyNHw" alt=""><figcaption></figcaption></figure>

7. Once you have pasted the **API Host** URL and **API Key,** click the **"Yes, continue to Whautomate"** button to successfully connect the Whautomate account. 👇

<figure><img src="/files/MBaUCvxy6rpkmWsO71Sj" alt=""><figcaption></figcaption></figure>

8. Once connected to your Whautomate account, please click the **"Continue"** button.

<figure><img src="/files/pxYBQAzXoLzqwpCM9LVY" alt=""><figcaption></figcaption></figure>

## 2. Test Trigger

1. Click the **"Test Trigger"** button to verify the contacts in your Whautomate account. If no contacts are found, you will need to create one.

<figure><img src="/files/XrYWXH5og7x9nNhovwgD" alt=""><figcaption></figcaption></figure>

2. Please verify your contacts are found correctly, Select the contact record you want to test and Then click the **"Continue with selected record"** button.

<figure><img src="/files/fQEksEYAkZFpAny6i2rP" alt=""><figcaption></figcaption></figure>

## 3. Setup Action

1. Select the **Google Sheets** in the app event to trigger the Zap when a new contact is created on the Whautomate app.

<figure><img src="/files/YHbjaDlmFsMlTEuOoVYz" alt=""><figcaption></figcaption></figure>

2. Search and Choose the "Create Spreadsheet Row" for the Action Event then continue.

<figure><img src="/files/59J2eqV29ZFPHJsfDz9k" alt=""><figcaption></figcaption></figure>

### Connect Google Sheets

1. Click the **"Sign in"** button, and then Zapier will direct you to the following page.

<figure><img src="/files/ACSZhDSg2zutxFHjARDJ" alt=""><figcaption></figcaption></figure>

2. Select your Google account or Use another account option to add an existing account or create a new account. After the creation, the new account will appear in the selection. 👇
3. Once connected to your Google account, Please click the **"Continue"** button.

<figure><img src="/files/ltXEl7RopIN09oQ7qrSq" alt=""><figcaption></figcaption></figure>

4. Now, select the option for **My Google Drive**. Then, choose your Google Spreadsheet or create one if you don't have it, and select the Worksheet option Eg. **Sheet1** option to continue.

Eg. I have already created one the name is ABC Business Contacts. 👇

<figure><img src="/files/PJemf6HY9oMcVT0HdJNE" alt=""><figcaption></figcaption></figure>

5. Add headers in the spreadsheet, as shown in the picture below. This is an example of contact details obtained from Whautomate that I want to save in the spreadsheet. 👇

<figure><img src="/files/a27VFa0QNGEz9ewYm5P1" alt=""><figcaption></figcaption></figure>

6. Set up your Whautomate contact fields to match your spreadsheet headers. Then click the continue button. 👇

<figure><img src="/files/5AnjR7QXLyNBvRS3OITQ" alt=""><figcaption></figcaption></figure>

## 4. Test Action

1. Click the **"Test Step"** button to verify that the spreadsheet received the test contact has been created.&#x20;

<figure><img src="/files/DeSvD7WUjYwSMSrHDSkn" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HDfNzF0pmnfE7T33WrRl" alt=""><figcaption></figcaption></figure>

2. Click **"Publish"** after confirming that the test contact details have been successfully created in the spreadsheet. 👇

<figure><img src="/files/hHEdmxS9Ow0GdeHpuo1k" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Created a new **"Whautomate Contacts to Google Sheets"** zap automation rule successfully. Now, go to your Whautomate account and create a new contact to test it!
{% endhint %}

3. You can always modify, enable, or rename your Zap on the My Zaps page.

<figure><img src="/files/l1HTn1z6qJVIMVJ7HD4d" alt=""><figcaption></figcaption></figure>


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