Why use Aloware's Zapier Integration?

  1. Automate Action Inside Aloware

    If event happens outside Aloware, you can automate:

    1. Update or create an Aloware contact

    2. Send an SMS to an Aloware contact

    Example:

    A contact visits your site, becomes interested in your service and submits their info on your web form. Use Aloware's Zapier integration to automatically create a contact in Aloware from the webform submission.



  2. Automate Action Outside Aloware

    If an event happens inside Aloware (see webhook events), you can automate

    1. External Zappier app actions

    Example:
    An agent creates a new contact in Aloware. Automatically enroll this contact into a MailChimp Marketing campaign.


Set Up Automation of an Action Inside Aloware

  1. Login or create a Zapier account

  2. Go to Dashboard

  3. Create a new Zap on the Dashboard by selecting a Trigger and an Action

    1. Select a Trigger App (e.g. Typeform) and an Action App (Aloware)

    2. Select the Action and Trigger Apps' Actions

    3. Click Try it

  4. Click Get Started

    1. If asked, authenticate the Trigger App and select the relevant forms

    2. If asked, authenticate Aloware App

      1. Provide your Aloware account's API token found under (Integrations > Lead API)

  5. Map the Data

    1. Select the Aloware fields that the Trigger App can provide

    2. Map the Trigger App fields to the Aloware fields

  6. Test the Zap

    1. Click Send Test to test. Check Aloware for the newly created contact.

    2. You may have re-configure some of the mapped variables so they appear correctly

  7. Turn it on

    1. Click Turn on Zap

    2. Click Manage Zaps or click Zapier logo > Zaps. You should now see your newly created Zap.


Set Up Automation of an Action Outside Aloware

  1. Login or create a Zapier account

  2. Go to Dashboard

  3. Create a new Zap on the Dashboard by selecting a Trigger and an Action

    1. Select Webhooks by Zapier as the Event (Trigger) app and the Effect App you want to automate an action for (for this tutorial we'll log new contacts we create in Google Sheets)

    2. Select the event action's Catch Hook action and the relevant effect action (e.g. Create Spreadsheet Rows). Catch Hook allows us to grab Aloware's webhook response (which fires when we create a contact or any number of events), and parse the event's values.

    3. Click Try it

  4. Click Get Started

    1. If asked, authenticate the Trigger App and select the relevant forms

    2. If asked, authenticate Aloware App

      1. Provide your Aloware account's API token found under (Integrations > Lead API)

  5. Setup the Webhook

    1. Copy the URL Zapier provides so it can listen to Aloware's Webhook

    2. In Aloware Webhooks, create a new webhook, select the event and paste the Zapier URL in the URL field.

    3. You can leave Set a Child Key field blank

    4. Test the Webhook by performing the Aloware event you selected (in this example I'm going to create a new contact with the name John Grant (Zapier) in Aloware.

    5. Move to the Test trigger step. Zapier should catch the webhook event and parse the data for you.

    6. Click Continue

  6. Configure the Action app

    1. Select the relevant Account and configurations

    2. Map the variables to the Action app


  7. Test the Action

    1. Test the Action app. Check the Google Sheet for the newly created contact.

    2. You may have re-configure some of the mapped variables in the Action App so they appear correctly.

  8. Turn it on

    1. Click Turn on Zap

    2. Click Manage Zaps or click Zapier logo > Zaps. You should now see your newly created Zap.

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