Enable integration with Zapier

By enabling HappyFox Chat-Zapier Integration, when there is a chat related event you can create an action. For example when there is a missed chat (a trigger) on HappyFox Chat you can send an email alert (an action).

HappyFox Chat provides three trigger points:

  1. Finished Chat
  2. New Offline Message
  3. New Missed Chat

Only Admin has the access to integrate Zapier with HappyFox Chat account. The app integration is available on all paid plans.

Prerequisite for Zapier-HappyFox Chat Integration:  

Get API Key for HappyFox Chat account

1. Login to HappyFox Chat account. (New to HappyFox Chat? Sign Up here)

2. Go to Apps → Zapier → Click TRY FOR 7 DAYS/INSTALL button. 

3. Now click Generate API Key button and copy the API Key.

Steps for Zapier-HappyFox Chat integration

Let's create a Zap for the following scenario. When there are new missed chats (which is the trigger) on HappyFox Chat, send an email to your gmail id (the action).

STEP 1: Login to your Zapier account

STEP 2: Click on Make a New Zap button.

STEP 3: To set up the trigger for HappyFox Chat,

  • Under Choose a trigger app, Type HappyFox Chat and select it.
  • It will take you to the next step. Choose New Missed chat as trigger → Click Continue.
  • Hit Connect a New Account button. You will be prompted to enter API key of your HappyFox Chat account.
  • Now paste the API Key copied from your HappyFox Chat account → Then click Yes, continue button
  • After connecting to your HappyFox Chat account, click Save + Continue button.
  • Now test this HappyFox Chat account by fetching sample chats. Click Connect & Continue.
  • Now, create dummy missed chat on your HappyFox Chat account.
  • Once the system fetches the test sample, you will see "Test Successful!" message as shown below. Click Continue.

Step 4: To setup the action to be taken for the trigger. (Sending email for a new missed chat on HappyFox Chat)

  • Choose action app  → Type "Gmail" and select it.
  • Under Select Gmail account → click Connect to new account button.
  • In this step, Zapier will prompt you to grant access to your Gmail account  → Click Allow button.       
  • Under select Gmail action, select Send Email → Click Save + Continue button.
  • Under setup Gmail, fill in the required fields → Click Continue button. (This step is to set the email template for a new missed chat on HappyFox Chat)
  • You can send a sample message to preview the email for missed chat. On testing successfully testing the sample message, you can see the below screen. Click "Finish" button.

Step 6: After testing and naming the Zap, turn ON the Zap. Your Zap will be created successfully!

To add a keyword filter, click ‘+’ option:

You can set “custom filter” so that you can set the action only when there is a keyword mentioned in the chat. Example: upgrade plan / pricing / something relevant to your domain.

Important Note:

Now, you can create more 25 Zaps in a simpler method. Check out Zapier's app page.

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  • 31-May-2017
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