How to Use Zapier Action

Learn how to use Zapier action, its configuration, and how it will behave during a live conversation

Action usage

Zapier action is used when you want to integrate MindBehind with other famous platforms online thanks to Zapier wide market. This action will send the current assistant state to Zapier for any custom further actions you want to do with that state.

A simple scenario will be storing all user messages inside a Google sheet. 

I went to https://zapier.com/ and logged in with my credentials, and then I clicked "Create Zap " button:

 

image-png-Aug-31-2021-12-47-19-44-PM

I typed MindBehind and selected it:

blob-13

I logged in to MindBehind with my MindBehind credentials and click Continue button :

blob-14

I selected one of the companies in which I want to use Zapier integration inside:

blob-15

I entered a name for your Zap and clicked Continue button:

blob-16

During the trigger setup process, you may see the "Example of a success Conversation ID" field. You should follow these steps:

1) Go to app.mindbehind.com

2) Select your assistant and go to your assistant map.

3) Click the "Preview" tab which is located left corner.

4) Start the conversation

5) You can find the conversation id under the message bubble:

6) Copy and paste this conversation ID as "Example of a success conversation ID"

I clicked "Test&Find" Data button and after that clicked Continue button :

blob-17

I chose the Google Sheet app:

blob-18

I chose Action Event and click Continue. I selected Create Spreadsheet Row because I will add each message to a new row:

blob-19

I selected Google Sheets Account and click Continue, then I set Google Account information. For the Row, I selected Message in Custom tab because I wanted to add user messages coming to the assistant to the spreadsheet:

blob-20

I selected also Message in the next field. After that, I clicked the Continue button. I tested my Zap and turned it on. 

turn on zap

I went to https://app.mindbehind.com/ and created a simple assistant that uses Zapier action. When I clicked Zapier action I saw its menu on the right side. I clicked "refresh" button to make sure MindBehind fetched the last Zaps from Zapier:

blob-24

After that, I chose my zap, clicked the Save button at the top, and then clicked the Preview tab to test your zap:

blob-25

 

Preview Example:

For instance, I wrote my e-mail address and chose Selection A.

image-png-Mar-05-2021-03-01-36-96-PM

After receiving the “ask a question” respond, I sent “I wanna edit my order” message .

image-png-Mar-05-2021-03-02-07-48-PM

Then I checked my Google Sheet, I was able to see the users' messages.

 

Details of Bot Action:  A successful conversation's conversationID can be found in conversation analysis page.

Remark:  One Zap can be only used in one Zapier Module.

Behavior

Zapier action is used to fire a Zap on Zapier side, sending the following parameters in the body of the message:

  • params: The current state params
  • lastIntent: The last intent the AI predicts for the user input
  • message: The last user message sent to the bot

    And the flow will continue using the Zapier action connection.

    Defining a delay for this action will delay the call to the Zap endpoint concluding delays in the upcoming messages after the Zapier action.