Set Up Your Trigger

Set up trigger app as Alive5 and event from above mentioned four Alive5 Triggers.

• Contact Created automate your action on the basis of contact creation
• SMS Conversation automate your action based on SMS sent or received
• Chat Start automate action when chat starts
• Chat End automate your action when chat ends

Then connect to your app account and test the trigger.

Set Up Your Action

Set up action app and event. Connect to your app account and map your fields. And test your ZAP.

Zapier Connection

To get started with the Alive5/Zapier Integration, you will need a Zapier account and the API key of your Alive5 account. Published zaps of Alive5 make it much easier for our clients to automate tedious tasks by connecting them with another desired app.

Log in to your Zapier account by going to https://zapier.com/app/login. Provide your email ID and password.

You will be redirected to the Zapier home page:

Follow the steps described in the next section against each trigger to use Zapier in combination with Alive5. The main two steps involved are:

1. Triggers - A trigger is an event that starts a Zap. Think of it as the WHEN of any automation.
2. Actions - An action is the DO part of your automation. Actions are the events you want your Zap to perform after your trigger occurs. Without an action, you don't have a complete Zap.

CONTACT CREATED

TRIGGER

1. Choose an App and Event

Click the “Create Zap” button to start configuring Zapier with Alive5. Enter “Alive5” in the search field as an app event. Select “Alive5” from the dropdown list.

Select an event in the Alive5 app that will initiate your zap when triggered. For example, if you'd like an event to trigger actions such as sending a Slack notification, creating a CSV file, or generating a Google Doc whenever a contact is created in Alive5, choose "Contact Created" from the dropdown menu.

2. Choose Account

For the initial configuration, you will be required to connect to your Alive5 account. However, the dropdown list will be populated with all accounts used while creating a zap.

You will be redirected to the following page where you will be asked to provide the API key to access your Alive5 account. Get your API key from the Alive5 Integrations section.

Click “Continue”.

3. Test Trigger

Trigger “Contact Created” can be tested by clicking “Test trigger”. It will fetch the most recent data from Alive5.

Testing the trigger will pull in all the information related to the contact created. You can search for more records by clicking "Find new records”.

After selecting the app and trigger, the next step involves creating a task/action that you want to perform automatically whenever a contact is created in Alive5.

ACTION

1. Choose an App and Event

The first step includes adding an App. Enter the name of the targeted app in the search field as an app event. Select your desired app from the dropdown list.

For instance, select “Microsoft Dynamics 365 CRM”. Then select an event from the available options.

2. Choose Account

After selecting the event it will proceed to the choose “Account” step where you will be required to sign in by entering the credentials of your account.

Click “Continue”

3. Set up Action

Here you will be required to fill in the required fields which include “Owner” and “Last Name”. Click “Continue” to proceed.

4. Test Action

In this section, you can test the action by clicking “Test step” at the bottom.

It will create a contact in the Microsoft Dynamics 365 account you connected your Zap with. It displays the following message “A Contact was sent to Microsoft Dynamics 365 CRM…”.

SMS CONVERSATION

TRIGGER

1. Choose App and Event:

Click the “Create Zap” button in order to start configuring Zapier with Alive5. Enter “Alive5” in the search field as an app event. Select “Alive5” from the dropdown list.

If you want to perform some task whenever an SMS is sent or received in Alive5, select “SMS Conversation” from the dropdown list as the target event that starts your zap and select “Continue”.

2. Choose Account

Choose an account from the dropdown list.

3. Set Up Trigger

In order to set up a trigger choose a channel from the channels list and click “Continue”.

4. Test Trigger

Now you can test the trigger by clicking “Test trigger”.

Testing the trigger will pull in all the information related to the recent SMS conversation. If there is more than one conversation, you can select the desired one from the dropdown list. The SMS body with all details will be displayed as shown below

After selecting the app and setting up the trigger, the next step involves creating a task/action that will be performed after your zap starts.

ACTION

1. Choose an App and Event

Enter the name of the targeted app in the search field as an app event. Select your desired app from the dropdown list.

For instance, select “Microsoft Dynamics 365”. Then select an event from the available options.

2. Choose Account

You will be required to choose an “account” to sign in by entering the credentials of your account as explained in the previous section.

3. Set up Action

Here you will be required to fill in the fields like “Owner”, “Last Name”, “Topic”, etc. including any other required or optional information. Click “Continue” to proceed.

4. Test Action

You can now test the action by clicking “Test step” at the bottom.

It will create a record in Microsoft Dynamics 365 with details provided.

CHAT START

TRIGGER

1. Choose App and Event:

Click the “Create Zap” button in order to start configuring Zapier with Alive5. Enter “Alive5” in the search field as an app event. Select “Alive5” from the dropdown list.

Choose an event that starts your zap when it is triggered in the Alive5 app. For instance, if you want an event to trigger (send a notification to Slack, create a CSV file, create a Google doc, etc.) whenever a chat starts in Alive5, select “Chat Start” from the dropdown list and select “Continue”.

2. Choose Account

You will be required to “choose an account” to sign in.

3. Set Up Trigger

In order to set up a trigger choose a channel from the channels list and click “Continue”.

4. Test Trigger

Now you can test the trigger by clicking “Test trigger”.

ACTION

1. Choose App and Event

Enter the name of the targeted app in the search field as an app event. Select your desired app from the dropdown list.

Once you have selected the target app, select the event from the available list. For instance, we have selected “create opportunity”.

2. Choose Account

You will be required to “choose an account” to sign in by entering the credentials of your account as explained in section “Contact Created”.

3. Set up Action

Here you will be required to fill in the fields like “Owner”, “Currency”, “Topic”, etc. as opportunity details. Click “Continue” to proceed.

4. Test Action

Test the action by clicking “Test step” at the bottom.

It will create an opportunity in Microsoft Dynamics 365 with provided detail.

CHAT END

TRIGGER

1. Choose App and Event:

Click the “Create Zap” button in order to start configuring Zapier with Alive5. Enter “Alive5” in the search field as an app event. Select “Alive5” from the dropdown list.

Choose an event that starts your zap when it is triggered in the Alive5 app. For instance, if you want an event to trigger (send notification to slack, create CSV file, create google doc, etc.) whenever a chat ends in Alive5, select “Chat End” from the dropdown list and select “Continue”.

2. Choose Account

Choose an account from the drop down list or connect to a new one if required.

3. Set Up Trigger

After choosing an Alive5 account, set up a trigger by selecting a channel.

4. Test Trigger

Trigger set can be tested by clicking “Test trigger” at the bottom.

It will fetch the information related to the recent chat end activity in your Alive5 account.

ACTION

1. Choose App and Event

Enter the name of the targeted app in the search field as an app event. Select your desired app from the dropdown list.

Microsoft Dynamics 365 is selected in this example zap.

Once you have selected the target app, select the event from the available list. For instance, we have selected “update contact”.

2. Choose Account

You will be required to “choose an account” to sign in by entering the credentials of your account as explained in section “Contact Created”.

3. Set Up Action

Here you will be required to select the contact that you want to update. Select desired contact and click “Continue” to proceed.

4. Test Action

To test whether a contact is created in google contacts or not click “Test Action”.  It also displays the details of the contact that will be created.