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Transactional Messages with Zapier
3 min
Created by Larissa Aniceto on 4/12/2023 2:50 PM
Updated by Karine Moreira on 1/7/2025 4:24 PM

With Zapier, you can send automated messages without needing to know how to code.

This guide will show you how to use Zenvia Conversion to pull contact details from a Google Sheets spreadsheet and use them to send an automated WhatsApp message.

Step-by-step

  1. Create a Zap in Zapier

    • Go to Zapier.com and click MAKE A ZAP to create an integration between Google Sheets and Zenvia Conversion.

    • Choose the app containing your customer information (e.g., Google Sheets, Excel, or Numbers). For this example, we'll use Google Sheets.

  2. Set the Trigger

    • Select the action that will trigger the workflow in Zapier. In this case, the trigger will be adding a new row to the spreadsheet.

  3. Select the file and spreadsheet

    • Choose the file and specific sheet tab you want to use for this automation.

  4. Set up Zenvia Conversion in Zapier

    • Click Continue and search for "Zenvia Conversion" in the search bar.

    • Select the latest version of the platform (usually identified by the highest number).

  5. Define the action in Zenvia Conversion

    • Choose what Zenvia Conversion should do when a new row is added to the spreadsheet. For this example, the action will be sending a WhatsApp message template.

  6. Provide the API key

    • When you click Continue, you will be prompted for the API key.

    • To get the API key:

      • Log in to Zenvia Conversion.

      • Go to the Apps menu, find the Zapier integration, and copy the API key.

  7. Connect your Zenvia Conversion account

    • Return to Zapier, select your Zenvia Conversion account, and paste the API key when prompted. Click Continue.

  8. Customize the message template sending

    • Fill in the following fields:

      • Prospect: select the field containing the contact ID.

      • Channel: define the sending channel (e.g., WhatsApp or Facebook account).

      • Template: choose the message template you've already set up in Zenvia Conversion.

      • Template Variables (if applicable): input values to replace the template variables.

  9. Test the integration

    • Click Continue and test the workflow to ensure everything is working correctly.

Done! You've now set up an automated integration to send transactional messages via Zapier using Zenvia Conversion.