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• 5.19 • 5.3 • 5.8

Configure a Workflow with Zapier Blocks

Once your integration in Zapier Platform is configured, you will need to create a workflow that passes information to it.

Download

Click the following link to download our annotated example Zapier workflow. Media:Workflow_Example+Zapier+Workflow.zip

Steps

  1. In the Contact Center Administrator application, section Workflows, click + to launch the Workflow Builder application.
  2. In the application, there are two Zapier blocks: Zapier Invoke Zap and Zapier Select Account.
  3. After saving your workflow, you will need to assign it to a service and select the triggering disposition.


Assign your workflow to a service and configure the triggers
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