• 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.
   • The Zapier Select Account block may be included in your workflow if you have more than one Zapier account configured in Integration Accounts.
   • In the Zapier Invoke Zap block’s Response in JSON field, you will enter the same JSON object you entered in the Sample Output field of your Zapier integration’s trigger.
     
     
     

     A workflow containing Zapier blocks
     
     
     
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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