The Zapier integration is available for advanced and business users.
How it works
Zapier integrates with 6000+ apps including Google Sheets, Airtable, Mailchimp, Notion, Salesforce, Teamleader, and many more. This makes Zapier a popular tool for automating workflows between otherwise incompatible apps.
Users can set up multi-step Zaps that automatically trigger a sequence of actions after one initial trigger event, such as a new Watermelon conversation.
1. Connect to Zapier
Here’s how to get started with syncing your Watermelon conversations to other apps using Zapier.
First, create a Zapier account (for free) if you don’t already have one. Then, go to the Integrations tab.
You’ll be prompted to log into your Zapier account.
2. Build your own Zap or use a template
You can either create your automation from scratch or head to the Watermelon integration page on Zapier to explore ready-made templates and different integrations you can set up.
3. Create a trigger
If you’re building your own Zap from scratch, click the + Create button in your sidebar, then select Zaps.
A Zap is made up of a trigger and an action. A trigger is an event that starts a Zap; for Watermelon, the trigger events are:
| Trigger event | Triggers when |
|---|
| Handover conversation to agent | A conversation is handed over from AI agent to a human agent |
| Handover conversation to team | A conversation is handed over from AI agent to a team |
| New contact | A contact has been created |
| New conversation | A conversation has been created |
| Updated contact | A contact has been updated |
1. Trigger to start creating your automation trigger.
Then, search for ‘Watermelon’ and click on it.
In the Event dropdown, select your desired trigger.
In the Account section, click Sign in to connect your Watermelon account. You’ll be prompted to fill in your API key and secret to authorize Zapier. You can create an API-key following this guide.
In the Test section, you can test the trigger.
Your test conversation data will look like this:
Next, click the Continue with selected record button.
4. Choose an action
Now, you’ll have to add an action — an event a Zap performs after it’s triggered, like notifying your team in Slack, sending a follow-up email, or adding a new record to your Airtable base.
Choose the action app you want to connect with and connect your account. If you already have an account connected to Zapier for the action app, select it from the account menu.
From the Event dropdown, choose the action you want Zapier to perform. For example, we want Zapier to create a new spreadsheet row anytimea new conversation is started.
In the Account section, you’ll be prompted to log in to the app you selected and authorize Zapier to connect with it.
5. Customize action
Next, customize the data that you want to send over to your action app. In this step, you’ll see dropdown menus and/or fields to fill in.
In this example, we will select where in the Google spreadsheet we want Zapier to create a row and which conversation data we want to use. I added the message payload to the row. Click Continue when you’re ready.
Zapier’s free plan is limited to two-step Zaps. If you want to add multiple steps, you’ll have to upgrade to a paid plan.
6. Test the action
The final step is to see if your action works as expected. In the Test section, click Test step to run the action step.
The next screen will show you whether or not Zapier has been able to successfully perform the action step for you.
Once you’ve set up your Zap action, you can add another action or finish setting up the Zap by clicking Publish. New conversations will now get synced with your chosen action app.
Watermelon actions
A Zap consists of a trigger and an action. The trigger starts the workflow; in Watermelon, you can use the following actions:
| Action | Description | |
|---|
| New contact | Creates a new contact | You can set the default and custom fields with custom values |
| Send a message | Send a message | You need the conversation ID, if this is not provided a new conversation will be created. You can map the message body. |
| Updates an existing contact | Updates an existing contact | You need a contact ID. |
| Search action | Description |
|---|
| Find a contact | Find a contact by id |
| Find conversation | Find a conversation by id |
| Search contacts | Search a contact by value |
