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Zapier Chat Integration
Live Chat, Voice and Video for Shopify Stores. Integrated Help Desk and Ticketing.
Try Zapier Plugin
ClickDesk Zapier app features
Forward data to Zapier when a chat ends.
When ticket is created.
When a phone call ends.
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Creating your first Zapier
Login to your Zapier account.
Click on 'Make a New Zap'.
Choosing Trigger app
Click on 'Choose a Trigger app..'.
Type ClickDesk in search box and select ClickDesk Live Chat app from results.
Then Click on 'Choose a Trigger...' and select required Trigger.
Choosing Action app
Click on 'Choose a Action app..'.
Type the name of app in search box and select it from results.
Then Click on 'Choose a Action...' and select required Action.
Click on 'Connect a ClickDesk Live Chat Account'.
On the popup screen, enter your ClickDesk's registered email address and API Key and then click on 'continue' button for credentials validation.
If your credentials are valid then you will see 'Account is working' message.
Authentication for Action app would then be done by Zapier. Simply follow the steps given by Zapier.
Applying custom filters on Zaps
You can apply custom filters on Zaps. For example you may want to create contacts in your CRM who have email address (or) visitors from particularly country etc.
If you wish not to apply any custom filters then click on 'Continue' button.
Match up ClickDesk with Action App
Based on Trigger & Action selection, you will see input fields to map data from ClickDesk to Action app.
Each input field will have 'Insert Fields' button. Click on the button to select ClickDesk data. Match up all the required fields.
Click on 'continue' button to continue.
Now click on 'Testing ClickDesk trigger' button and then click on 'Test Zap with this sample'.
If your Zap is configured correctly, it will show 'Success' message on the same button.
Naming the Zap
Once your are done with testing the Zap, you will be asked to name the Zap.
Provide your custom name for the Zap and click on 'Turn on Zap' button.
Congrats. You are now done with creating your first Zap.
Similarly you can create other Zaps with triggers 'New Call' and 'New Ticket'.
Convert visitors to happy customers
Awesome combo of live-chat, voice and video