Messegy X Zapier Integration Doc

Wish to integrate your CRM or any other software with Messegy? You can do that easily with Zapier.

In this doc, we've listed down a step-by-step process you need to follow to connect your preferred software with Messegy via Zapier.

Here are a few things you must have to connect your Zapier account with Messegy:

You must have an active Messegy account. If you don't, make sure to signup now.

Signup

Your WhatsApp Business API must be live.

How to Get your WhatsApp API Live

Your Facebook Business Manager account must be verified (to connect with Unlimited users).

How to Verify FBM Account

Step-by-step process to connect Zapier with WhatsApp via Messegy

Go to Zapier & click on "Create a Zap" to integrate your software with Messegy

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Click the Trigger button to select a triggered action as per your needs. It can be anything from your internal CRM or other software like Calendly, Zoom, Instamojo, Razorpay, Convertkit etc.

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Here, we're going to integrate Messegy with Razorpay via Zapier. So, we'll be searching for Razorpay and selecting an event from it such as payment captured, or payment failed as a trigger.

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Now to connect to Messegy to send a WhatsApp message on the selected trigger in Razorpay in the action box Search for "Webhooks by Zapier"

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... lastly you can invite your team and collaborate to create something super amazing. What are you waiting for? Get started now!

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• Under Method, choose POST

• Under URL, add this exact URL - https://backend.messegy.com/campaign/t1/api/v2

Now for the Data field, you need to create a jason curl, which can be done by following steps 7 to 9

Important Note: To go ahead with the next set of steps, make sure you have your Messegy account set. If you haven't yet setup your account, then signup on Messegy for FREE and setup your WhatsApp Business API account now.

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In Messegy App, go to Campaigns, click on +Launch & select API Campaign

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Under Campaign name, add the name of your Campaign which can be anything that describes your audience and goals. E.g. "Zapier Automation".

For Template, you need to create & approve a template message beforehand to make the campaign live in Messegy.

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For this step, you would need your development team to help you out with the integration process.

Now in Zapier create the JSON key as per the details shared below

HTTP Request.

End notifications to users through the API:

NOTE: In case of a new user (i.e. the user doesn’t exist on your contact list in Messegy Platform) then a new contact will get created with the incoming details.

{"apiKey": string,"campaignName": string,"destination": string,"userName": string,"source": string,"media": {"url": string,"filename": string},"templateParams": [string],"tags": [string],"attributes": {"attribute_name": string}}

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Populate the Jason key stings against each attribute according to the table below

Description

Description

Everything you neeed to get started with your business

$950

per seat per year

apiKey

string​​Required. API key generated from the dashboard.

Go to manage> API Key >Copy the key

campaignName

string​​Required. Name of the campaign which has to be sent to the user. The status of the campaign should be ‘Live’.

Go to campaigns> Copy the name of the API campaign created

destination

string​​Required. Mobile number of users with country dial-code to whom the campaign has to be sent.e.g. – +917428526285 (India)It's recommended to provide it in +(country code)(phone number) format. If a phone number can't be resolved to any country then, it is by default considered to be from India(+91).

userName

string​​Required Name of the user to whom the campaign has to be sent.

source

string​​Optional. Source of lead. It is to create a source-based segment to re-target.e.g.- ‘Facebook forms’, ‘Website lead’, ‘Youtube lead'

media

Object​​Optional. URL & filename of media that has to be sent with the template message.

location

string

Required. latitude, longitude, name & address of location that has to be sent with the template message.

templateParams[]

string​​Optional. An array of parameter values to fill in a template message

If there is any dynamic value included in the template message enter the details of it. Multiple values are separated by comma

tags[]

String​​Optional. An array of tag names to assign to the user.

attributes

object with key-value pairs. The only string is allowed as the key's value.

Optional. The object should contain keys already added as assistant attributes paired with values that you want to set as user's attributes.

Step 1 - Setup request type to "POST"

Step 2 - Setup URL

Step 3 - Choose body type "raw"

Step 4 - Select "JSON" type

Step 5 - Set content of the request

You can find more examples here - Open in Postman

Example Postman Request-low.webp

NOTES:

• Optional fields are not necessary for the request payload

• The medial URL provided in the media object should be publically accessible, otherwise, the request will be rejected

• The length of the template params array should be equal to the number of params required in the campaign whose name is provided in campaignName field. Otherwise, the request will be rejected

• Tags should be created in your project before using them. It can be done by anyone with manager level access

• If a tag doesn't exist in your project, it will be ignored

• Attributes should be added to the project before using them. It can be done by anyone with manager level access

If an attribute doesn't exist in your project, it will be ignored

• In Data Pass-Through choose "False"

• For Unflatten choose "Yes"

• In headers fill "Content-Type", in Enter Test field add "application/json"

You can do the testing part in Zapier too by clicking the Test Zap option.

You've successfully used Zapier to connect Messegy with your CRM/ preferred software which in this case is Razorpay.