Zapier

Zapier is a bank of APIs that allows you to connect more than 1500 software applications to each other.

Connect your chatbot to Microsoft Zapier

Discover the power of a chatbot integrated to your Zapier

Zapier is the reference tool for automating some of your internal workflows.

We use it a lot internally for example to send us notifications in Slack when we have signed a new client, or to add in an Excel file all the people we have contacted etc…

More technically, Zapier is an API bank that services like us integrate with and open up their data models.

Zapier’s success is due to its ease of use: you don’t need to know how to code or be an engineer to understand how it works. With more than 1500 applications referenced, the possible actions and use cases are unlimited.

The good news: Vizir is there. This means that your conversational agent is automatically connected to over 1500 applications with a single click.

BUT WHY CONNECT A CHATBOT WITH ZAPIER?

Zapier’s simple and extremely effective logic:

Logic: If [action] happens in (application) ==> Then [action] will happen in [application]

Example: If a user has [renseigné son mail] in [le chatbot Vizir] ==> Then ([on mail va être ajouté dans la liste de diffusion] in [Mailchimp]

And what is even more interesting is that it is possible to trigger several actions in a row. Let’s take another example:

If a user has [filled in their emailhis office number and available slots] in [le chatbot Vizir] ==> then [ces renseignements vont être créé] in [une ligne excel] ==> Then from this Excel line a [invitation va être créée entre l’utilisateur et le service support] in [Google Calendar].

Integrate your chatbot with Zapier

Discover the different possible integrations between Zapier and Vizir

Here are some ideas of what you can do by connecting your chatbot to Zapier

From your chatbot, you can directly add a contact in your CRM, Newsletter, Trello…

  • For sales people: add contacts anytime from their smartphones. He can say or write to the chatbot “add to the CRM Antoine Dupont antoine@vizir.co 06 00 00 00 00” and validate in 2 clicks the information. A practicality and a saving of time not negligible.
  • For leads (lead generation): retrieve information while the user is talking in the conversational agent. “Would you like to be kept informed by subscribing to our newsletter?” and the information is integrated directly into your mailing list.
  • Add an action to your TODO list. For example, add a card with name and phone (retrieved by the chatbot) to the “Todo of people to contact” in Trello.

You can create or modify a document, an order, a status, a bug on Github..:

  • For customers, this can be a considerable time saver. For example: to be able to change the quantity of an order autonomously without having to go through the customer service. Be able to create a ticket and change the ticket to “resolved” because the bug has been resolved in the meantime.
  • For the support department, the sales people, it’s an ease of use. With a single sentence (spoken or written) they can add a deal in saleforce, fill in and change the status of a ticket.
  • Linking your chatbot to Zapier can allow your non-developer users to file a bug on Github. Having a more user-friendly interface can help you get more feedback.

Consult an invoice, the status of an order or a ticket, find information more easily:

It is possible to query your database, your documents in Google Drive, your email box and report the information you want. Using Zapier can be particularly interesting if you work in a collaborative environment and you don’t have any specific software installed (if this is the case, we can connect directly to the API of your software, no need to go through Zapier)

For example, if you use excel to track the payment of your customers: an employee can ask the chatbot “what is the status of the order “4325200” and the chatbot will ask if your file has the value “4325200” in the column “invoice number”. And if so, send the content of the corresponding “payment status” column to the scrabble.

With over 1500 integrations, it is obvious that the use cases are unlimited. The questions to ask are:

  • What is the objective of your chatbot? What should be its competencies?
  • What tasks do you want to automate?
  • Are the applications in Zapier? (also ask the editor of your tool)

The use cases we use at Vizir :
  • Add a contact in Mailchimp
  • Add a contact, an order in your CRM
  • Create an appointment in Calendar (Google Calendar, Outlook, Calendy…)
  • Create and send an invitation to an event (webinar, conference..)
  • See the status of an invoice, an order

Other productivity applications
connected with Vizir