> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bubblav.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

> Connect BubblaV to 7000+ apps with automated workflows

## Overview

The Zapier integration allows you to connect BubblaV conversations to thousands of apps like Slack, HubSpot, Google Sheets, and more. Automate your support workflows without writing code.

<Info>
  Zapier integration requires a **Pro plan or higher**.
</Info>

### What You Can Do

<CardGroup cols={2}>
  <Card title="12 Triggers" icon="play">
    Start Zaps when conversations begin, messages arrive, visitors arrive, handoffs occur, meetings are booked, and more.
  </Card>

  <Card title="6 Actions" icon="paper-plane">
    Send messages, ask chatbot questions, send greetings, create tickets, update customer data, and tag conversations from any app.
  </Card>

  <Card title="3 Searches" icon="search">
    Look up conversations, customers, and analytics data to use in your workflows.
  </Card>

  <Card title="7000+ Apps" icon="grid">
    Connect to Slack, HubSpot, Salesforce, Gmail, Google Sheets, and thousands more.
  </Card>
</CardGroup>

***

## Prerequisites

Before setting up Zapier integration:

1. **BubblaV Account**: Pro plan or higher
2. **Zapier Account**: Free or paid (Zapier task limits apply)
3. **Website**: At least one website configured in BubblaV

***

## Setup Guide

<Steps>
  <Step title="Create a Zap in Zapier">
    Go to [zapier.com](https://zapier.com) and click **Create Zap**.
  </Step>

  <Step title="Search for BubblaV">
    In the trigger app search, type **BubblaV** and select it.
  </Step>

  <Step title="Choose a Trigger">
    Select the trigger event you want to use (e.g., New Conversation, New Message).
  </Step>

  <Step title="Connect Your Account">
    Click **Sign in** and you'll be redirected to BubblaV for OAuth authorization.
  </Step>

  <Step title="Authorize Access">
    Sign in to your BubblaV account and authorize Zapier to access your data.
  </Step>

  <Step title="Select Website">
    Choose which BubblaV website to connect (if you have multiple).
  </Step>

  <Step title="Complete Your Zap">
    Add actions from other apps and turn on your Zap.
  </Step>
</Steps>

***

## Available Triggers

BubblaV provides 12 triggers across 4 categories:

### Conversation Triggers

| Trigger                 | Description                                       |
| ----------------------- | ------------------------------------------------- |
| **New Conversation**    | Fires when a visitor starts a new chat            |
| **New Message**         | Fires when any message is received                |
| **Handoff Requested**   | Fires when AI escalates or visitor requests human |
| **Conversation Closed** | Fires when a conversation ends                    |
| **Conversation Rated**  | Fires when customer provides feedback rating      |
| **Lead Captured**       | Fires when visitor submits contact information    |

### Visitor Tracking Triggers

| Trigger          | Description                                                   |
| ---------------- | ------------------------------------------------------------- |
| **New Visitor**  | Fires when a new visitor starts their first conversation      |
| **Return Visit** | Fires when a known customer (with email) returns to your site |

<Info>
  Visitor tracking triggers help you identify new prospects and re-engage returning customers automatically.
</Info>

### Event Triggers

| Trigger          | Description                                      |
| ---------------- | ------------------------------------------------ |
| **Link Clicked** | Fires when visitor clicks a link in conversation |

### Calendly Triggers

| Trigger                 | Description                                 |
| ----------------------- | ------------------------------------------- |
| **Meeting Booked**      | Fires when visitor books a Calendly meeting |
| **Meeting Cancelled**   | Fires when a scheduled meeting is cancelled |
| **Meeting Rescheduled** | Fires when meeting time is changed          |

All triggers fire instantly via webhooks (no polling delay).

***

## Available Actions

| Action                     | Description                                                                                   |
| -------------------------- | --------------------------------------------------------------------------------------------- |
| **Send Message**           | Post a message to an active conversation                                                      |
| **Ask Chatbot a Question** | Ask your AI chatbot a question and receive an intelligent answer based on your knowledge base |
| **Create Ticket**          | Create a support ticket via Zendesk integration                                               |
| **Update Customer**        | Update visitor metadata with external data                                                    |
| **Tag Conversation**       | Add tags for categorization and reporting                                                     |
| **Send Greeting**          | Display a transient greeting message to online visitors                                       |

***

## Available Searches

| Search                | Description                        |
| --------------------- | ---------------------------------- |
| **Find Conversation** | Look up by ID or visitor email     |
| **Find Customer**     | Search customers by email          |
| **Get Analytics**     | Retrieve website analytics summary |

***

## Example Workflows

### Example 1: Slack Notifications for New Conversations

Get instant Slack alerts when visitors start chatting.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/send-slack-message-on-new-conversation.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=4aca38ae35467da87c45864b0d949a33" alt="Slack Notifications for New Conversations" width="469" height="328" data-path="images/zapier/send-slack-message-on-new-conversation.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select **BubblaV** as the trigger app, then choose **New Conversation**.
  </Step>

  <Step title="Connect Account">
    Select your connected BubblaV account and choose the website.
  </Step>

  <Step title="Add Slack Action">
    Add a Slack action: **Send Channel Message**.
  </Step>

  <Step title="Configure Message">
    Set the channel and format the message:

    ```
    New chat from {{visitor_email}}
    Page: {{page_url}}
    Started: {{started_at}}
    ```
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

### Example 2: Log Conversations to Google Sheets

Track all conversations in a spreadsheet for analysis.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/new-message-create-spreadsheet.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=5fca649634d516ff1ecb208641bc0f8a" alt="Log Conversations to Google Sheets" width="446" height="334" data-path="images/zapier/new-message-create-spreadsheet.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select **BubblaV** > **New Message** as the trigger.
  </Step>

  <Step title="Connect Account">
    Select your BubblaV account and website.
  </Step>

  <Step title="Add Google Sheets Action">
    Add action: **Google Sheets > Create Spreadsheet Row**.
  </Step>

  <Step title="Map Fields">
    Map BubblaV fields to spreadsheet columns:

    * Column A: `{{conversation_id}}`
    * Column B: `{{message_content}}`
    * Column C: `{{sender_type}}`
    * Column D: `{{created_at}}`
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

### Example 3: Welcome Email for First-Time Visitors

Automatically send a personalized welcome email when someone visits your site for the first time.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/send-email-on-new-visitor.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=66534c930076b2535a0086724e5eb30b" alt="Welcome Email for First-Time Visitors" width="455" height="332" data-path="images/zapier/send-email-on-new-visitor.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select **BubblaV** as the trigger app, then choose **New Visitor**.
  </Step>

  <Step title="Connect Account">
    Select your connected BubblaV account and choose the website.
  </Step>

  <Step title="Add Email Action">
    Add an email action (Gmail, Mailchimp, SendGrid, etc.): **Send Email**.
  </Step>

  <Step title="Configure Email">
    Set up the welcome email:

    ```
    Subject: Welcome to [Your Company]!
    Body: 
    Hi there!

    Thanks for visiting our website. We noticed you started a conversation
    and we'd love to help you get started.

    [Your welcome message and next steps]
    ```
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

### Example 4: Re-engagement Campaign for Returning Customers

Trigger a personalized campaign when known customers return to your site.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/update-hubspot-contact-on-return-visit.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=68c90849fb567281c2a9dced76a3a42e" alt="Re-engagement Campaign for Returning Customers" width="477" height="644" data-path="images/zapier/update-hubspot-contact-on-return-visit.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select **BubblaV** > **Return Visit** as the trigger.
  </Step>

  <Step title="Connect Account">
    Select your BubblaV account and website.
  </Step>

  <Step title="Add Filter (Optional)">
    Add a filter to only trigger for customers who haven't visited in 30+ days:

    ```
    Days Since Last Visit > 30
    ```
  </Step>

  <Step title="Add CRM Action">
    Add action: **HubSpot > Update Contact** or your CRM of choice.
  </Step>

  <Step title="Update Customer Data">
    Update the contact with:

    * Last Visit Date: `{{current_visit_at}}`
    * Total Conversations: `{{previous_conversation_count}}`
    * Add tag: "Recently Re-engaged"
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

### Example 5: Proactive Greeting for Return Visitors

Welcome returning visitors with a personalized message or special offer.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/send-greeting-on-return-visit.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=6024fd1a19f61ab4b46478ea05b6fc45" alt="Proactive Greeting for Return Visitors" width="474" height="345" data-path="images/zapier/send-greeting-on-return-visit.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select **BubblaV** > **Return Visit** as the trigger.
  </Step>

  <Step title="Connect Account">
    Select your BubblaV account and website.
  </Step>

  <Step title="Add Action">
    Add action: **BubblaV > Send Greeting**.
  </Step>

  <Step title="Configure Greeting">
    Set the message to show:

    * Visitor ID: `{{visitor_id}}`
    * Message: "Welcome back! Here is a 10% discount code: RETURN10"
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

### Example 6: Auto-Generate Support Responses with AI

Automatically generate personalized support responses using your chatbot's knowledge base when a support ticket is created.

<Frame>
  <img src="https://mintcdn.com/bubblav-e553cf80/R3ckwS1UlR0o66Bf/images/zapier/ask-bubblav-question-and-add-to-zendesk-ticket.png?fit=max&auto=format&n=R3ckwS1UlR0o66Bf&q=85&s=a4d7f914100536e7c5dc94da49305fdd" alt="Auto-Generate Support Responses with AI" width="478" height="463" data-path="images/zapier/ask-bubblav-question-and-add-to-zendesk-ticket.png" />
</Frame>

<Steps>
  <Step title="Create New Zap">
    In Zapier, click **Create Zap**.
  </Step>

  <Step title="Choose Trigger">
    Select your helpdesk app as the trigger (e.g., **Zendesk > New Ticket** or **Freshdesk > New Ticket**).
  </Step>

  <Step title="Connect Account">
    Select your helpdesk account and configure the trigger.
  </Step>

  <Step title="Add BubblaV Action">
    Add action: **BubblaV > Ask Chatbot a Question**.
  </Step>

  <Step title="Configure Question">
    Map the fields:

    * Question: `{{ticket_subject}}` or `{{ticket_description}}`
    * Context: "This is a support ticket from `{{customer_name}}` (`{{customer_email}}`). Previous tickets: `{{previous_tickets_count}}`"
    * Tone: "professional and empathetic"
  </Step>

  <Step title="Add Response Action">
    Add another action: **Zendesk > Add Comment to Ticket** (or your helpdesk app).
  </Step>

  <Step title="Use AI Answer">
    In the comment field, insert the AI-generated answer:

    ```
    {{answer}}

    ---
    This response was generated by our AI assistant.
    Please review before sending to the customer.
    ```
  </Step>

  <Step title="Test and Enable">
    Test the Zap and turn it on.
  </Step>
</Steps>

<Info>
  This workflow helps support teams generate draft responses faster while maintaining context and tone consistency.
</Info>

<Warning>
  Each question asked via the "Ask Chatbot a Question" action counts toward your monthly message quota. Plan limits apply.
</Warning>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection fails with 'Plan required' error">
    Zapier integration requires Pro plan or higher. Upgrade your BubblaV plan in Dashboard > Billing.
  </Accordion>

  <Accordion title="Triggers not firing">
    1. Verify your Zap is turned ON in Zapier
    2. Check that the website is correct
    3. Test the trigger manually in Zapier
    4. Review Zapier task history for errors
  </Accordion>

  <Accordion title="Actions failing with 'Conversation not found'">
    Ensure the conversation ID is valid and the conversation is still active. Closed conversations cannot receive new messages.
  </Accordion>

  <Accordion title="Ask Question action returns 'Message limit reached'">
    You've exceeded your monthly message quota. The Ask Question action counts toward your plan's message limit. Upgrade your plan or purchase extra messages in Dashboard > Billing.
  </Accordion>

  <Accordion title="How do I disconnect Zapier?">
    Go to Dashboard > Integrations, find Zapier, and click **Disconnect**. This will revoke access and stop all Zaps.
  </Accordion>
</AccordionGroup>

***

## FAQ

<AccordionGroup>
  <Accordion title="Does BubblaV limit Zapier tasks?">
    No, BubblaV does not limit Zapier tasks. Your Zapier plan determines task limits.
  </Accordion>

  <Accordion title="Can I use Zapier with multiple websites?">
    Yes, you can connect Zapier to each website separately. Each connection is independent.
  </Accordion>

  <Accordion title="Are webhooks instant or polled?">
    BubblaV uses instant webhooks (REST Hooks). Triggers fire immediately when events occur.
  </Accordion>

  <Accordion title="What data is sent to Zapier?">
    Conversation data, message content, visitor metadata, and timestamps. No payment or password data is ever sent.
  </Accordion>
</AccordionGroup>

***

## Related Guides

* [Overview of Integrations](/user-guide/integrations/overview)
* [Custom Tools](/user-guide/integrations/custom-tools)
* [Live Support](/user-guide/live-support/overview)