Skip to main content

Zapier

Zapier is the quickest way to get what your agents capture into another tool — a CRM, a spreadsheet, a chat channel — without writing any code.

Two ways to use it

Point a webhook at Zapier. Create a Catch Hook trigger in Zapier, copy the URL it gives you, and paste that as your webhook endpoint in Chatley. Every captured lead then arrives in Zapier as a new run. See Webhooks for the payload and how to test it.

Connect the Zapier card. Open your workspace, go to Integrations, select the Zapier card and connect it, so Chatley activity is available to build Zaps from directly.

The webhook route is the one to start with: it needs nothing but a URL, and you can see the payload arrive in Zapier while you build the rest of the Zap.

Troubleshooting

ProblemWhat to check
Nothing reaches ZapierSend a test from the Webhooks panel and watch the Zap's task history for the run.
The Zap runs but fields are emptyField names depend on the form — see the payload shape in Webhooks.