This guide shows you how to create your own zaps using Open’s Action and Triggers.

A Zapier zap consists of a Trigger and an Action.

Zapier Triggers allows you to do an action when something happens.

Zapier Action is an action that happens when a trigger is activated.

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Open Actions

Create a contact

Create a new contact to be stored in your Open Dashboard.

Delete a contact

Deletes a contact from your contact list.

List contacts

Lists all your contacts.

Create Chat Session

Creates a chat session with a contact in any type of channel

List Chat Sessions

Lists all chat sessions of organization.

List Chat Session History

Lists the history of a particular chat session

Make AI Phone Call

Make an AI phone call using your phone number created in Open

Send Emails

Send emails to multiple contacts, possibly with a time delay. To send emails using the API, you must first verify the domain you want to send emails from. You can add and verify custom domains in the settings.

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Open Triggers

Conversation Started

Is triggered when a new conversation of any channel type starts

Conversation Ended

Is triggered when a new conversation of any channel type ends

Handoff to Human Agent

Triggers when a conversation is handed off to a human agent. Note that a handoff event can happen for multiple reasons; for example, a human agent might decide to take over the conversation, or the AI might decide to hand off the conversation to a human agent.

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Steps for creating you first Zap using Open’s Actions and Triggers

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Creating a Zap using one of Open’s Triggers

1

Go to you Zapier Zaps Dashborad

Firstly go to your Zapier Zaps Dashboard using this link, and signup if you do not have an account.

2

Create a new Zap

Click on the ”+ Create” button on the top right to create a new Zap. The following screen should now be visible.

Press on the box with the title “Trigger”

3

Choosing Open's Triggers

This screen should now be visible.

In the search bar type “OpenCX” and our app should be visible to choose.

Choose this app.

4

Choosing Open's Triggers

This screen should now be visible.

After choosing one of our triggers for this example we chose “Conversation Started”, you will then press on the sign in button below to sign in using you Open Account so we can verify your identity. You will then be redirected to this page

Here we request an API key that is connected to you open account. To get this API key simply go to your Open account and then go to the settings

Then choose “API Token” from the left menu

Press “Add” to add a new token, choose a name for this token. Copy the generated token and store it in a safe place, then paste it in the Zapier Login Screen like so.

Then press continue and you will be immediatly redirected to your Zap.

Your trigger part of the Zap is now setup and ready!

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Creating a Zap using one of Open’s Actions

For actions you will do the exact same steps as Triggers with the exception that you will be choosing Action instead.

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