Zapier Integration

Updated by Jenny Young


The Zapier integration allows you to add Signals as one of the trigger events in Zapier.  You can then use Zapier to configure an automation with numerous software based on when an event occurs in Signals. 

Creating a Zap with the Signals Integration 

To create a Zap triggered by Signals, you can follow these steps: 

  1. Access your Zapier account 
  2. Toward the left-hand portion of the screen, select the “Zaps”  
  3. Toward the middle of the screen, select “Make a New Zap” icon 
  1. At the top-left portion of the menu, click on the “Name your zap” text editor.  Type in the name you want to give you Zap 
  1. If you want a Signals event to trigger the Zap, when selecting an app to trigger the Zap, search for “Signals” in the search bar.  Select the Signals app icon from the search result .  If not, select the app you want to trigger the Zap. 
  1. In the Trigger Event dropdown, select which event you want to trigger the Zap.  If you are using Signals as the triggering event, there are three options for trigger events: 
  • Closed Conversation: This will trigger the Zap whenever a conversation is closed. 
  • Updated Contact: This will trigger the Zap whenever a contact is updated. 
  • New Contact: This will trigger the Zap whenever a contact is created. 

Note: Selecting “Closed Conversation” will trigger any closed conversation, whether or not that conversation was manually closed by an agent or closed automatically in the Bot Flow.  

  1. Select “Continue” to continue setting up your Zap 
  1. If you are using Signals as the triggering event and you have not linked a Signals account with your Zapier account, you will have the option to connect your Signals account to your Zapier account.  Click on the “Sign into Signals” option to link your accounts: 
  1. If you have not already logged into Signals on your browser, the popup will provide you a login page.  Once you have logged in, you will receive a popup giving you the option to authorize the connection between Zapier and Signals.  Click on “Authorize” to enable the connection: 
  1. Now you have the option to select which Signals account you want to link to your Zapier account.  Select the desired Signals account from the dropdown and then select “Continue”: 

Note: Connecting a Signals account in the triggering event will not only trigger actions from the linked user but will trigger all actions from the license.  For example, if you select “Closed Conversation” as the triggering event, the Zap will be triggered whenever a conversation is closed in your Signals license, not just conversations closed by the linked user.  

  1. If you are using Signals as the triggering event, the integration will then need to test a conversation within your connected account to make sure the connection was successful.  To authorize this step and continue the integration, select “Test trigger”: 
  1. If the test passes (which it should if you have conversations or contacts in your account), the integration will report on the successful test.  You can click “Continue” to continue with the integration setup