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3 Simple Steps to Create Automated Workflows Using Zapier

October 29, 2020 by Vicki Robertson

Fuze + Zapier makes it easier than ever to integrate Fuze with the applications you’re already using every day. Using Zapier’s intuitive dashboards, you can easily curate and run workflow without the use of code. You can create integrations, or Zaps, with over 2,000 applications and Fuze.

 

People from all departments and teams can benefit from Zapier workflows:

  • Marketing: 
    • Stay on top of lead submissions by sending chat messages to a Fuze chat group there is a new form submission in Eloqua or Marketo. 
    • Inform others of changes made to tasks or projects in Asana or Trello by alerting your Fuze group with a chat message.
    • Automatically download Fuze Meeting recordings from webinars or presentations into Google Drive, Box, or OneDrive for easy access.
  • Sales:
    • Get alerted of new leads by sending a chat message to a Fuze group allowing for prompt, coordinated follow up.
    • Receive notifications of new Salesforce records or changes made to existing Salesforce records with chat group messages to stay on top of the latest information pertaining to an opportunity. 
    • Access Fuze Meeting recordings quickly and easily from GoogleDrive for coaching members of the sales team. 
  • IT:
    • Get alerted of new tickets or issues by sending a chat message to a Fuze group with Jira information allowing for prompt, coordinated follow up.
    • Cut down on manual tasks by automatically creating a new ticket in task for received calls to the internal IT helpdesk. 
  • Customer Support:
    • Send a chat group an alert of new Zendesk or Service now tickets or changes.
    • Get chat alerts for new Customer Support survey form submissions.
    • Automatically alert a Fuze group of any mentions of your company name on Twitter to discuss a strategic follow up, if needed.

 

It’s easy to create workflows in Zapier. For this example, I will walk through the steps for sending a Fuze chat message to a group when a new task is created in Asana.

 

1. Create an account, log in, and start by selecting “Zap”, then “Make a new Zap”.  

 

 

2. Select a trigger and an action.

 

All Fuze + Zapier integrations require at least one of these Fuze triggers or one of these Fuze actions. There are an endless number of triggers and actions available in Zapier to pair with your Fuze trigger or action. 

 

Fuze triggers available now:

  • New Fuze call received/emitted
  • New Fuze Meeting recording (host only)
  • New Fuze Meeting attended (host/participant)
  • New Fuze voicemail

 

Fuze actions available now:

  • Send a chat message to a Fuze group chat
  • Send a chat message to a Fuze group chat with a webhook URL
  • Create a new Fuze Meeting (and get the meeting URL / details for subsequent steps)
  • Upload a file to the Fuze Meeting Content Locker

 

Here are a few examples based on the Fuze triggers and actions, breaking down how easy it is to construct a Zap (or an automated workflow):

  • When a new Salesforce record is created (trigger), send a chat message to a Fuze group chat (Fuze action)
  • When a new Fuze Meeting recording is available (Fuze trigger), download it to Google Drive (action)
  • When you receive a new Fuze voicemail (Fuze trigger), send an email with the link to the voicemail (action)
  • When you have a new Fuze Meeting recording available (Fuze trigger), send a chat message to a Fuze group chat with a webhook URL (Fuze action) 

 

Select your trigger by choosing an app and event, authenticating your account, and selecting the data source:

 


 

Select your action by choosing an app and event, authenticating your account, and selecting the output source:

 

 

If you select sending a chat message to a conversation in Fuze as your action, I suggest formatting your chat message to include the subject, descriptions for the fields, and a link to the application for improved readability.

 

 

3. Turn on your Zap. 

 

 

And voila! Here’s an example of what your chat message would look like in Fuze: 

 

 

Don’t want to make your own Zap? We’ve built some templates for you: 

  

 

Vicki Robertson
Vicki Robertson

Vicki is a Product Marketing Manager at Fuze. 

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