Table of Contents

Zapier automation integration

Alexander Gao Updated by Alexander Gao

Even though Landbot has the native integration of Zapier, but we still want to present how Webhook block could work, its flexibility and practicality, with Zapier, everything will be very easy to understand. No code, no obstacle, no problem!

This time we try to post something to Google Spreadsheet, generate a PDF, and send Email by Webhook

So while we are starting this tutorial, we need to open the builder of Landbot, and enter in Zapier:

Trigger zap with Webhook block

Prepare Landbot:
  1. Firstly, we have to make a little flow for collect information, like name, email, age, etc.

The information that we collect, will be stored in variables, that we will send to Zapier. As in the example below, we are storing the name input in the variable @name, that we will use later

  1. Then let's set a Webhook block.

Create Zap trigger:
  1. After set a Webhook block, let's open Zapier:

  1. We need to do is click on Make A Zap:

  1. Then search Webhook:

  1. Then click on it, below Trigger Event, we just have to choose Catch Hook and we press continue:

  1. Copy the hook URL and press CONTINUE

  1. Then this screen will display, don't press yet the Test trigger, we will do it later:
Prepare Landbot request to Zap:
  1. Let's get back to Landbot and paste the URL to Webhook block:

  1. Now we are going to set JSON body with the variables we want to send to Zapier.

Here you have an example of the JSON body that we will use with Landbot variables:

{
"name":"@name",
"email":"@email",
"age":"@age"
}

  1. Then scroll down and go to Test Your Request section, where as you can see we are setting values to the Landbot variables that we are using in the JSON body:
  1. And click on Test the request button:
  1. If you scroll down, you will see the response from Zapier:

  1. As long as the status is success and status code is 200, means our request is successfully sent.

In Zapier check request data:
  1. Now we turn back to Zapier.
  2. And now you can Click on Test trigger, to check the information we have sent from the Webhook test:

  1. Once we press Test trigger, if everything goes well, you will see the page below with the variables and values we used in the test:

Yes, the @name, @email, and @age are the same as we sent to Zapier:
This is how the trigger works, we send variables to Zapier, they receive, and when we try to test it as we did in step 15, it will be shown. After we turn on Zap, the whole progress will be doing automatically.
  1. So far the part of trigger is done, means after trigger we have to do a lot of works on actions on Zapier. Also in following steps, we don't have to set anything inside of Landbot, but leave them to Zapier.

Now let's press continue

Action 1 : Insert a new row to Google Sheets

The second part of this integration is set action, as we said before, we will use Google Spreadsheet. Let's go to the second part!

  1. Choose Google Sheets:

  1. Then set action event as Create Spreadsheet Row (also there are many choices else, you can choose the one you want. )

  1. Then login your google account:
  1. Then we set well our test sheet, (in the imagen is Test inte, ), the page, and the variables we want to use. Here before I have put name, email and age:
  1. Finally we can test our trigger and action integration!

  1. Click on Test & Continue,

  1. A simple test is done, but we still have to check our spreadsheet to see if it's what we want!
Webhook is a premium function of Zapier, unless you can turn on it, otherwise just click on test the request in Webhook block of Landbot won't send the information right to the Sheet.

Here are they! Exactly what we want to put in.

Action 2 : Make a PDF file

Like first action, we choose an app to integrate, here we will use PDF monkey.

Then in the Action Event we choose generate document, press continue.

  1. Sign in PDFMonkey.
When you sign in PDFMonkey, it requires an API Secret Key, just click on My account page, then copy the key, paste it in the sign in page. Then it's done.

  1. After sign in, let's continue. Below Action Event we choose Generate Document
  1. Let's open PDFMonkey to do some following issues.

  1. Click on add an application.

  1. Let's give it a name! Then click on the green button ADD
  1. After we add it, appears this page, of adding a template. Click on add a template below.
  1. Then we arrive here, choose a template that you need, for example the bill template.
  1. Let's give this PDF a name!
  1. Then click on the green button Create down there of the page
  1. And appears a page like this, maybe the code is making you dizzy, but don't worry, we don't have to edit the code in HTML section, click on Sample data above the code board instead.
  2. What we are going to do now is copy the code.

  1. Then we click on the green button Publish at upper right corner:

  1. Let's turn back to Zapier, the part of customize document:
  2. Let's put the application that we have created below App, and the template we have created below Template:
  3. Then we have come to the part of Dynamic Data: let's paste the code we have copied before.

  1. Also, normally it's very necessary to replace some information with our own variable, or our own data.

Like here we delete the string Company name, and replace it with our variable @name.

  1. Now we don't need to do anything else, just scroll down the page and press continue:

  1. Now it's time to send data, as always, after we confirm there's nothing wrong, we click on test and continue:

  1. Now we are successfully created a document.
  1. After created a document, we have to check it. Let's copy the download_url:
  2. Then create a new tab in the browser, paste it to the search bar, and press enter:
  1. Then it will be downloaded:
  1. Press it and open the pdf:

Yes, it's correct, the action 2 is done!

Also we have to add that it's just a test, so we can download this way. Normally every time you create a document, the document will be generated in the document section of PDFMonkey. Check the photo below.

Action 3: Send an Email by Gmail

  1. As we did in the past actions, select an app to use. In this action, we will select Gmail to integrate. In Action Event, we select send Email

  1. Choose or sign in your Google account,
  2. Then we could use the variables we send from trigger. Such as @email, @name.

  1. Now we send something, let's set the subject and the body, even you can send an attachment.

  1. Finally we have the whole email customized! Let's test it, to see could we receive the email.
  2. Yes, we have received the email sent by our Zap! The action worked.

How did we do?

Integrately Automation Integration

IFTTT Automation Integration

Contact