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Media block
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Different ways to embed Videos in Landbot
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Send a Message block - Simple Message
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Question: Date block
How to calculate the number of days between two selected dates
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Get the array's index of the user selection and extract information from array
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How to Perform Basic Calculations
Get started with the Formulas block
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Any of the above Output
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AB Test
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How to ask a question based on a variable not being set (empty URL params)
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How to open a new URL in another tab (window)
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Generate a URL that has variables from user answers
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Share
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How to redirect user to another url in your site with Livechat open to continue conversation
How to Detect Visitors Browser
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Conditional Welcome: Direct the Flow of Your Bot Based on External Parameters
Detect if bot was opened
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Launching a bot depending on browser language
How to pass WordPress logged in user data to Landbot
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How to launch a Landbot by clicking a button
Open LiveChat bot as soon as page loads (3 ways)
Detect if a visitor is on Mobile/Tablet or Desktop
Embed
Embed the bot into your Website
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Landbot in your web with Google Tag Manager
Landbot in Webflow
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Landbot in Shopify
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Landbot in Wordpress
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Design section (web bots)
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Airtable
Airtable integration block
Get data filtered from Airtable with a Brick- Shop example
20 different ways to GET and filter data from Airtable
How to add/update different field types in Airtable (POST, PATCH & PUT)
How to Create, Update, Retrieve and Delete records in Airtable (POST, PATCH, GET & DELETE)
Get more than 100 items from Airtable
Insert Multiple Records to Airtable with a Loop
How to Get an Airtable Token
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Airtable usecase: Create an event registration bot with limited availability
Update Multiple Records in Airtable Using a Loop
Reservation bot with Airtable
Calendly
Dialogflow
Dialogflow & Landbot course
Dialogflow & Landbot intro: What is NLP, Dialogflow and what can you do with it?
Dialogflow & Landbot lesson 1: Create your first agent and intent in Dialogflow
Dialogflow & Landbot lesson 2: Get the JSON Key
Dialogflow & Landbot lesson 3: Setting up of Dialogflow in Landbot
Dialogflow & Landbot lesson 4: Training phrases and responses for a FAQ
Dialogflow & Landbot lesson 5: Entities and Landbot variables
Dialogflow & Landbot lesson 6: Redirect user depending on Dialogflow response parameters (intent, entities and more)
Learn more about Dialogflow - Courses and communities
Integrations > Dialogflow Block
How to extract parameters from Dialogflow response with Formulas
Dialogflow Integration Dashboard
Dialogflow in Unsupported Languages (& Multilingual)
Dialogflow - How to get JSON Key
Google Sheets
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How to use Google Sheets to create a simple verification system for returning visitors
How to Upload Document & store link
How to give unique Coupon Codes (with Google Spreadsheets)
Google Sheets Integration Dashboard
How to insert a new row with data and formulas in Google Sheets
How to use Google Spreadsheet as a Content Management System for your bot
Hubspot
MailChimp
Salesforce
Segment
SendGrid
Slack
Stripe
Zapier
Zapier block
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How to generate a document with PDFMonkey by Zapier
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How to send an email with Gmail by Zapier
Get Opt-ins (Subscribers) from Facebook Leads using Zapier
How to extract data from an external source with Zapier and use it in Landbot
Zapier trigger
How to complete a digital signature flow by Zapier
Make a survey with Landbot and display the results in a Notion table using Zapier
Zendesk
Non-Native Integrations
ActiveCampaign
Google Calendar
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Extract Data With Google Maps Geocoding API
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Google Meet
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Intercom
Make
Connecting MySQL with Make.com (formerly Integromat)
How to upload a file to Google Drive using Make.com (formerly Integromat)
Send WhatsApp Message Template from Make (ex Integromat)
Make.com (formerly Integromat) trigger
How to send an email through Sendinblue by Make.com (formerly Integromat)
Get Opt-ins (Subscribers) from Facebook Leads using Make (ex Integromat)
How to extract data from an external source with Make.com and use it in Landbot
OCR
Pabbly
Paragon
Pipedream
PDF Monkey
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Xano
Zendesk
WhatsApp Channel
Getting started!
WhatsApp Testing
Build a WhatsApp Bot - Best Practices and User guide
Build a WhatsApp Bot - Best Practices for Developers
Types of Content and Media you can use in WhatsApp 🖼
1. WhatsApp Article Directory
2. WhatsApp Integration FAQ's
Adding & Managing your WhatsApp Channel
Facebook Business Verification - Best Practices 🇬🇧
WhatsApp Number Deletion (WA Channel management)
Adding a WhatsApp number to your account
WhatsApp’s Messaging Policy: New Accepted Industry verticals
Meta processes guide: FBM verification, Official Business Account (OBA) requests, Appeals
Additional Number integration: Limitations and Requirements (Number integration)
Existing WhatsApp Number Migration
Key Insights for Migrating to WhatsApp Business API Cloud
How to's, Compatibility & Workarounds
WhatsApp bots - Feature Compatibility Guide
WhatsApp - How to direct a user through a different bot flow on their second visit
WhatsApp - Get user out of error message loop
Set Up a Delay Timer in Bot
Getting Subscribers: Opt-in, Contacts
How to get Opt-ins (Subscribers) for your WhatsApp 🚀
WhatsApp Quality - Best Practices
Opt-In block for WhatsApp 🚀
Opt-in Check Block
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Growth Tools for WhatsApp
Duplicating bots
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Audience block
WhatsApp Marketing Playbook: Best Practices for Leadgen
Audiences
WhatsApp for Devs
How to calculate the number of days between two selected dates (WhatsApp)
Creating a Loop in WhatsApp
Recognise the users input when sending a Message Template with buttons
Trigger Event if User Abandons Chat
Calculate Distances in WhatsApp
Send Automated Message Templates based on Dates
Trigger Event if User Abandons Chat Using AWS
reply from Slack: How to create an integration to allow agents reply WhatsApp users from Slack (with Node JS)
Notify Teammates of Chat via WhatsApp
Native blocks for WhatsApp
Other Channels - Messenger and APIChat
Facebook Messenger
The Facebook Messenger Ultimate Guide
Types of content you can use in Messenger bots 🖼
How to Preview a Messenger bot
Facebook Ad connected to Messenger Bot
API Chat (for Developers)
AI in Landbot
Non-native AI Features
Create a JSON format response from OpenAI in WhatsApp
Connect OpenAI Assistant with Landbot
AI in WhatsApp
How to build a FAQ chatbot with GPT-3
GPT-4 in Landbot
OpenAI
Prompt Engineering for GPT-3
Build a Customer Service Bot with ChatGPT and Extract Information
Native AI Features
Metrics and Data Management
Metrics Section
How to export the data from your bots
Export data: How to open a CSV file
Bot's Analyze Section
For Developers & Designers
JavaScript and CSS
CSS and Design Customizations
Design Customizations
Advanced (Custom CSS & Custom JS)
Components CSS Library Index
Background Class CSS
Identify Blocks CSS
Buttons Class CSS
Header Class CSS
Media Class CSS
Message Bubble Class CSS
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CSS Customization Examples: "Back to School" Theme
Get started guide for CSS Design in Landbot
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CSS Examples: Lead Gen
CSS Customization Examples: "Translucid"
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Dynamic Data CSS
Form Block CSS
CSS for Typewriter Effect
CSS Customization Examples: Carrd Embed Beginner
Dynamically Change a Bot's Background
Proactive Message Customizations with Javascript and CSS
Landbot v3 - Web CSS - RTL
Multi Questions CSS
CSS Customization Examples: Video Bubble
Dynamically Change Any Style
CSS Customization Examples: CV Template
Change Landbot custom CSS dynamically from parent page onload
Widget/Bubble Customizations with Javascript and CSS
JavaScript
How to change Avatar dynamically (Landbot v3)
Javascript in WhatsApp
Javascript in Landbot v3
Different ways to format numbers with JS
How to display an HTML Table and a List in Landbot v3 web
Trigger a Global Keyword with JS (web v3)
Create Dynamic Shopping Cart with JS and CSS
Add a Chart (with Chart JS library) in your Landbot
Different ways to format numbers with JS (WhatsApp)
Pop up modal to embed third party elements
Landbot API
Send WhatsApp Messages with Landbot API
How to "send" a user to a specific point in the flow with Javascript and with the API
APIs
Create Opt-ins (Subscribers) using Landbot API
MessageHooks - Landbot Webhooks
Resume flow based on external process with Landbot API (Request, Set, Go)
Tracking
Google Analytics - Track Events (Not embedded)
Google Analytics - Track Events (Embedded)
Facebook Pixel - Track Events (only Embedded)
How Track Google Analytics Events in Landbot with Google Tag Manager (GTM)
Google Adwords - How to track Google Adwords in Landbot
Set a timer to get the time spent during the flow
Workarounds and How To's
Workflows
Simple cart v0.2
How to build an event registration Landbot (to be used in one screen by many attendees) (web only)
How to let user select a time of booking (with a minimum 45 minutes notice)
Two-Step Email Verification
Fixing Web Bot Loading Issues for iOS Devices in Meta Campaigns with Disclaimers
Progress Bar Workaround
How to set up questions with a countdown
Creating a Simple Cart in WhatsApp
More Topics
Table of Contents
- All Categories
- Integrations with Landbot
- Non-Native Integrations
- Make
- How to extract data from an external source with Make.com and use it in Landbot
How to extract data from an external source with Make.com and use it in Landbot
Updated by Alexander Gao
Introduction
On some occasions, we might want to extract information from an external database (like a CRM, Excel, Salesforce...) based on the inputs from the user in the bot, and use that external data inside the bot.
To do that, Integromat can help you to request such information, but we need to push a little bit further, to prepare Integromat to send to Landbot such information, and once it's ready "tell" the bot to resume flow.
To do this in the article we will show how to:
- 1. Set up the trigger in Integromat to start the scenario automation
- 2. Prepare the Trigger automation in Landbot that will trigger the scenario with the information needed (user data and the customer id "@id)
- 3. Set up a scenario to request external information using the information sent from Landbot, we will use Google Spreadsheets in this example, but it can be adapted to other apps
- 4.Use the data collected from Integromat and using Landbot API, create a variable in Landbot with that values we collected
- 5. Resume the flow from a specific block using Landbot API
- 6. Extract the data from that variable we created before to be used after
Below is an example of the flow:
- a. Collect the data with Question blocks
- b. Integromat scenario with a Trigger automation block
- c. Use formulas to extract values from the recently created variable
As you noticed the Trigger automation block is not connected to the next block. That is because, we will use the Landbot API to tell the bot to "jump" to a specific block, once we have the data ready in Landbot. This method is called "Assign bot".
Trigger scenario with Trigger automation block
Prepare Landbot
- First, we have to make a small flow to collect information, like email.
- To get the variable @id that we need, we have to set up a message block, to get the exact id.
- Then let's set a Trigger automation block.
- Then set 3 formulas blocks, with
GetValue(@data, "name")
GetValue(@data, "email")
GetValue(@data, "age")
inside of each other.
- After that, create 3 messages, with the variables @name, @email, and @age inside:
Create Integromat scenario
- After set the whole flow, let's open Integromat:
- We need to do is click on Create a new scenario at upper right corner:
- Then search Webhook, then click on its icon:
- Let's press continue button to move on:
- Then it will display this page:
- What we should do now is click on Webhooks:
- Integromat will ask you to select the type of Webhook, choose Custom Webhook.
- After clicking on Custom Webhook, a small window will appear:
- Click on Add button:
- Let's give this hook a name:
- Don't be in a rush to click on OK, we still have to copy the API address:
Prepare Landbot request to Integromat
- Let's get back to Landbot and paste the URL to Trigger automation block:
- Now we are going to set the variables we want to send to Integromat.
- Then let's open the chat, go to Share > Share with a link > Open, then complete the chat (you can close the chat after the trigger is determined):
In Integromat check request data
- Now we turn back to Integromat:
Now we see a green sentence 'Successfully determined' this means Integromat has received our variables.
- And now you can Click on OK,
Run the scenario
- Let's press the button Run once, to run the module for test:
- Now let's turn back to Landbot, open the chat, go to Share > Share with a link > Open, then complete the chat:
- Now we switch back to Integromat:
- We have seen that above the icon of Webhooks, there is a 1 in the bubble, let's click on it:
- We can see there are variables recorded:
Add a new module of Google Sheets
- Move the mouse to the bubble of Webhook, and click on the button of Plus at the right side:
- Choose Google Sheets:
- Then set action event as Search Rows:
- It displays this window:
- Then we set our test sheet well, (in the imagen is Test inte), the page, and the variables we want to approve. Here before I have put name, email, and age:
- Choose the spreadsheet that we want to extract data from:
- Scroll down, and set the reference of search:
- Press OK:
- (If you have disconnected the blocks, you can ignore this step) Now we disconnect Trigger automation and formulas block, because @data will be analyzed by formulas block once Integromat sends data to the bot, which means it will start with the first formulas block when it gets the data:
- Let's press the button Run once, to run the module for test:
- Now again, let's open the chat to get all the data, go to Share > Share with a link > Open, then complete the chat:
Set up the actions through Integromat: CustomerFields - Create
Set action event and method
- Now let's move the mouse to the bubble of Sheets, and click on the button of Plus at the right side:
- Search HTTP, then click on it:
- With actions we select Make a request:
- In the method, let's select Post:
Get Landbot API URL
- Now let's open the documentation of Landbot API:
- Copy the URL of API:
- Then turn back to Integromat and paste it to the URL:
Insert the customer ID and adapt variable name
- Go to Integromat, replace :customer_id with the ID we sent:
- And after that, replace :field_name with data:
Set the body type, content type and request content
- Inside of body type we choose RAW, appears Content type inside of it we choose JSON(application/json):
- Now let's set the Request content with this JSON code:
{
"type": "object",
"value": {
"name":"",
"email":"",
"age":""
}
}
- Then we complete the code with the data we have sent before:
Get API token and set headers in Integromat
- Now let's turn to Landbot to get the token, by clicking on the avatar > account, scroll down, in the API token:
- Copy it:
- Go to Integromat, scroll up and press Add a header :
- Below the name we type in Authorization, and below the value we type in Token XXXXXXXXXXXXXXXXXX
(You can also check at the top of the Landbot API documentation, at General )
- Then click on Add:
- Scroll down and press OK:
Set up the actions through Integromat: Customers - Assign bot
Set action event and method
- Now let's set another HTTP module:
- In the method, we select Put this time:
Get Landbot API URL
- Then let's go to the Landbot API documentation, and go to Assign Bot:
- Then copy the URL:
- Then turn back to Integromat, and paste it:
Set the customer ID and Bot ID in the URL
- Then replace :customer_id with the number we got from the first Webhook module:
- To get the bot ID let's open Landbot builder, and find its URL:
- Copy the number before builder:
- Turn back to Integromat, and replace :bot_id with it:
Set the body type, content type and request content
- Turn back to API documentation, copy the body (there's a body we actually need below):
{ "launch": true,
"node": "XXXXXXXX"
}
- Inside of body type we choose RAW, appears Content type inside of it we choose JSON(application/json):
- Then open Integromat, paste it to request content:
- To get the node, let's open Landbot, and click the first formulas block with right click, press copy reference:
- Then back to Integromat, replace the code after node with it:
Get API token and set headers in Integromat
- Now let's turn to Landbot to get the token, by clicking on the avatar > account, scroll down, in the API token:
- Copy it:
- Go to Integromat, scroll up and press Add a header :
Authorization Token XXXXXXXXXXXXXXXXXX
(You can also check at the top of Landbot API documentation, at General )
- Below the name we type in Authorization, and below the value we type in Token XXXXXXXXXXXXXXXXXX
(You can also check at the top of Landbot API documentation, at General )
- Then click on Add:
- Scroll down and press OK:
- The whole scenario is done, it should be like this:
- To make the scenario works automatically, we have to activate it, so let's turn on the scheduling, and select Immediately:
- The whole flow should work like this:
Yes, the information we sent before appears, the action is completed!