Trigger Actions in Other Systems from the Webhook Play Step

The Call Webhook play step makes it possible to trigger actions in other systems from ChurnZero using Zapier as a pass-through. A good example of this is sending SMS messages from your play step. You can configure the message in ChurnZero and send it to Zapier, which will then trigger the send through your SMS service. (For more information on using Zapier to send SMS messages, see Send SMS Messages With the Webhook Play Step.) 

What is Zapier? 

Zapier is a workflow automation system that connects your apps and services. It allows you to connect two separate APIs (like ChurnZero's API and Twilio's API) to automate common workflows, like sending SMS messages. 

• PLEASE NOTE: Zapier and ChurnZero are two separate systems. Zapier is a paid service, the cost of which is not included in any ChurnZero contract. 

How can I use Zapier and ChurnZero? 

ChurnZero and Zapier use webhooks to communicate. To connect your ChurnZero plays with other systems, you'll use Zapier as a pass-through - - meaning you'll send information to Zapier from ChurnZero, and then Zapier will pass that information to outside systems. From the ChurnZero side, this information is configured in the Call Webhook play step. 

Configure In Zapier: 

1. Log in to Zapier, then click the Create button at the top left corner of the Zapier home screen. 
2. Click on Zaps. 
   
3. Create a new Zap in the folder of your choice. Click the Create button at the top right of the folder (in this example, we're using the Default folder), then select New Zap. 
   
4. You'll see two steps in the Zap editor: a Trigger, and an Action. These are set up by default.
   
   
   • Trigger: The event that starts your Zap.
   •  Action: The event the Zap performs as a result of the trigger. 
5. Click the Trigger, then choose Webhooks by Zapier. (For more information, see Zapier's webhook documentation.) 
   
6. Configure your Trigger. To allow ChurnZero to send webhooks to Zapier, choose Catch Hook, then click Continue. 
7. A new Trigger option automatically opens, but this does not apply to our process. Click Continue. 
   
8. Zapier provides a Webhook URL. Copy this URL. You will use this to configure the webhook in ChurnZero in the next step
   

Configure In ChurnZero: 

1. After following the process above, log in to ChurnZero and create a new play (or edit an existing one). 
2. Add a new Call Webhook play step. 
3. In the Call Webhook section, paste the URL you copied from Zapier into the URL field. 
4. Click the Add Post Data button. 
5. In the Post Data fields, configure your settings:
   
   • Merge fields and hard-coded information can be included in post data. Merge fields should be used for information known in ChurnZero (like a contact's phone number). Hard-coded data should be used for information specific to the play step (like the content of an SMS message). 
6.  Click the Test Webhook button. This sends a test to Zapier. 
   

Confirm in Zapier: 

1. Return to the Catch Hook step in Zapier and click the Test Trigger button. 
2. You should see a request from ChurnZero that looks something like this: 
3. Click Continue with selected record.  
   

Once sure that the webhooks have been set up correctly and that Zapier is communicating with your play step, you can configure the action in your connected system. (You can find a display of Zapier's integrations here!) From here, integration will depend mostly on the system you want to connect to. Please refer to their documentation or support teams for more specific information. Return to ChurnZero after you complete the configuration to finish setting up your play.