Rep.ai
  • 5 Minute Quick Start
  • Controlling the Widget
  • Custom Visitor Identities
  • Listening to Events
  • Examples of Custom Behavior
  • Security and Spam Prevention
  • Virtual Backgrounds
  • How to Identify Contacts who Click Through Emails to Your Site from Email Sequencers
  • Troubleshooting
    • Browser Compatibility
    • Notifications
    • Content-Security-Policy (CSP)
    • Firewalls and VPNs
    • Support
    • Scheduler
  • Integrations
    • Acuity
    • Calendly
    • Chili Piper
    • Clearbit
    • Google Calendar
    • HubSpot
    • Intercom
    • Outreach
    • Salesforce
    • Shopify
    • Slack
    • Microsoft Teams
    • Zapier
    • Zendesk
    • Zoom
    • Outlook Calendar
    • Salesloft
    • Gong
  • API
    • Introduction
    • Authentication
    • Scrub Visitor Data
    • Nightly Data Dumps
  • API Resources
    • Organization
  • ⚠️Experimental
    • Performance
    • Overview
    • Zendesk App
  • Outbound (Dialer)
    • Getting Started with Rep.ai Outbound (Dialer)
    • How to Create and Manage Custom Columns (Properties) in Rep.ai Outbound (Dialer)
    • How to Mark a Number as "Do Not Call" in Rep.ai Outbound (Dialer)
    • FAQs
  • SPOTLIGHT
    • How to set high-intent page preferences for intent scoring
    • How to toggle auto-create companies based on visitor identification
    • CRM Fields for Rep.ai Influence (Contact)
    • CRM Fields for Rep.ai Influence (Account)
  • ANALYTICS
    • Metric definitions
Powered by GitBook
On this page
  • Set Up
  • Get started with Zapier
  • Create an API Key
  • Connect Zapier to Rep.ai

Was this helpful?

  1. Integrations

Zapier

Use Zapier to integrate Rep.ai with over 3,000 web apps

PreviousMicrosoft TeamsNextZendesk

Last updated 5 months ago

Was this helpful?

moves information between your web apps automatically, so you can share data and create workflows without code. Through Zapier there are more than 3,000 apps available that can be integrated with Rep.ai including Microsoft Teams, SalesForce, Google Docs and more.

When you build a Zap (or workflow), you'll choose one of the Rep.ai triggers that provides data and pass it to one of your other applications. For example you could post a message in Microsoft Teams every time someone requests help on your site.

This feature is available to all customers.

Set Up

Get started with Zapier

The first step is getting logged into a Zapier and adding the Rep.ai integration to your account.

  1. If you already have a Zapier account go ahead and log in. If not, go to the Zapier and follow the instructions to create an account and log in.

Create an API Key

Zapier needs an API key to communicate with Rep.ai and get information. You can think of this as a special password Zapier uses to access Rep.ai and get information for your organization.

  1. Go to the Rep.ai . You must be an admin in order to access this page, if not please contact your Rep.ai admin.

  2. Enter a name in the "Create new API key" form. Choose a descriptive name so you'll remember what the key is used for. We suggest simply calling it "Zapier". Then click "Save"

3. A message will appear with your API key. Leave this page open or store your API key in a secure place to be used later. You cannot retrieve API keys again after they have been created.

Connect Zapier to Rep.ai

The final step is to create a Rep.ai connection in Zapier using your API key.

  1. Navigate to "My Apps" from the top menu bar.

  2. Click on "Add connection" and search for "ServiceBell"

  3. Select "ServiceBell" from the list.

  4. Retrieve the API key you created in the previous step. Paste your API key in the form in the new window. Click the "Yes, Continue" button.

Log in to your .

Success! You have an active connection to Rep.ai in Zapier and you can start creating Zaps. More information on what is possible with Zapier can be found on their . You can also find instructions on creating your first Zap on the Zapier .

Zapier account
site
help page
Zapier
sign-up page
API key creation page