Zapier Guide

The Velaro app for Zapier connects Velaro to thousands of other apps. Use Velaro events as Zap triggers, and use Velaro actions to update contacts or add a message to a live conversation from any other tool.

Connect Velaro to Zapier

1. In Velaro, go to Integrations → Zapier, turn the integration on and open the Inbound tab.
2. Click Generate API Key and copy the key. It is shown once, so store it safely. Generating a new key replaces the old one.
3. Note your Site ID (Settings → General).
4. In Zapier, create a Zap, search for Velaro, choose the app, and click Sign in.
5. Paste the API Key and Site ID. Leave the API Base URL as the default unless Velaro support tells you otherwise.
6. Click Continue. Zapier tests the connection and shows your account as connected.

Triggers

Triggers are instant. Velaro sends the event to Zapier as it happens, so there is no polling delay.

When you turn a Zap off, Velaro stops sending that event automatically.

Actions

If no matching contact or open conversation exists, the action completes and reports that nothing matched, so your Zap does not fail.

Choose Which Fields the AI Sends

If your workflow lets the AI call Zapier, you can declare Payload Fields so the AI sends exactly the keys your Zap expects. Ask Moshky to show, change or undo the Zapier Payload Fields. Moshky previews every change and saves only after you approve. An empty list lets the AI choose its own keys.

Use Cases

Resolved conversation to a ticket. Trigger: Conversation Resolved. Action: create a ticket in your help desk app with the conversation details.

Order update to the open chat. Trigger: your store marks an order shipped. Action: Send Message to Conversation, so the customer sees the update in the chat they have open.

New lead to a CRM. Trigger: Contact Created. Action: add the contact to your CRM or email list.

Escalation alert. Trigger: Bot Escalated. Action: post to a team channel so someone picks it up quickly.

Troubleshooting

Zapier says the connection test failed. Check the Site ID and API Key. Regenerate the key in Integrations → Zapier if you are unsure, then reconnect in Zapier under My Apps → Velaro.

A trigger is not firing. Make sure the Zap is turned on and the Zapier integration is enabled in Velaro.

Send Message to Conversation reports no match. The contact needs an open conversation. Check the email, phone or conversation ID being sent.

Every request is recorded on the Activity Log tab of the Zapier integration page.

Limits and Cost

Zapier uses the same API-call allowance as every other automation tool, with no separate connection fee. The Automation and API add-on must be active on your account.