Velaro Integrations Guide

Available integrations

| Integration | What it does |

|---|---|

| HubSpot | Sync contacts, log conversations, create deals |

| Dynamics 365 | Create/update leads, contacts, cases |

| NetSuite | Look up customers, create leads/cases |

| BigCommerce | B2B Q&A, product search, cart builder, abandoned cart recovery, order lookup |

| Shopify | Policy Q&A, product search, quotes, order tracking, self-service returns |

| WooCommerce | Product search, order lookup, customer order history |

| Magento / Adobe Commerce | Product search, order tracking, cancel orders, invoices, refunds, cart builder, coupons, shipping, wishlists, B2B quotes, stock check, tier pricing |

| Klaviyo | Trigger email/SMS flows after every conversation |

| Microsoft 365 | Teams notifications, OneDrive attachments, Outlook Calendar |

| Calendly | Send booking links, track appointments |

| Power Automate | Trigger flows from Velaro events |

| Make (Integromat) | Trigger Make scenarios from Velaro |

| Zapier | Connect Velaro to 5,000+ apps via Zapier |

| Slack | Send notifications to Slack channels |

| Google Tag Manager | Deploy Velaro widget, push chat events to GA4/Ads/Meta, pass visitor variables into the bot |

| Migrate from Gorgias | Import Gorgias macros as bot Q&A, connect Shopify, launch bot — switch in 15 minutes |

Setting up an integration

1. Go to Integrations in the sidebar.

2. Select the integration you want to set up.

3. Click Connect and follow the OAuth or API key flow.

4. Use Launch Starter Wizard to create a pre-built workflow for that integration.

HubSpot integration

What you can do: create/update contacts, log chat transcripts, create deals, trigger email sequences.

Setup:

1. Go to Integrations > HubSpot.

2. Click Connect HubSpot and authenticate with your HubSpot account.

3. Map Velaro contact fields to HubSpot properties in the Data Mapping tab.

4. Enable Push Transcripts to auto-send chat transcripts to HubSpot after each conversation.

Workflow use: use the CRM Push node in a workflow to push data to HubSpot at any point in the conversation.

Dynamics 365 integration

What you can do: create leads, update contacts, create cases, look up accounts, and surface custom Dynamics fields in the agent sidebar.

Setup:

1. Go to Integrations > Dynamics 365.

2. Enter your Tenant ID, Client ID, Client Secret, and Resource URL (Dynamics instance URL), then save.

3. Use Launch Starter Wizard to create a pre-built Dynamics workflow.

4. Go to the Sidebar Fields tab to configure which Dynamics contact fields your agents see during live chat.

Dynamics 365 — Sidebar Fields

What Sidebar Fields does: Controls which Dynamics 365 contact fields appear in the agent sidebar panel during live conversations. Standard fields (name, email, job title, company, phone, city, country) are always shown. You can add any additional Dynamics contact property.

How to add a custom field:

1. Go to Integrations → Dynamics 365 → Sidebar Fields tab.

2. Click Discover Dynamics properties — Velaro queries your Dynamics org and lists all available contact attributes.

3. Select a property from the dropdown (e.g. customertypecode, industrycode, or any custom field your org has added).

4. Optionally enter a friendlier label (e.g. "Customer Type" instead of customertypecode).

5. Click + Add field → the field appears in the custom fields list.

6. Click Save sidebar fields — changes take effect immediately.

Why use this: Dynamics 365 supports custom attributes per organization. If your team added fields like contract value, territory, or lead source, you can surface those in the agent sidebar without any code changes — just pick them from the discovered list and save.

BigCommerce integration

What you can do: Answer B2B policy questions, search products, check real-time stock levels, browse by brand, check product variants (colors/sizes), look up customer-group pricing, get product reviews, create cart/quote links, recover abandoned carts, apply coupons, look up orders and customers, and get shipment tracking — all from the chat window. 16 AI tools included.

Setup:

1. Go to Integrations → BigCommerce

2. Enter your Store Hash and API token (from BigCommerce → Advanced Settings → API Accounts)

3. Go to Bot Knowledge tab → fill in B2B Q&A templates

4. Enable BigCommerce AI skills under Bots → AI Training → Skills

5. Use Launch Starter Wizard to create a BigCommerce bot workflow

AI skills available:

• bigcommerce_search_products — search the catalog by keyword, returns price, SKU, and availability
• bigcommerce_check_stock — check real-time inventory by product name with urgency messaging when low
• bigcommerce_get_order — retrieve full order details including line items and shipping address
• bigcommerce_search_orders — find all recent orders for a customer email address
• bigcommerce_get_tracking — get carrier, tracking number, and direct tracking link for an order
• bigcommerce_create_cart — build a cart with selected products and return a checkout link
• bigcommerce_get_abandoned_carts — find abandoned carts by customer email for recovery workflows
• bigcommerce_apply_coupon — apply a discount coupon to the visitor's cart during conversation
• bigcommerce_get_customer — fetch customer profile including order count and group membership
• bigcommerce_get_cart — retrieve the active cart for a customer by email
• bigcommerce_add_order_note — add an internal staff note to an order
• bigcommerce_get_reviews — fetch approved star ratings and review highlights from BigCommerce's native review system
• bigcommerce_get_variants — get all product variants (colors, sizes, styles) with per-variant price and stock level
• bigcommerce_check_pricing — look up customer-group-specific pricing for a product (wholesale/tiered B2B pricing)
• bigcommerce_get_brand_products — filter the catalog by brand name, returns matching products with stock and pricing

Full guide: See the BigCommerce Bot Knowledge Guide.

Shopify integration

What you can do: Answer policy questions instantly, search products live, compare variants, create quotes with checkout links, track orders, initiate returns, validate coupons, recover abandoned carts, check stock levels, and show product reviews — all in the chat window. 11 AI tools included.

Setup:

1. Go to Integrations → Shopify

2. Connect via OAuth — approve the requested permissions

3. Go to Bot Knowledge tab → fill in your 7 Q&A templates → click Save to bot

4. Click Scan my store to index your product pages and policies

5. Go to Bots → AI Training → Skills → enable Shopify Commerce skills

6. Use Launch Starter Wizard to create your first Shopify bot workflow

Full guide: See the Shopify Bot Knowledge Guide for detailed setup.

WooCommerce integration

What you can do: Answer policy questions, search products, check live stock levels, look up orders, find customer order history, validate coupons, and send direct cart/checkout links — all from the chat window. 6 AI tools included.

Setup:

1. Go to Integrations → WooCommerce → Connect Store

2. Generate a REST API key in your WordPress admin (WooCommerce → Settings → Advanced → REST API → Add key → Read/Write)

3. Enter your site URL, Consumer Key, and Consumer Secret → click Save and Test Connection

4. Go to Bot Knowledge tab to fill in your store's Q&A policies

5. Use Launch Starter Wizard to create a WooCommerce Support Bot or Abandoned Cart Recovery workflow

6. Enable WooCommerce Commerce skills under Bots → AI Training → Skills

AI skills available:

• woocommerce_search_products — search catalog by keyword, SKU, or price range
• woocommerce_check_stock — check real-time stock levels with urgency messaging when inventory is low
• woocommerce_get_order — fetch order details, status, and tracking by order ID
• woocommerce_get_customer_orders — find all recent orders for a customer email
• woocommerce_build_cart_link — build a direct checkout URL with items pre-loaded
• woocommerce_validate_coupon — validate a coupon code in real time, show discount and expiry

Full guide: See the WooCommerce Integration Guide.

Magento / Adobe Commerce integration

What you can do: Answer policy questions, search products, check real-time stock levels, get configurable product options, look up tier pricing, browse categories, read reviews, create and update carts, apply coupon codes, check shipping options, track orders, cancel orders, view invoices and refunds, manage customer lookups, check wishlists, add order comments, and access B2B features (company accounts, requisition lists, negotiable quotes) — all from the chat window. 24 AI tools included.

Setup:

1. Go to Integrations → Magento

2. Enter your Store URL and Access Token (from Magento Admin → System → Integrations)

3. Go to Bot Knowledge tab → fill in Q&A templates

4. Enable Magento AI skills under Bots → AI Training → Skills

5. Use Launch Starter Wizard to create a Magento bot workflow

AI skills available:

• magento_search_customers — find customer accounts by email, name, or phone
• magento_search_orders — find all recent orders for a customer email address
• magento_get_order — retrieve full order details including line items, shipping, and payment
• magento_get_tracking — get carrier, tracking number, and tracking link for a shipped order
• magento_cancel_order — cancel a pending or processing order before shipment
• magento_get_invoice — retrieve invoice details for an order (for accounting/tax purposes)
• magento_get_credit_memos — check refund/credit memo status for an order
• magento_search_products — search catalog by keyword, SKU, or category
• magento_check_stock — check real-time inventory with urgency messaging when low
• magento_get_configurable_options — get all variant options (size, color) with per-variant pricing and stock
• magento_get_tier_pricing — look up quantity-based tier pricing for bulk purchases
• magento_get_categories — browse the category tree to help customers navigate
• magento_get_reviews — fetch approved star ratings and review highlights
• magento_add_order_comment — add an internal or customer-visible comment to an order
• magento_create_cart — build a cart with selected products and return a checkout link
• magento_get_cart — retrieve the active cart for a customer with items and totals
• magento_update_cart — change item quantities or remove items from a cart
• magento_get_shipping_methods — get available shipping options and rates for a cart
• magento_apply_coupon — apply a promo/coupon code to a cart for a discount
• magento_get_wishlist — view items saved to a customer's wishlist
• magento_get_store_config — get store info (currency, locale, timezone) for context
• magento_get_company — look up B2B company account, credit limit, and status (Adobe Commerce)
• magento_get_requisition_lists — retrieve saved requisition lists for recurring orders (Adobe Commerce)
• magento_get_negotiable_quotes — find open negotiable quotes with pricing and expiry (Adobe Commerce)

Full guide: See the Magento Bot Knowledge Guide.

Klaviyo integration

What you can do: Trigger Klaviyo email and SMS flows automatically after every chat conversation resolves.

Setup:

1. Go to Integrations → Klaviyo

2. Enter your Klaviyo Private API Key

3. Enable the events you want to trigger (post-chat follow-up, CSAT survey, etc.)

4. Paste your Klaviyo Flow ID for each active event

Full guide: See the Klaviyo Integration Guide.

Microsoft Teams notifications

Send automatic notifications to Teams channels when:

• A new conversation arrives
• A conversation is resolved
• A conversation is missed
• An SLA threshold is breached

Setup: Go to Integrations > Microsoft 365 > Teams Notifications. Create an incoming webhook in your Teams channel and paste the URL into Velaro.

Outlook Calendar booking

Let visitors book appointments directly in chat.

Setup: Go to Integrations > Outlook Calendar. Connect your Microsoft 365 account. Use the Book Appointment workflow node to offer available slots.

Calendly

Send Calendly booking links in chat via the Send Calendly Link workflow node. Completed bookings are tracked in the Booking History tab.

Power Automate / Make / Zapier

Use the Webhook trigger in these tools to connect Velaro events to any other system. Velaro can POST conversation data to a webhook URL when conversations are created, resolved, or updated.

MCP (Model Context Protocol) tool integrations

If your plan includes MCP, bots can directly call APIs during a conversation — no workflow node required. The AI decides when to call each tool.

Setup: Go to Settings > MCP Servers. Add the server URL, API key, and tool definitions.

Data mapping

Each integration page has a Data Mapping tab showing which Velaro fields map to which integration fields. Review this before going live to ensure contact data syncs correctly.

Troubleshooting integrations

OAuth expired: go to the integration page and click Reconnect. OAuth tokens expire periodically.

Data not syncing: check the Data Mapping tab — unmapped fields are silently skipped.

Webhook not firing: verify the webhook URL is reachable from Velaro's servers. Check for firewalls blocking inbound requests.

Contact not found in CRM: ensure the email field is mapped — most CRMs use email as the primary lookup key.

Google Tag Manager integration

Deploy Velaro without touching your website code, and push chat events to GA4, Google Ads, and Meta Pixel.

Using Google Analytics 4? You don't need a separate GA4 integration. Install GA4 via GTM using Google's official Google Tag, then add the Velaro event listener in the same container. All Velaro events flow into GA4 automatically — one container handles both.

Install via the GTM Template Gallery (one-click):

1. In GTM, go to Templates → Search Gallery and search for "Velaro"

2. Click the Velaro Live Chat template → Add to workspace → create a new tag → enter Site ID → publish

3. If the gallery template isn't available yet, use the manual Custom HTML method (see Template Gallery tab in the integration page)

Manual install: Go to Integrations → Google Tag Manager and follow the Events Reference + Variable Passing tabs.

10 events fired by Velaro (all available in GA4 automatically):

| Event | When | Recommended action |

|---|---|---|

| velaro_widget_opened | Visitor clicks bubble | Engagement metric |

| velaro_chat_started | First message sent | Mark as GA4 conversion |

| velaro_lead_captured | Email/phone collected | GA4 conversion + Ads import |

| velaro_appointment_booked | Booking confirmed | Primary Ads conversion |

| velaro_bot_escalated | Bot hands off | Bot quality metric |

| velaro_conversation_resolved | Chat closed | Support efficiency |

| velaro_survey_submitted | CSAT/NPS completed | Satisfaction tracking |

| velaro_proactive_chat_triggered | Proactive invite shown | Acceptance rate analysis |

| velaro_offline_form_submitted | After-hours form | Off-hours lead conversion |

| velaro_widget_closed | Widget closed without chat | Drop-off analysis |

Passing visitor data to the bot:

Set window.__velaro.visitor before the Velaro widget loads. Fields: name, email, phone, plan, customerId, orderId, cartTotal. The bot uses these to greet by name, skip re-asking for email, and look up orders automatically.

Setting up GA4 Event tags in GTM for Velaro events

After installing the Velaro event listener tag (which pushes events to dataLayer), follow these steps to send them to GA4:

Step 1 — Add event listener tag (one-time)

In GTM → Tags → New → Custom HTML. Paste the listener code from the Events Reference tab. Trigger: All Pages. This pushes all Velaro events to window.dataLayer.

Step 2 — Create a GA4 Event tag (repeat per event)

1. GTM → Tags → New → Google Analytics: GA4 Event

2. Select your GA4 Configuration tag

3. Set Event Name to the Velaro event (e.g. velaro_chat_started)

4. Under Event Parameters, add: velaro_site_id, velaro_session_id, velaro_page_url → map to matching Data Layer Variables

5. Create a Custom Event trigger: Trigger type = Custom Event, Event Name = velaro_chat_started

6. Attach the trigger and publish

Step 3 — Mark key events as conversions in GA4

In GA4 → Admin → Events → toggle "Mark as conversion" for: velaro_lead_captured, velaro_appointment_booked. Then import into Google Ads: Ads → Conversions → Import from GA4.

Shortcut — one tag for all events:

Use a single GA4 Event tag with trigger regex velaro_.* and set Event Name to {{Event}} (GTM built-in variable). This sends all 10 events to GA4 instantly — add individual tags later for custom parameters.

Verify in GA4 DebugView:

GA4 → Admin → DebugView. Start a chat on your site. Events appear in realtime — confirm velaro_chat_started appears with velaro_session_id populated.

Migrating from Gorgias

Switch from Gorgias to Velaro in about 15 minutes using the migration wizard.

What happens:

1. You enter your Gorgias account name and API key

2. Velaro fetches all your Gorgias macros (canned responses)

3. Each macro with a "Send message" action becomes a bot Q&A pair in Velaro's vector index

4. The bot can now answer these questions automatically — no human needed

5. Connect your Shopify store and launch the Starter Workflow to go fully live

How to start: Go to Integrations → Migrate from Gorgias.

Pricing comparison: Gorgias starts at $300+/mo. Velaro starts at $129/mo and includes AI that answers questions automatically — reducing the volume of human-handled conversations.

Zapier integration

There are three distinct ways to use Zapier with Velaro — they are NOT interchangeable.

Zapier — Pattern A: Workflow node (Velaro controls when it fires)

Use this when you want to fire a Zap at a specific step inside a conversation workflow.

Setup:

1. In Zapier: create a Zap using Webhooks by Zapier → Catch Hook as the trigger. Copy the URL.

2. In Velaro: go to Integrations → Zapier → Outbound tab, paste the Catch Hook URL, save.

3. In the workflow editor: drag a Zapier node to the exact step where you want the Zap to fire.

4. The node sends conversation data + any workflow variables collected so far.

Best for: Survey responses, CSAT scores, mid-workflow CRM pushes, conditional triggers.

Zapier — Pattern B: Velaro as a Zapier trigger (automatic, no workflow needed)

Use this when you want every event of a type to trigger a Zap — no workflow node required.

Setup:

1. In Zapier: create a new Zap and search for "Velaro" as the trigger app.

2. Pick an event: Conversation Started, Conversation Resolved, Contact Created, or Bot Escalated.

3. Authenticate with your Site ID and API Key (generate the key in Integrations → Zapier → Inbound tab).

4. Zapier handles registration automatically — every matching event fires the Zap instantly.

Best for: "Every resolved conversation → create Salesforce record." Runs site-wide, always on.

Zapier — Pattern C: Zapier pushes data INTO Velaro (inbound actions)

Use this when an external event should update Velaro — enrich a contact or inject a message.

Setup:

1. In Zapier: create a Zap where something external is the trigger (e.g., Shopify Order Fulfilled).

2. Add a Velaro action step: "Enrich Contact" or "Inject Message into Conversation."

3. Authenticate with your Site ID + API Key. Map the fields. Turn the Zap on.

Best for: "Order ships → push tracking message into customer's active chat." Nothing in Velaro needs to be configured — Zapier calls Velaro.

To generate your API key (needed for Patterns B and C):

Go to Integrations → Zapier → Inbound tab → Generate API Key. Copy it immediately — it's only shown once.

Starter Wizard: Go to Integrations → Zapier → Launch Starter Wizard for pre-built templates:

• Lead capture → push to any CRM (Pattern A)
• Resolved conversation → create ticket (Pattern B)
• Low CSAT → Slack alert + HubSpot task (Pattern A)