Get your Campaign ID. You can find it by going to https://app.smith.ai/vr/campaigns/, selecting the correct campaign, then copying it from the URL, like so:Keep that handy too! We'll use it soon.
Create a new zap
"Create Zap" in the Zapier interface.
Establish your trigger
For now, you're responsible for this part. We assume going into Zapier that you know how to use Zapier, and you have a trigger that provides the necessary information:
Name
Phone Number
Email address (optional)
This could be a web form that sends data to Zapier, a Typeform/Surveymonkey form, Google Sheet, Email parser, or even your own API posting to an endpoint. All said, we assume that for this step you have something that can provide that info. If you don't, let's stop here. Please reach out to our tech team to see if we can help.
For this example, we'll use Webhooks by Zapier, which receives data from a web form.
Add a Webhook Action
Choose Webhooks by Zapier as the action
Select POST
Fill out the fields as shown here
For the Headers section:
Content-Type application/json
Accept application/json
Authorization token abc123abc123abc123abc123
(use your own token instead of abc123abc123abc123abc123)
Rename it to be friendly if you want to be organized
Test & continue
It should work! If it does, you'll see the call appear (reload the page) on your outbound call queue (click through to the correct campaign)
If it doesn't:
Try entering data in manually instead of using variables from Step 1. Maybe one of your variables is malformed or missing
Make sure there are no extra spaces or slashes in any field you've entered
Confirm you are using the correct API Key and Campaign ID
