The goal of this tutorial is to show you how to effectively pause a contact from being called in Nedzo by marking them as finished, ensuring that they are removed from any active campaigns and preventing further calls.
Key Steps
Create a New Zap
Open your Zapier account.
Click on “Make a Zap”.
Rename the Zap to “Nedzo AI: Mark Contact Finished”.
Set Up the Trigger
Select a trigger event (e.g., Calendly appointment booking).
Note: The specific trigger can vary; any event that signifies a contact should be paused will suffice.
Configure the Action
Choose “Webhook” as the action app.
Select “Custom Request” as the action event.
Set the method to “POST”.
Input the URL
Navigate to your Nedzo account.
Go to the integrations section > Webhooks > and find “mark contact as finished”.
Copy the URL provided and paste it into the webhook URL field.
Set Data Pass-Through
Ensure that the “Data Pass-Through” option is left as is.
Format the Data
Select “JSON” as the data format.
Input the necessary identifier:
Use the phone number of the contact as the identifier.
Note: It is not necessary to include the name or email.
Custom Organization Field
Leave the custom organization field as it is (if applicable).
Test the Webhook
Choose a contact to test the webhook functionality.
Copy the phone number of the selected contact.
Paste the phone number into the appropriate field in the webhook setup.
Add Content Type
Ensure to add the content type as “application/json”.
Test the JSON
Click on the “Test” button to verify that the JSON is working correctly.
If errors occur, check for missing quotation marks or other syntax issues in the JSON format.
Final Confirmation
Once the test is successful, save the Zap and activate it.
Cautionary Notes
Ensure that the phone number used is accurate to avoid marking the wrong contact as finished.
Double-check the JSON format for any syntax errors before testing.
Make sure to test the webhook with a valid contact to confirm functionality.
Tips for Efficiency
Use dynamic data for the phone number field to automate the process for different contacts.
Familiarize yourself with JSON formatting to troubleshoot any issues quickly.
Keep a checklist of common errors encountered during the setup to streamline future processes.
Document any changes made to the Zap for future reference and training of team members.