Often described as a translator between web APIs, Zapier is a product that allows end users to set up workflow rules to determine how its automations function. It orchestrates the flow of data between tools and online services that wouldn't otherwise communicate with one another.

Moneypenny is the UK's leading outsourced communications provider, delivering telephone answering, live chat, outbound calling, outsourced switchboard and omnichannel customer services.

With the integration setup, information that Moneypenny capture from calls to your business will come through to your enquiry centre in Street, via your Zapier account. These enquiries will show as a 'general enquiry' however you can setup a 'custom source', eg "moneypenny" during the integration that will show in the source field.

To setup the integration you will need both a Zapier account and a Moneypenny account. This is because the data is passed from Moneypenny, through Zapier, and finally into Street.

The Zapier part of the integration requires a 'multi-step zap' and therefore would require a 'starter' account at least, as outlined on the Zapier Pricing page.

All of the setup is handled in Zapier directly and the below instructions explain how to do this.
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To get started, log in to Zapier and click 'create zap' to setup a new zap:

Next, select Moneypenny as the “trigger”:

On the "trigger" page, in the 'app & event' section, you need to set the 'event' to be “Message Received”:

In the 'account' section, enter your Moneypenny account to create the link:

In the 'trigger' section, choose the recipient from your Moneypenny account:

Finally, click the 'test' section to check it can pull enquiries from your account:

If this all looks correct you will need to add a step to format the names from the Moneypenny enquiry as they are not separated into first/last names.

Add an action, search for “formatter” and set the the event to “text”:

Then set the input to be the “caller name” from Moneypenny, and copy the settings below:

Finally, click the 'test' section to check everything is setup correctly:

Next, select “create enquiry” as the event:

Click 'sign in' and authorize Zapier to connect to your Street account:

Click “approve” and then you should be connected to Street:

For the next section, copy the below settings exactly, making note of the name fields using the output from the Formatter and additional fields coming directly from Moneypenny.

Note - if you want the enquiry in Street to show the source as 'Moneypenny', remember to enter this in the 'source' field here:

Following this you should be able to click 'test step' to run a successful test:

And see the enquiry in the Enquiry Centre in Street:

Once the Zapier and Moneypenny integration is setup, any enquiries that are submitted by Moneypenny will pass through Zapier and appear in your Enquiry Centre.

Your enquiry centre can be found on the left side panel:

These enquiries will appear as a 'general enquiry' and, if you have setup a custom source as outlined above, the source field will show with that custom source.

For more information on how the enquiry centre works, see this help article.