Send Data from WABB using Dynamic Integration Block

The Dynamic Integration Block enables your chatbot to seamlessly connect with external platforms like Shopify, WooCommerce, Zoho, and Zapier, as well as other CRMs, POS systems, booking/reservation management software, order management tools and many other platforms. This block allows you to automate processes such as capturing user details (e.g., name, phone number, and email), creating records in CRMs, managing bookings, and transferring data to the required platforms. It simplifies workflows like creating leads, booking appointments, and organizing user information effectively.

Steps to Send Captured Data:

Step 1: Capture User Data

Collect the required information from users during the chat.
Store the collected data in user fields (e.g., Name, Email, Booking Date).

Step 2: Insert an Integration Block

Place an Integration Block in the chat flow at the point where you want to send the captured data.
Click on the Integration Block, and choose between:
1. Zapier Integration (requires subscription).
2. Webhook Integration.

Using Zapier Integration

Use Zapier to connect the chatbot with various external systems.
Configure triggers in Zapier to send the captured data to the desired platform.
Save the configuration.

Using Webhook Integration

Webhook is a direct method to send data. Follow these steps:

1. Select Request Type

Choose request type from the dropdown. When sending data through the Integration Block, selecting the right Request Type is crucial. Each type serves a specific function:

POST – Used to send new data to an external system (e.g., creating a new lead in a CRM).
GET – Used to fetch data from an external system (e.g., retrieving order details from a database).
PUT – Used to update existing data in an external system (e.g., modifying a user’s profile information).
PATCH – Similar to PUT, but updates only specific fields instead of the entire record (e.g., changing just the phone number of a contact).
DELETE – Used to remove data from an external system (e.g., deleting a booking record).

Each of these request types ensures smooth communication between your chatbot and external platforms, making automation seamless.

2. Provide Request URL

Enter the URL of the external system where the data will be sent.
Ensure the URL starts with https:// for security.

3. Contact for Testing

Selecting a Contact for Testing allows you to use pre-existing data from a contact to send a test request. This feature is particularly useful when you have previously collected data from a contact, such as their email, company name, or other relevant details. By choosing a contact, you can automatically populate the request with their stored information, saving you the time and effort of manually entering data for each test request.

To use this feature:

Select a Contact: Choose a contact from your list whose data you want to use for the test request.
Update Contact Info: If needed, you can update the contact's information in the Contacts section to ensure the data is current.
Send Test Request: Use the selected contact's data to populate the request fields and send the test request.

4. Configure Headers (Optional)

Add headers only if required (e.g., authentication tokens, content type). Skip this step if not needed.

5. Define the Body

Add the data to be sent in the Body section. Use the following format:

Replace {name}, {email}, and {company} with the respective user fields.

{ 
"Name": "{name}", 
"Email": "{email}", 
"Company Name": "{company}"
}

5. Review Response

The Response Section shows the server's reply, which may include:
- Data: Information returned by the server.
- Status Codes: E.g., 200 OK (success), 404 Not Found (failure), 401 Unauthorized (Authentication is required or failed).
- Errors: Details about failures, if any.

6. Response Mapping

Response Mapping is a powerful feature that allows you to extract and save specific data from the server's response to your Bot Fields or Custom Fields. Understanding the structure of the response is essential for effectively mapping the data.

Why is Response Mapping Important?

Data Extraction: It enables you to pull specific pieces of information from the response, such as user IDs, transaction details, or status codes.
Automation: By mapping response data to your bot/custom fields, you can automate subsequent actions or workflows based on the received data.
Customization: It allows you to tailor the bot's behavior based on the response, enhancing the user experience and operational efficiency.

Use Cases

Appointment Confirmation: Extract and store appointment details like date, time, and location to send confirmation messages to users.
Payment Confirmation: Capture payment status and transaction IDs to provide instant payment confirmations and receipts.
Service Reminders: Retrieve upcoming service dates to send timely reminders to customers.

Syntax for Response Mapping

To map data from the response, follow these syntax rules:

List in []: Use the index of the element. For example, to get the name "John" from [{"name": "John"}, {"name": "Jane"}], write [0].name.
Object in {}: Use the key directly. For example, to get the name from {"name": "John", "id": 1}, write name.
Nested Structures: Combine the syntax for nested objects and lists. For example, to access the second address in {"name": "John", "info": {"addresses": [{"street": "Main St"}, {"street": "Second St"}]}}, write info.addresses[1].street.

By mastering response mapping, you can significantly enhance your chatbot's ability to interact with external systems and automate complex workflows efficiently. This feature is particularly useful for small and mid-sized businesses looking to streamline their operations and improve customer interactions.

7. Save and Test

Once everything is configured, click Save.
Test the setup to ensure the data is sent correctly to the external system.

Possible Use Cases

Lead Management: Qualify leads with chatbot questions and send them to your CRM.
Appointment Booking: Schedule appointments using booking management software.
Invoice Generation: Collect required details and send them for invoice creation.
Feedback Collection: Collect and send feedback to external systems.
Automated Bookings: Gather guest details for hotel or event bookings.

You can use the dynamic integration block for countless other applications to automate workflows seamlessly. With just a few steps, you can connect your chatbot to external systems and improve efficiency in your workflows. Try it out to save time and effort!