How to connect Zapier to ChatDaddy?
How to connect your Zapier to ChatDaddy?
There are 3 ways to connect your Chatdaddy account to Zapier:
1. Through Zapier’s website(Using Phone Number and Password)
Use this method if you have used a regular sign-up method with phone number and password(NOT google sign-up)
To connect your Chatdaddy account to Zapier within a Zap using phone number and password, follow these steps:
- Head to Zapier and create a new Zap using the button on the top right
- Setup your Zap and select “ChatDaddy” as the “App” within the trigger or action based on your needs
- Select your trigger/action event from the available list
- In the “Account” section, click on “Connect a new account”
- Within the popup, fill in the phone number and password you usually use to login to ChatDaddy.
- If you are a part of multiple teams, fill the team ID field to ensure that you only use Zapier with your selected team. To find your team ID, go to ChatDaddy, click on your profile icon on the top right, and click the “Copy” button next to your team name
- You can leave the Refresh Token empty, and click “Yes, Continue to Chatdaddy”
Your ChatDaddy account is not connected to Zapier! You can continue building the rest of your ZAP according your requirements
2. Through Zapier’s website(Using Team ID and Refresh Token)
Use this method if you have opted for google sign-up(If you do not have a password)
If you do not login through the phone number and password combination, you can use Team ID and Refresh Token to connect your ChatDaddy account to Zapier
- Follow steps 1 to 4 from the previous section
- Fill in the “Team ID” and “Refresh Token” fields in the popup
- To find your team ID, go to ChatDaddy, click on your profile icon on the top right, and click the “Copy” button next to your team name
- To get your refresh token, follow these steps:
- Head over to ChatDaddy, hover over the “Developer” section in sidebar on the left-hand side, and click on “Webhook”
- Click the three dot menu in the top right corner and select “Generate Refresh Token”
- In the popup, click on the “Generate” button
- Once your Refresh Token is generated, click the copy button and paste it in the “Refresh Token” section in Zapier
Make sure that you copy the token and save it securely, as you’ll only be able to view it once
Refresh tokens expire after 14 days of no usage. If your token expires, please generate a new one and follow the same steps to connect your account again
2. Through Chatdaddy’s website
Within the Action Node of ChatDaddy, you can easily create a new Zap. This integration allows you to leverage any of Zapier’s functions, enhancing your workflows by automating tasks directly through your message flows. The key requirement is that the Zap must be newly created within ChatDaddy, ensuring a seamless and tailored automation experience right from the start.
