Zapier
Connect Lodgestory to 5,000+ apps without code. Automate workflows between your CRM, helpdesk, e-commerce, and communication tools.
What is the Zapier integration?
Zapier is a no-code automation platform connecting 5,000+ apps. Lodgestory's Zapier integration lets you trigger WhatsApp messages from any app, create Lodgestory tickets from external events, and sync conversation data — all without writing code.
How it works
Lodgestory provides Zapier triggers and actions. Triggers fire when events happen in Lodgestory (new message, ticket created, CSAT received). Actions let other apps send messages, create tickets, or update contacts in Lodgestory via Zapier.
Key Features
Triggers
Fire Zapier workflows when events happen in Lodgestory — new conversation, ticket status change, CSAT score received, SLA breach.
Actions
Send WhatsApp messages, create tickets, update contacts, and add tags in Lodgestory from any Zapier-connected app.
Multi-Step Zaps
Build complex workflows — e.g., when a Typeform is submitted, create a Lodgestory ticket and send a WhatsApp confirmation.
Filters & Formatters
Use Zapier's built-in filters and formatters to transform data before it reaches Lodgestory.
Setup Steps
- 1
Connect on Zapier
Search for 'Lodgestory' on Zapier. Click 'Connect' and authenticate with your Lodgestory API key.
- 2
Choose a Trigger
Select a Lodgestory trigger (e.g., 'New Conversation') or a trigger from another app.
- 3
Configure Action
Set up the Lodgestory action (e.g., 'Send WhatsApp Message') with dynamic fields from the trigger.
- 4
Test the Zap
Run a test to verify data flows correctly between apps. Check that messages, tickets, or contacts are created.
- 5
Turn On
Activate the Zap. Monitor the task history for successful runs and troubleshoot any errors.
Use Cases
Form-to-WhatsApp
When a customer fills out a Typeform or Google Form, automatically send a WhatsApp confirmation and create a Lodgestory ticket.
CRM-to-Message
When a deal stage changes in your CRM, send a WhatsApp update to the customer via Lodgestory.
E-Commerce Alerts
When a Shopify order ships, trigger a WhatsApp shipping notification via Lodgestory with tracking details.