Webhooks

• Webhooks v2

  TimelinesAI webhooks notify external systems (that you have connected through Webhooks endpoints) about events happening in a TimelinesAI workspace in real time. You can create up to 10 webhooks per workspace at a single point in time. But if you need more webhooks, you can buy an add-on. This documentation will explore how to set up, manage, and optimize webhooks in your TimelinesAI workspace, ensuring seamless integration with your external systems. Add Webhook Endpoint URL (1-add-webhooFew readers

• Zapier.com: how to use TimelinesAI webhooks as a trigger

  via Zapier.com How to create a webhook module to catch data from your TimelinesAI webhook Open the existing Zap or create a new one Add a new step Search and select Webhooks by Zapier Select Catch hook event and click Continue (https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/screenshot-2024-06-12-1347391d2shgv.pnFew readers

CRMs

• TimelinesAI and Zoho CRM Integration

  You may sync new contacts from WhatsApp to Zoho CRM (and CRM Plus) through TimelinesAI-Zoho CRM Integration. How to setup the Zoho CRM Integration on TimelinesAI Things to keep in mind before integrating TimelinesAI with Zoho CRM: This integration syncs WhatsApp contacts and chats to Zoho CRM Only the workspace owner can establish the connection (Master connection) You'll see the Zoho CRM section available within the sidebar that's on the left: (https://storage.crisp.chat/userSome readers

• WhatsApp and HubSpot Integration on TimelinesAI

  How to setup WhatsApp integration with HubSpot using TimelinesAI Sign-in into TimelinesAI or register a TimelinesAI Account if you don’t have it already; Connect your WhatsApp account to TimelinesAI by navigating to "My account" tab, within the WhatsApp section; generate and scan the QR code with your WhatsApp mobile application (works both with regular and business WhatsApp accounts); Navigate to the HubSpot Integration section (https:/Some readers

• TimelinesAI and Salesforce Integration

  TimelinesAI allows you to integrate WhatsApp with Salesforce. Our native Salesforce Integration will sync your WhatsApp contacts on Salesforce, as well as your WhatsApp chats. You'll find more details about how you can integrate Salesforce with WhatsApp on TimelinesAI. How does the Integration Work? Whenever you get a new chat on WhatsApp, the system will sync the messages into its respective Lead on Salesforce, based on the contact's phone number and name. Chats will be synFew readers

• Embedded WhatsApp Chat View in HubSpot

  The WhatsApp-HubSpot integration enables seamless communication with your contacts and deals directly within HubSpot’s interface. By using the embedded chat view, you can manage conversations, view chat history, and interact with contacts without switching platforms. This integration supports both contacts and deals, allowing you to filter and track all associated chats easily. You can start new chats, reply to existing conversations, manage images and attachments, add emojis, and track messageFew readers

• Native Zapier Integration

  TimelinesAI Zapier Integration allows to synchronize your WhatsApp communications with external systems (such as CRMs) and to automate messaging as a part of your business flows. With TimelinesAI, you can connect and dynamically select the WhatsApp account to be used for receiving and sending text messages, file attachments, messaging in groups, and much more. Before you start, please make sure that you are well acquainted with Zapier automation concepts: Welcome to Zapier Platform UI (https:Popular

• Sharing Files via Public API

  You can share files via Public API, by first uploading them to TimelinesAI. We'll go over the steps on how you can upload and use these files in your automated messages. Upload a file to TimelinesAI To upload a file to TimelinesAI, please follow these steps: Head to Integrations and then, click on the Uploaded Files tab Click on the green "Upload file" button and seleFew readers