Webhooks
Webhooks v2
TimelinesAI webhooks allow to notify an external system when specific events occurs within your TimelinesAI workspace in real-time. Multiple webhooks can be created per workspace. The default limit for the number of webhooks per workspace is set to 10. If you need to increase this limit, you can purchase a paid add-on. For more information please contact support team. To Create Webhooks Open Integrations from the main navigation menu then open Webhooks v2 tab then clickFew readersZapier.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 readersWhatsApp 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 readersHow does the WhatsApp-Pipedrive Integration work on TimelinesAI?
How to integrate WhatsApp with Pipedrive Register a TimelinesAI profile if you don't have it already; Connect TimelinesAI with Pipedrive, via the Pipedrive Integration section. The platform will ask you for permission access and then, we'll install our TimelinesAI Integration app into your Pipedrive workspace; You may invite your team members, so they can also connect their own Pipedrive accounts. You and your team members will beFew readersTimelinesAI 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
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:PopularSharing 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