ZZetra

Zapier

Send leads and tickets into thousands of apps, and ask your agent questions from any Zap.

Overview

Connect Zetra to Zapier and what your agent collects can flow into thousands of other apps, with no code. It works both ways: Zetra can start a Zap when something happens (for example a new lead), and any Zap can ask your agent a question and use the answer in the next step. This guide walks through one complete example: sending new leads to a Google Sheet.

What you can do

Push leads and tickets into your CRM, spreadsheet or inbox the moment your agent captures them.

Good to know

Zetra connects through Zapier's built-in Webhooks by Zapier steps (included in Zapier's paid plans). A listed Zetra app in Zapier's directory isn't published yet.

Before you start

  • A Zetra account with an agent. If you haven't built one yet, create a free account and follow the Quick start.
  • A Zapier account on a plan that includes Webhooks by Zapier.
  • To ask the agent questions from a Zap: a Zetra API key (Settings → API keys in your account) and your Agent ID (Settings → General in your agent).

What you can automate

AutomationHow it works
New leads to your CRM or sheetlead.created starts a Zap that adds the person to HubSpot, Mailchimp, Google Sheets and so on.
Escalations to your team chatticket.escalated posts a message to Slack or Microsoft Teams with the summary.
Draft replies to emailsA new Gmail or Outlook email is sent to your agent; its answer is saved as a draft reply.
Suggested answers on ticketsA new Jira or Freshdesk ticket is sent to your agent; its answer is added as a note.

Send new leads to Zapier

  1. Collect leads with your agent

    Open your agent and click Build → Actions → Create action, then Collect leads. Save and turn it on. (The lead form in Playground → Display also creates leads.)

  2. Create a Zap with a Catch Hook

    1. In Zapier, click Create → Zaps.
    2. For the trigger, choose Webhooks by Zapier and the event Catch Hook, then click Continue.
    3. Copy the webhook URL Zapier shows.

  3. Add the webhook in Zetra

    In your agent, open Settings → Webhooks, paste the Zapier URL into Endpoint URL, tick lead.created and click Add webhook. Then click Send test so Zapier receives an example.

  4. Test the trigger in Zapier

    Back in Zapier, click Test trigger. You'll see the test lead with fields like data__name and data__email. Every event looks like this:

    Example lead.created payload
    {
  "event": "lead.created",
  "createdAt": "2026-09-27T10:15:00.000Z",
  "data": {
    "leadId": "cm1a2b3c4d5e6f",
    "name": "Jane Wanjiku",
    "email": "[email protected]"
  }
}

  5. Add the action

    Add an action step, for example Google Sheets → Create Spreadsheet Row. Sign in, choose your sheet, and map the columns to data__name and data__email. Test the step, then click Publish.

Check it works

Leave your details in the chat on your site (or in the Playground). A new row appears in your sheet within a few seconds.

Ask your agent from a Zap

Add a Webhooks by Zapier → Custom Request action to any Zap:

  • Method: POST
  • URL: https://zetra.chat/api/v1/agents/YOUR_AGENT_ID/chat
  • Headers: Authorization = Bearer YOUR_API_KEY, and Content-Type = application/json
  • Data: the question, mapped from an earlier step:
Data
{"message": "{{the email body or question from an earlier step}}"}

The answer is in message.content in the response. Map it into the next step, for example to create a Gmail draft. The same steps are shown in your agent under Channels → Zapier.

Checking deliveries

Settings → Webhooks lists recent deliveries for each webhook with the response Zapier returned, so you can see whether an event arrived. Each request carries an X-Zetra-Event header with the event name and an X-Zetra-Signature header you can use to verify it came from Zetra.

Events you can use

EventSent when
lead.createdA visitor leaves their details through the lead form or the Collect leads action.
ticket.createdA Helpdesk ticket is created, from email or when the agent escalates.
ticket.escalatedThe agent escalated a chat; includes where it was sent (Zendesk, HubSpot and so on).
conversation.handed_offA chat was handed to a live person (for example through Sunshine).
conversation.rate_limitedA visitor hit your rate limit (Settings → Security).

Troubleshooting

Zapier's Test trigger finds nothing

Possible cause: no event has been sent since you created the Catch Hook.

Solution: Click Send test next to the webhook in Settings → Webhooks, or capture a real lead, then click Test trigger again.
The Custom Request returns 401

Possible cause: the API key is missing, mistyped, or was deleted.

Solution: Create a new key under Settings → API keys and use it in the Authorization header as Bearer followed by the key.

Next steps

API reference →Everything the chat endpoint accepts and returns.viaSocket →Another no-code automation tool, connected the same way.
← EmailviaSocket →