This automation scenario allows you to connect JivoChat and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
JivoChat and Google Sheets can also be integrated using automation tools other than integromat:
When this trigger fires in JivoChat
Triggers when a chat is closed in the agent application.
Then this action happens in Google Sheets
Appends a new row to the bottom of the table.
This guide contains information on how to set up an automatic workflow that allows to Add a row in Google Sheets when a chat is finished in JivoChat.
Part I
First, we need to connect JivoChat and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect JivoChat to Make.com.
Give Make.com access to your JivoChat account, using JivoChat credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for JivoChat
Choose the following trigger: Watch Chat Finished (Triggers when a chat is closed in the agent application.).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between JivoChat and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add a row in Google Sheets when a chat is finished in JivoChat!
Triggers when a new row is added to the bottom of a spreadsheet.
Triggered when a new row is added or modified in a spreadsheet.
Triggers when a new row is added.
Triggers when a new row is added to the bottom of a Google Team Drive spreadsheet.
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
Triggers when a new spreadsheet is created.
Send chat message
Triggers when a new chat is closed in JivoChat's agent application.
Triggers when a chat is closed in the agent application.
Triggers when an agent clicks 'Reply'.
Triggers when a visitor's information has been updated - for example, a visitor filled the contacts form in the chat.
Triggers when a visitor sends an offline message through the chat offline form.
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.