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IntegrationsIntegration Recipes

Integration Recipes

Ready-made automation patterns you can set up with Make.com or Zapier. Each recipe includes the VelaFlows events to subscribe to and the actions to configure.

Notifications

New Conversation to Slack

Get notified in Slack whenever a new customer conversation starts.

Event: conversation.created

Setup:

  1. Create a webhook subscription for conversation.created
  2. Connect to Slack > Send Channel Message

Slack message template:

New {{data.channelType}} conversation

Customer: {{data.contact.name}}
Channel: {{data.channelType}}
Message: {{data.message.content}}

View: https://app.velaflows.com/dashboard/inbox

Variations:

  • Filter by channel type (only WhatsApp, only Telegram)
  • Send to different Slack channels based on priority
  • Include customer phone number for quick context

Unassigned Conversation Alert

Alert your team when a conversation has been waiting without an agent.

Event: conversation.created

Setup:

  1. Subscribe to conversation.created
  2. Add a delay (5 minutes) in Make.com or Zapier
  3. Call the VelaFlows API to check if the conversation is still unassigned
  4. If unassigned, send a Slack/email alert

CRM Sync

Lead Stage Changed to Google Sheets

Log every pipeline stage change to a Google Sheet for reporting.

Event: lead.stage_changed

Setup:

  1. Subscribe to lead.stage_changed
  2. Connect to Google Sheets > Add Row

Column mapping:

Sheet ColumnVelaFlows Field
Timestamptimestamp
Lead Namedata.lead.firstName + data.lead.lastName
Emaildata.lead.email
Previous Stagedata.previousStage.name
New Stagedata.newStage.name
Pipelinedata.pipeline.name

New Lead to Salesforce Contact

Automatically create a Salesforce contact when a new lead is created in VelaFlows.

Event: lead.created

Setup:

  1. Subscribe to lead.created
  2. Connect to Salesforce > Create Contact

Field mapping:

SalesforceVelaFlows
First Namedata.lead.firstName
Last Namedata.lead.lastName
Emaildata.lead.email
Phonedata.lead.phone
Lead Source”VelaFlows” (static)

New Customer to HubSpot

Sync new VelaFlows customers to HubSpot as contacts.

Event: customer.created

Setup:

  1. Subscribe to customer.created
  2. Connect to HubSpot > Create Contact

Field mapping:

HubSpotVelaFlows
First Namedata.customer.firstName
Last Namedata.customer.lastName
Emaildata.customer.email
Phonedata.customer.phone
Source”VelaFlows” (static)

Logging and Tracking

Conversation Closed to Airtable

Log completed conversations to Airtable for analysis and quality review.

Event: conversation.closed

Setup:

  1. Subscribe to conversation.closed
  2. Connect to Airtable > Create Record

Field mapping:

Airtable FieldVelaFlows Field
Conversation IDdata.conversation._id
Channeldata.conversation.channelType
Customerdata.contact.name
Agentdata.agent.name
Durationdata.conversation.duration
Closed Attimestamp
Resolutiondata.conversation.resolution

Message Volume to Google Sheets

Track daily message volumes for capacity planning.

Event: conversation.message.received

Setup:

  1. Subscribe to conversation.message.received
  2. Use Make.com’s aggregation or Zapier’s Formatter
  3. Increment a daily counter in Google Sheets

Advanced Patterns

Multi-Channel Routing

Route events to different tools based on the channel type:

conversation.created
  ├── WhatsApp → Slack #whatsapp-support
  ├── Telegram → Slack #telegram-support
  ├── Instagram → Slack #social-support
  └── Email → Slack #email-support

Setup (Make.com):

  1. Subscribe to conversation.created
  2. Add a Router module after the webhook trigger
  3. Create routes with filters on data.channelType
  4. Each route sends to a different Slack channel

Setup (Zapier):

  1. Subscribe to conversation.created
  2. Use Paths to branch based on data__channelType
  3. Each path sends to a different Slack channel

Lead Enrichment Pipeline

Automatically enrich new leads with external data:

lead.created
  → Look up in Clearbit/Apollo
  → Update lead in VelaFlows
  → Notify sales in Slack

Setup:

  1. Subscribe to lead.created
  2. Use the email to look up the lead in your enrichment tool
  3. PATCH the lead in VelaFlows with additional data
  4. Send a Slack notification with the enriched profile

Escalation on SLA Breach

Alert managers when a conversation exceeds SLA thresholds:

Event: conversation.sla_breached

Setup:

  1. Subscribe to conversation.sla_breached
  2. Send an urgent Slack message to the support manager
  3. Create a task in your project management tool (Asana, Jira, etc.)

Building Your Own Recipe

Every recipe follows the same pattern:

  1. Choose your event — What should trigger the automation? Browse the webhook event catalog for all available events.

  2. Create the subscription — Use the VelaFlows API or dashboard to subscribe to your chosen events with your automation platform’s webhook URL.

  3. Map the fields — The webhook payload contains all the data you need. Map VelaFlows fields to your destination app’s fields.

  4. Add logic — Use filters, routers, and delays to handle edge cases and route events to the right destination.

  5. Test end-to-end — Trigger a real event and verify the entire chain works.

ZapierOverview