Zapier Integration

Connect IllumiChat to Zapier to automate your workflows across more than 7,000 apps — no code required. Push new leads into your CRM, alert your team in Slack when a ticket is created, sync conversations to a spreadsheet, or have your assistant follow up automatically.

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How It Works

IllumiChat exposes triggers (events that start a Zap) and actions (steps a Zap can run in IllumiChat). You combine them with any other app Zapier supports.

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API Key Scopes

When you create the API key, grant the scopes for the features your Zaps use. The connection wizard reminds you of these:

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Triggers

Triggers are instant — IllumiChat pushes events to Zapier the moment they happen, so your Zaps run in real time rather than polling on a schedule.

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Lead Captured

Starts a Zap whenever a new contact is created — whether a visitor submits the widget lead form or a contact is added to your CRM. The trigger normalizes both into a single contact record so your downstream steps see consistent fields. Output fields: id, name, email, phone, source, isNew, createdAt, assistantId, assistantName. Optional input: restrict the trigger to a single assistant by setting Assistant. Leave it blank to capture leads from every assistant in the workspace. Example Zaps:

• New lead → create a row in Google Sheets
• New lead → add a contact in HubSpot and notify #sales in Slack
• New lead → send a welcome email via Gmail

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Conversation Event

A single trigger covering the conversation lifecycle. Pick which event fires the Zap from the Event Type dropdown: Optional input: scope to a specific assistant with the Assistant field. Example Zaps:

• New ticket → create an issue in Linear or Jira
• Ticket assigned → DM the assignee in Slack
• Live chat queued → alert your support team in Slack or Microsoft Teams
• Live chat ended → log the completed session to a spreadsheet or CRM
• Widget conversation started → notify #sales that a visitor is chatting

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Actions

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Create or Update Contact

Adds a contact to your IllumiChat CRM or updates an existing one (matched by email). Useful for keeping IllumiChat in sync with leads that originate in other tools. Requires the contacts:write scope. Example Zap: New Typeform submission → Create or Update Contact in IllumiChat.

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Create Ticket

Creates a support ticket in IllumiChat. Tickets created this way start in status new with source api. Optionally link the ticket to an existing CRM contact by email. The action fails if no contact matches — add a Find or Create Contact step before it when the contact might not exist yet. Requires the tickets:write scope. Example Zap: New angry review in Trustpilot → Create Ticket assigned to your support queue.

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Update Ticket

Updates an existing ticket’s status, priority, subject, or description. Map the Ticket ID from a Conversation Event trigger (every ticket event includes data.ticket.id) or from an earlier Create Ticket step. Setting the status to resolved or closed also stamps the ticket’s resolved/closed time. Requires the tickets:write scope. Example Zap: Jira issue closed → Update Ticket to resolved in IllumiChat.

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Send Message to Conversation

Sends a message into an existing conversation. Requires the chat:write scope.

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Searches

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Find Contact

Looks up a contact in your IllumiChat CRM by exact email address. Pair it with Create or Update Contact using Zapier’s create if not found option to get find-or-create behavior in one step. Requires the contacts:write scope.

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Testing With Sample Data

When you click Test trigger in the Zap editor, IllumiChat returns a representative payload so you can map fields before any real event fires:

• If your workspace has received a recent event of that type, Zapier shows that real payload.
• Otherwise it shows a fixture with placeholder values, so you can still build and map your Zap.

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Managing the Connection

• A Zap’s connection is tied to the API key you pasted. Revoking that key in Settings → API Keys disconnects every Zap using it.
• Turning a Zap off in Zapier automatically removes its event subscription in IllumiChat, so you stop receiving deliveries for it.
• The Zapier “account” label shows your workspace name, so you can tell multiple workspace connections apart.

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Troubleshooting