Example Zaps – Actions

Get contact

Example Zap:
When a deal is updated in HubSpot, retrieve the contact from ChatWerk and enrich the deal with additional contact attributes.

Typical use cases:

  • Enrich CRM records with ChatWerk data
  • Sync custom contact fields
  • Use ChatWerk attributes in conditional Zap logic

Import contact

Example Zap:
When a new customer is created in Shopify, import the contact into ChatWerk.

Typical use cases:

  • Keep ChatWerk contacts in sync with external systems
  • Prepare contacts for future messaging
  • Centralize contact data across gateways

This action does not send any message to the contact.


Send message template

Example Zap:
When an order is shipped in Shopify, send a delivery update template to the customer via ChatWerk.

Typical use cases:

  • Transactional notifications
  • CRM-driven follow-ups
  • Automated updates from e-commerce or support platforms

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