Example Zaps – Triggers

Incoming message (message_received)

Example Zap:
When a new message is received in ChatWerk, create a new ticket in Zendesk.

Typical use cases:

• Create or update support tickets
• Notify a Slack channel about new customer messages
• Log incoming messages in a CRM or database

New conversation (conversation_created)

Example Zap:
When a new conversation is created in ChatWerk, add the contact to HubSpot as a lead.

Typical use cases:

• Automatically create leads in CRM systems
• Track new conversations in Google Sheets
• Trigger onboarding or qualification workflows

Conversation assigned (conversation_assigned)

Example Zap:
When a conversation is assigned to an agent, send them a Slack or Microsoft Teams notification.

Typical use cases:

• Alert agents about new assignments
• Track workload or assignment changes
• Update internal dashboards

Conversation opted-in to marketing (marketing_opt_in)

Example Zap:
When a contact opts in to marketing, add them to a Mailchimp or HubSpot marketing list.

Typical use cases:

• Sync marketing consent with email tools
• Start marketing automation flows
• Ensure compliance across systems

Conversation opted-out from marketing (marketing_opted_out)

Example Zap:
When a contact opts out of marketing, remove them from all marketing campaigns in your email platform.

Typical use cases:

• Automatically update consent status
• Maintain GDPR compliance
• Prevent accidental marketing sends

Message button clicked (button_message_replied)

Example Zap:
When a user clicks a button in a ChatWerk message, update the deal stage in HubSpot.

Typical use cases:

• Capture user intent (e.g. “Interested”, “Book a demo”)
• Trigger follow-up workflows
• Route conversations based on button responses