1. Go to Zapier.com
  2. Create an account, log in, and go to ‘Make a Zap!’ on the top right.
  3. Choose Trigger app -> search for and select ‘Webhooks by Zapier’.
  4. Click on Catch Hook -> click ‘Save + Continue’.
  5. "Pick off a Child Key" -> ignore this field, click ‘Continue’.
  6. View Webhook -> a custom web-hook URL is shown. Click on ‘Copy to Clipboard’ to copy it. It's needed to connect your Lily environment with Zapier.
  7. Open a new tab and go to Lily.
  8. Navigate to 'My Webhook' (click on the circle on top-right to open the sub-menu).
  9. Paste the custom webhook URL that you've just copied into Webhook URL field.
  10. Give it a name, for example "Zapier webhook", and click 'Save'.
  11. Go back to Zapier.
  12. Go to ‘Test this step’.
  13. Click ‘Ok I did this’.  
  14. Now Zapier is waiting for input from the webhook. To give this input, quickly go back to Lily and add a new Contact. Name it "Test Zapier" for example and save the contact. You can delete this contact later on, this is only needed for Zapier to receive data from Lily through your newly added webhook.
  15. Go back to Zapier; the test should’ve been completed and the webhook should be successful.
  16. Add a second step to Zapier -> click on Choose app and search for ‘Filter by Zapier’, click Save + continue. This will add a filter so you will only receive a message when something has been added with a specific tag.
  17. In the first field, look for ‘Object Tags’ and select it. In the second field, select ’(Text) contains’. In the third field, enter the tag you’re going to use in Lily. For example, name it ‘autoslack’, as seen in the 'Setting up the filter' example below. Click ‘Test & continue’ to save. 
  18. Zapier is now sending a message, but it needs a destination. Therefore, add a third step. Search for 'Slack' and select it. Now you have to give Zapier access to your Slack environment by logging in.
  19. Once done, click continue in Zapier and select ’Send channel message’ to post a message to a specific channel or select ‘Send direct message’ if only you want to receive a message with every new contact.
  20. Now go to Edit Template to change the message. For example, use; "New contact added with #autoslack tag: https://app.hellolily.com/#/contacts/{{33880764__object__id}}" , so it automatically sends a message with a link to the new contact. It uses the object ID which is the number of the contact. You can change all the bot settings to what you like, but it’s not necessary.
  21. Now test the step and see if it all works. If you followed the steps and all tests for every step completed, it should work! When you create a contact in the future with #autoslack as a tag, a message is sent in Slack. Awesome!

Setting up the filter:

Setting up Slack Channel message:

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