Zapier
The official SendSeven Zapier integration lets you wire your messaging platform into more than 7,000 apps — CRMs, spreadsheets, ticketing tools, databases, and more — without writing code. Trigger Zaps from incoming messages, push new contacts into SendSeven, look up conversations, and keep everything in sync.
Install the integration
SendSeven's Zapier app is currently invite-only while it completes Zapier's public review. Use the invite link below to add it to your Zapier account:
Once you've accepted the invite, "SendSeven" appears in the Zap editor's app picker like any other Zapier app.
Connect your account
SendSeven uses OAuth 2.0 for Zapier. When you add a SendSeven step to a Zap and create a connection:
- Click Sign in to SendSeven.
- You're redirected to the SendSeven consent screen at
app.sendseven.com. - Review the requested permissions and click Authorize.
- Zapier stores the access and refresh tokens and refreshes them automatically — no manual API token handling required.
The connection requests the scopes needed for messaging, contacts, conversations, tags, and webhook registration (messages:*, contacts:*, conversations:*, tags:*, webhooks:*, channels:read, knowledge_base:read). Triggers register webhook subscriptions on your behalf, so the webhook scopes are required.
Triggers
Triggers start a Zap when something happens in SendSeven. SendSeven triggers are real-time (webhook-backed) wherever possible.
Messaging
| Trigger | Fires when |
|---|---|
| New Message Received | An inbound message arrives on any channel |
| Message Sent | An outbound message is sent |
| Message Delivered | Delivery is confirmed |
| Message Read | A read receipt is received |
| Message Failed | A message fails to send |
| Trigger | Fires when |
|---|---|
| Email Received | An inbound email arrives |
| Email Sent | An outbound email is sent |
| Email Delivered | An email is delivered |
| Email Opened | An email is opened |
| Email Bounced | An email bounces |
| Email Complained | A spam complaint is received |
| Link Clicked | A tracked link is clicked |
Conversations
| Trigger | Fires when |
|---|---|
| New Conversation | A new conversation starts |
| Conversation Closed | A conversation is closed |
| Conversation Assigned | A conversation is assigned to a team member |
| Conversation Reopened | A closed conversation is reopened |
Contacts
| Trigger | Fires when |
|---|---|
| New Contact | A contact is created |
| Contact Updated | A contact is updated |
| Contact Deleted | A contact is deleted |
| Contact Subscribed | A contact subscribes |
| Contact Unsubscribed | A contact unsubscribes |
Campaigns
| Trigger | Fires when |
|---|---|
| Campaign Message Sent / Delivered / Read / Failed | A messaging-campaign message reaches that state |
| Campaign Email Sent / Bounced | A campaign email reaches that state |
Actions
Actions let a Zap create or change data in SendSeven.
Messaging
| Action | Description |
|---|---|
| Send Message | Send a message on any channel (WhatsApp, Telegram, SMS, Messenger, Instagram, Email) |
| Send Email | Send an email with subject, HTML body, and CC/BCC |
| Send WhatsApp Template | Send a pre-approved WhatsApp Business template |
| Send WhatsApp Interactive | Send an interactive WhatsApp message (buttons / list) |
Contacts
| Action | Description |
|---|---|
| Create Contact | Create a new contact |
| Update Contact | Update an existing contact |
| Delete Contact | GDPR-delete a contact (conversations anonymized, billing preserved) |
| Add Contact Method | Add a platform identifier (phone, email, WhatsApp/Telegram/Messenger/Instagram ID) |
| Add Tag / Remove Tag | Add or remove a tag for segmentation |
| Add to List / Remove from List | Manage contact-list membership |
Conversations
| Action | Description |
|---|---|
| Assign Conversation | Assign a conversation to a team member |
| Close Conversation | Close a conversation (optional notes, AI summarization) |
| Reopen Conversation | Reopen a closed conversation |
| Create Internal Note | Add an internal note to a conversation |
Knowledge Base
| Action | Description |
|---|---|
| Query Knowledge Base | Run an AI-powered search across your knowledge base and return an answer with citations |
Searches
Searches look up existing records so later Zap steps can use them. Most pair with a "create" action as a find-or-create step.
| Search | Description |
|---|---|
| Find Contact | Find a contact by phone, email, or name |
| Find Conversation | Find a conversation by contact or filters |
| Find Conversation by ID | Look up a specific conversation by its ID |
| List Contact Lists | List your contact lists |
Example Zaps
- CRM lead → WhatsApp welcome. Trigger on a new CRM record, use Find Contact (or Create Contact), then Send WhatsApp Template.
- Closed conversation → spreadsheet. Trigger on Conversation Closed, append a row in Google Sheets with the conversation summary.
- Inbound message → ticket. Trigger on New Message Received, create a ticket in your help desk, then Create Internal Note back in SendSeven with the ticket link.
Next steps
- n8n — self-hostable workflow automation with an AI-agent tool
- Make.com — visual scenario builder
- Webhooks — the event layer that powers Zapier triggers
- Authentication — API tokens and OAuth