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:*, custom_fields:read (loads your custom fields), 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. Includes the contact's tags (comma-separated) and custom fields (custom_field__<key>); testing the trigger shows your most recent real failed messages |
| 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 |
| Attachment Summarized | The AI summary of an image or PDF a contact sent is ready (summary text is untrusted customer content) |
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 |
Team Chat
| Trigger | Fires when |
|---|---|
| New Team Chat Message | A message is posted to a bot-enabled Team Chat channel (never fires for direct messages) |
See Team Chat Bot Integration Recipes for the channel_filter field and a full walkthrough.
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. Every active custom field definition on your account appears as its own input on this step (labeled with the field's name), typed to match — text, number, boolean/checkbox, date, dropdown for select/multiselect, etc. Leave a custom field input blank to skip it. Contact Owner (a team member from the dropdown, or a user ID from an earlier step) is sent in the same request. |
| Update Contact | Update an existing contact. Has the same per-definition custom field inputs as Create Contact. Leaving a custom field input blank always leaves that field unchanged — SendSeven treats a blank value the same as clearing the field, and Zapier commonly sends blank for inputs you never touched, so blanks are never forwarded. To deliberately clear a field, use the separate Set Contact Custom Field action's Clear Field option, or map a step output that is a genuine null. Also has Contact Owner and Remove Contact Owner. |
| Set Contact Custom Field | Set — or, with Clear Field Instead, clear — a single custom field by picking it from a dropdown. The Value input is typed to match the selected field. Useful when you only have one field to update, or when the field to set is itself dynamic (mapped from an earlier step). |
| Delete Contact | GDPR-delete a contact (conversations anonymized, billing preserved) |
| Add Contact Method | Add a platform identifier (phone, email, WhatsApp ID, Telegram ID, Messenger ID, Instagram ID, or WhatsApp BSUID). A Channel is required for Messenger ID, Instagram ID, and WhatsApp BSUID — those identifiers are page- or number-scoped. A WhatsApp BSUID is a separate identifier from a WhatsApp ID (phone number); see Migrating to WhatsApp Business-Scoped User IDs. |
| Add Tag / Remove Tag | Add or remove a tag for segmentation |
| Add to List / Remove from List | Manage contact-list membership |
Custom field values are validated server-side (type, select options, format) before saving — an invalid value produces a clear per-field error naming the field, not a silent failure. If a custom field is deleted from SendSeven after a Zap was built, its input still submits but the step fails with a clear "no longer exists" error rather than corrupting the contact.
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 |
Team Chat
| Action | Description |
|---|---|
| Send Team Chat Channel Message | Post a message to a Team Chat channel as a bot, with an optional attachment (by ID or URL) |
| Send Team Chat Direct Message | Send a bot direct message to a Team Chat user, with an optional attachment (by ID or URL) |
See Team Chat Bot Integration Recipes for channel addressing, attachments, and the bot name field.
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; optionally filter by Contact Owner (a team member, or only contacts without an owner) |
| 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 |
Contact steps (Find, Create, Update, New Contact, Contact Updated) return owner_user_id, owner_name and owner_availability_state. See Contact Owner and Availability and Out of Office.
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
- Migrating to WhatsApp Business-Scoped User IDs — what a BSUID is and how it affects contact methods