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How to connect Zapier to Messcat?

How to connect your Zapier to Messcat?

There are 3 ways to connect your Messcat account to Zapier:

1. Through Zapier’s website(Using Phone Number and Password)

To connect your Messcat account to Zapier within a Zap using phone number and password, follow these steps:

  1. Head to Zapier and create a new Zap using the button on the top right
  2. Setup your Zap and select “Messcat” as the “App” within the trigger or action based on your needs

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  3. Select your trigger/action event from the available list

  4. In the “Account” section, click on “Connect a new account”

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  5. Within the popup, fill in the phone number and password you usually use to login to Messcat.

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  6. If you are a part of multiple teams, fill the team ID field to ensure that you only use Zapier with your selected team. To find your team ID, go to Messcat, click on your profile icon on the top right, and click the “Copy” button next to your team name

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  7. You can leave the Refresh Token empty, and click “Yes, Continue to Messcat”

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Your Messcat account is not connected to Zapier! You can continue building the rest of your ZAP according your requirements

2. Through Zapier’s website(Using Team ID and Refresh Token)

If you do not login through the phone number and password combination, you can use Team ID and Refresh Token to connect your Messcat account to Zapier

  1. Follow steps 1 to 4 from the previous section
  2. Fill in the “Team ID” and “Refresh Token” fields in the popup
  3. To find your team ID, go to Messcat, click on your profile icon on the top right, and click the “Copy” button next to your team name

    Screenshot 2024-11-27 at 12.34.09 PM.png

  4. To get your refresh token, follow these steps:

    1. Head over to Messcat, hover over the “Developer” section in sidebar on the left-hand side, and click on “Webhook”

      Screenshot 2024-11-27 at 12.45.09 PM.png

    2. Click the three dot menu in the top right corner and select “Generate Refresh Token”

      Screenshot 2024-11-27 at 12.48.06 PM.png

    3. In the popup, click on the “Generate” button

      Screenshot 2024-11-29 at 3.45.43 PM.png

    4. Once your Refresh Token is generated, click the copy button and paste it in the “Refresh Token” section in Zapier

      Screenshot 2024-11-29 at 3.49.12 PM.png

2. Through Messcat’s website

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Within the Action Node of Messcat, you can easily create a new Zap. This integration allows you to leverage any of Zapier’s functions, enhancing your workflows by automating tasks directly through your message flows. The key requirement is that the Zap must be newly created within Messcat, ensuring a seamless and tailored automation experience right from the start.

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