A Zapier account
Your Verse API Key
Your Velocify Client ID
Your Velocify Provider Name
Action or Status IDs for updating leads

Available Zap Functions:

Send New Leads from Velocify to Verse
Qualified Lead updates to Velocify
Unqualified Lead updates to Velocify
See Verse conversations inside of Velocify
End Verse engagement from Velocify

Note: This integration can be somewhat complex and does require familiarity with Zapier. If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.

How to locate Action & Status ID numbers in Velocify

In the upper right hand corner of Velocify click on the Profile Name then Administration and finally Statuses & Actions

In the upper left side you will see two tabs “Manage Statuses” & “Manage Actions”. Click on the appropriate tab.

Off to the right of each action or status you will see an “Edit” link. Click on that link.

The URL of this page will have the Action or Status ID as a URL Parameter.

StatusId vs. ActionId in Velocify

When updating a lead in Velocify, we can either pass an ActionId or a StatusId.

Using the StatusId is the most direct way to update a lead’s status.
ActionId’s also update a leads status but can be used when more than one path leads to the same status.

For example, you may have ActionIds for “Not Interested”, “Unresponsive”, and “Credit”. All of those Actions will result in the same status “Unqualified”.

Send New Leads from Velocify to Verse

Step 1 - Create a Trigger from the Catch Hook Event

The first step in this process is to create a new Trigger from the Webhooks by Zapier App. Next, select Catch Hook from the Event dropdown.

Skip the Set up trigger section, this won't be necessary for the integration. At this point, we need a test lead to be sent to our Webhook. Take note of the webhook URL, as this will be used when we create a new post in Velocify.

Step 2 - Create a New Post in Velocify

In Lead Manager, open the Menu, then under Administration find the option named Manage Posts under Communication. On the next page, select Add New Post.

Fill out the following fields:

Title - This can be anything, “Leads to Verse” is common
URL - Webhook URL generated in Zapier
Type - Must be JSON Post
Header - Not used by Verse
Success Regex - Not used by Verse
Body - More info below

The Body must be in JSON format. The Body values for each key in the Body should be made from Velocify Field Tags (Merge Fields). A list of available Field Tags can be found in the top right hand corner of the New Post area, right under ‘Return to Manage Posts’.

Here is a sample of JSON format that includes Field Tags.

{
    "channelWebsite": "{Lead.LeadSource}",
    "firstName": "{First Name}",
    "lastName": "{Last Name}",
    "email": "{Email}",
    "eveningNumber": "{dropchar({Home Phone}|( )-)}",
    "dayNumber": "{dropchar({Day Phone}|( )-)}",
    "cellNumber": "{dropchar({Mobile Phone}|( )-)}",
    "postalCode": "{Property Zip Code}",
    "street": "{Property Street}",
    "state": "{Property State}",
    "city": "{Property City}",
    "leadComment": "",
    "zapierLeadId": "{Lead.Id}",
    "Leadtype": "{Lead.LeadType}",
    "LoanPurpose": "{Loan Purpose}",
    "customFields": {}
}

Finally, click on Delivery/Drip Settings tab at the top of the New Post area. This section will allow you to set up the conditions that must be met before Velocify will forward the lead information to Verse. In most cases the trigger will be the New status and set to Send Immediately. If you have routing rules in your Velocify, it is advised that you add a 3-5 minute delay as the assigned user information does not get created with the lead immediately, but is added after a few moments.

Step 3 - Send a Test Lead

Once your new post has been created in Velocify, manually create a new lead in Velocify based upon the conditions you set up. Once the lead has been created, click the "Test trigger" button and you should see the lead you created. These fields will be used to map the data going into Verse.

Step 4 - Add a Filter (Optional)

If you don't want to send every new lead created in Velocify over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field you send over from Velocify.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Step 5 - Add a Create Lead Action

Start by adding a new Action step with the Verse App. Select Create Lead from the Event dropdown, then click on Continue.

Once you're signed in, click Continue.

Next, you will map over all the standard fields into Verse. The most important fields are usually:

First Name
Last Name
Email
Phone Number
Lead Type
Lead Source
External Lead Id (Please store the Velocify Lead ID here!)

Storing the External Lead Id is critical for smoothly updating the lead in Velocify after Verse either Qualifies or Unqualifies a lead.

Lastly, you'll be asked to test the Action. This will actually create a real lead in Verse, and the Verse platform will begin engaging with that lead, so please be aware not to send a real lead into the platform by mistake. You can click on Skip test to avoid. Otherwise, if you do end up sending in a test lead inadvertently, you can quickly end the convo from the Verse dashboard. For more information please check our guide here: How to end a conversation.

Finished!

Qualified Lead updates to Velocify

You can automatically update your leads in Velocify with a Verse qualification summary and update your Lead Status in Velocify so that your sales team can take it from there.

Step 1 - Create a Trigger from the New Qualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Qualified Lead Event and click Continue.

After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any qualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

Once you see the test lead show up, click Continue and move on to the next step.

Step 2 - Add a Webhooks by Zapier Action

Next, you will use a webhook to send a request to Velocify to update the lead with a Status Id or a Action Id. Add a Webhooks by Zapier Action, and select POST from the Event dropdown.

Next, we need to set up the webhook so it can send requests to Velocify. This is where you will need to use your Client Id, Provider Id, and Status or Action IDs.

https://import.prod.velocify.com/Update.aspx?Provider={{Provider}}&Client={{Client Id}}&LeadId={{External Lead Id}}&&ActionId={{Action Id}}&XmlResponse=true

Next, copy the Velocify URL into the URL field and replace {{Client Id}} with your Client Id and {{Provider}} with your Provider Id. Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop-up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Ensure that the Payload Type is form. Enter the StatusId or ActionId that is related to a qualified lead in the URL section.

To add the Verse Summary to this qualified lead record in Velocify, you will add a field called Comment in the data section. The field should go on the left and the value, which is the Verse Summary field should go on the right. The ending result should look like the screenshot below.

Click Continue to move on to the Test action section. Typically you'll want to skip the test as there may not be any leads in Verse to pull the External Lead Id from, however, you can temporarily replace the External Lead Id field in the URL with an existing Lead ID to confirm the webhook settings are correct.

Finished!

[Back to the top]

Unqualified Lead updates to Velocify

You can automatically update your leads in Velocify with a Verse unqualification summary and update your Lead Status in Velocify so that your sales team can take it from there.

Step 1 - Create a Trigger from the New Unqualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Unqualified Lead Event and click Continue.

Once you see the test lead show up, click Continue and move on to the next step.

Step 2 - Add a Webhooks by Zapier Action

Next, you will use a webhook to send a request to Velocify to update the lead with a Status Id or a Action Id. Add a Webhooks by Zapier Action, and select POST from the Event dropdown.

Next, we need to set up the webhook so it can send requests to Velocify. This is where you will need to use your Client Id, Provider Id, and Status or Action IDs.

https://import.prod.velocify.com/Update.aspx?Provider={{Provider}}&Client={{Client Id}}&LeadId={{External Lead Id}}&&ActionId={{Action Id}}&XmlResponse=true

Next, copy the Velocify URL into the URL field and replace {{Client Id}} with your Client Id and {{Provider}} with your Provider Id. Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop-up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Ensure that the Payload Type is form. Enter the StatusId or ActionId that is related to a qualified lead in the URL section.

Finished!

[Back to the top]

See Verse conversations inside of Velocify

You can log each conversation in real time as it's happening as "Comments" in Velocify, so it can easily be referenced within your Velocify Action History for each lead. This includes 2-way SMS transcripts, notes left by Verse reps, Verse Call Attempt logs, and email attempts. Your sales team will be able to easily reference a complete interaction history with each lead.

**Step 1 - Create a Trigger from the New Lead Activity Event**

Once you've created a new Zap using the Verse App, the first step is to select the New Lead Activity Event and click Continue.

Note: you'll be asked to authenticate with your Verse account if you haven't already done so. If this is your first time authenticating Verse with Zapier, check out our How to Get Started with Verse on Zapier Guide.

Once you choose your account, test the trigger to pull in sample data and move on to the next step.

**Step 2 - Add a Webhooks by Zapier Action**

Next, you will use a webhook to send a request to Velocify to update the lead with a Status Id or a Action Id. Add a Webhooks by Zapier Action, and select POST from the Event dropdown.

You will need to use your Client Id, Provider Id, and Status or Action IDs.

https://import.prod.velocify.com/Update.aspx?Provider={{Provider}}&Client={{Client Id}}&LeadId={{External Lead Id}}&&ActionId={{Action Id}}&XmlResponse=true

To add the Activity to this lead record in Velocify, you will add a field called Comment in the data section. The field should go on the left and the value, which is the Verse Note field, should go on the right. The ending result should look like the screenshot below.

Skip the test, click on Publish Zap and you're done! Verse Activity should look something like this in Velocify:

[Back to the top]

End Verse engagement from Velocify

Ending a Verse conversation with a lead right from Velocify is possible by making use of another Catch Hook.

Step 1 - Create a Trigger from the Catch Hook Event

The first step in this process is to create a new Trigger from the Webhooks by Zapier App. Next, select Catch Hook from the Event dropdown.

Skip the Set up trigger section, this won't be necessary for the integration.

At this point, we need a test lead to be sent to our Webhook. Click on Copy, next to the webhook URL.

Step 2 - Create a New Post in Velocify

In Lead Manager, open the Menu, then under Administration find the option named Manage Posts under Communication. On the next page, select Add New Post.

Fill out the following fields:

Title - This can be anything, “Stop Conversation in Verse” is common
URL - Paste the Webhook Url into this field.
Type - Must be JSON Post
Header - Not used by Verse
Success Regex - Not used by Verse
Body - More info below

In the Delivery/Drip Settings of the post, determine what conditions you want to use trigger the event.

Once the webhook is set up in Velocify, test the POST out and you should receive a test lead that can be used to map the rest of the fields.

Once you have a sample Lead you can move on to the next step.

Step 3 - Add a Stop Conversation Action

Start by adding a new Action step with the Verse App. Select Stop Conversation (Unqualify) from the Event dropdown, then click on Continue.

Note: If you prefer to have the lead displaying as Qualified, please use the End Conversation (Qualify) Event instead.

Once you're signed in, click Continue. If you want to be able to stop conversations in any of your subaccounts, set Apply to entire team? to Yes, otherwise set it to No. Next, you will map over either the Email, Phone, or LeadId (Verse ID) to find the lead.

Lastly, you'll be asked to test the Action. For now click on Skip test to avoid halting any live conversations, though it would most likely return an error if you don't have any active leads in Verse.

Finished!

[Back to the top]