Verse Zapier integrationAutomate Verse with Zapier.
The Verse Zapier integration gives you 6 triggers, 5 actions and 1 search, and all six triggers are instant. A new, qualified or taken-over conversation can start a Zap the second it happens, and Zapier can create, update, qualify or close conversations in return.
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What the Verse Zapier integration actually does
Verse runs text conversations with your leads and uses AI to sort the good ones from the rest. The Zapier integration plugs those conversations into your other tools: a change in Verse can start an automation, and an automation elsewhere can open, edit or close a Verse conversation without anyone touching the Verse screen.
A handoff alert. Conversation Taken Over fires when a conversation is taken over, so the rep who now owns it can hear about it in the tool they already watch, instead of finding out by chance.
A clean opt-out. When someone unsubscribes in another system, DNC (Opt-Out) ends their Verse conversation with the Stop Contact reason. The texts stop on both sides, not only in one tool.
A closed deal, flagged. When a deal is won elsewhere, Update Conversation can switch Conversation Converted to true, so Verse knows which chats ended in a sale.
What Zapier does not do for Verse: there is no action to delete a conversation, no find-or-create shortcut, and no way to pull in conversations that existed before the Zap was switched on. The only search, Find Conversation, looks up one conversation at a time. Before you pick a tool, the Make vs Zapier and n8n vs Zapier comparisons set the criteria side by side.
Zapier vocabulary in one minute
Eight words show up on every Zapier screen. Here is what each one means, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier sits and waits for it, then hands over to the actions.
- Action
- What the Zap does after it starts: the step that writes, sends or changes something for you in an app such as Verse.
- Task
- The unit Zapier bills. One task is one action that your Zap completes successfully, and your plan counts those.
- Instant vs polling trigger
- An instant trigger is reported by the app the moment it happens. A polling trigger is checked by Zapier on a timer instead.
- Filter
- A step that lets the Zap go on only when what arrived meets the condition you set, and stops it there otherwise.
- Search step
- A step that looks up something that already exists in an app, so the next steps can reuse what it found.
- Connection
- Your Verse account linked to Zapier once, then reused by every step of every Zap that talks to Verse.
What a Verse Zap really costs
Verse is not a premium app, so it works on the free plan. The bill comes from tasks, and only actions make tasks.
- Free plan100 tasks a month, unlimited Zaps
- TriggerNever billed
- Failed actionNot billed
- Verse triggers6 instant, 0 polling
A trigger never costs a task, and neither does Zapier listening for new events. Each action that succeeds counts once, so a Zap with three actions uses three times more than a Zap with one. An action that fails is not counted. The free plan gives 100 tasks a month and builds two-step Zaps only: one trigger, one action. Add a filter, a search or a second action and you have a multi-step Zap, which needs a paid plan. The interval grid below only concerns polling triggers, and Verse has none.
Connect your Verse account in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need a Verse account first, plus access to any conversations you do not own yourself but want the Zap to touch.
- 02
Find Verse and start the link
Type Verse in the search box of the dialog, pick it from the list, then click Add connection. A new browser tab opens on the Verse side, where the rest happens.
- 03
Sign in and grant access
Log in to Verse in that tab and allow Zapier to reach the account you want to automate. The connection is saved once and every Verse step of every Zap reuses it.
Your first Verse Zap
GoalWhen a conversation is unqualified and matches a condition you choose, mark that customer as do-not-contact in Verse.
- 01
Build the trigger
Create a Zap, pick Verse as the app and New Unqualified Conversation as the event, then choose the Verse connection saved earlier.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of your account, so you set up the next steps on a real conversation, not an empty one.
- 03
Add the filter
Click the plus icon, add Filter, then pick a field, a rule and a value. Use a text rule on text: a mismatched rule is why filters never pass.
- 04
Add DNC (Opt-Out)
Add Verse again with the DNC (Opt-Out) event. Choose the key in Search By and map the matching value from the trigger into Search Value.
- 05
Test, then publish
Test each step and read what came back. Then click Publish. With a filter this is a multi-step Zap, so it needs a paid plan.
Verse triggers: 6 instant events
6 events start a Zap when something happens in Verse, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.
New Conversation Activity
Instant triggerIn Zapier“Trigger when a new activity on a conversation is added.”
Every time something new is added to a conversation, this trigger starts your Zap. It is the widest of the six: it catches movement inside conversations that already exist, not only new ones.
New Conversation Created
Instant triggerIn Zapier“Trigger when a conversation has been created.”
A conversation appears in Verse, and the Zap runs. This is the starting gun of the funnel, before any qualification has happened.
New Qualified Conversation
Instant triggerIn Zapier“Trigger when a conversation has been qualified.”
Here the Zap waits for the outcome everyone cares about: a conversation that Verse marks as qualified. Zapier highlights this trigger on the app page.
Conversation Taken Over
Instant triggerIn Zapier“Trigger when a conversation has been taken over.”
When a conversation gets taken over, this event goes off. It marks the moment a conversation leaves its automatic flow and needs someone to own it.
Conversation Assigned
Instant triggerIn Zapier“Trigger when the assignee of a taken-over conversation changes, including when it is unassigned.”
Reassignments are what this one tracks: it runs when the assignee of a taken-over conversation changes, and also when the conversation is left without an assignee.
New Unqualified Conversation
Instant triggerIn Zapier“Trigger when a conversation has been unqualified.”
The mirror image of the qualified trigger: the Zap starts when a conversation is marked as unqualified in Verse.
Verse actions
Verse gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Operations index
End Conversation (Qualify)
ActionIn Zapier“End and qualify a conversation.”
Closes a conversation and qualifies it in the same move.
Create Conversation
ActionIn Zapier“Create a new conversation.”
Opens a brand new conversation in Verse from another tool, which Zapier features on the app page.
DNC (Opt-Out)
ActionIn Zapier“End a Conversation with the reason of "Stop Contact".”
Ends a conversation with the Stop Contact reason, the do-not-contact flag of Verse.
Stop Conversation (Unqualify)
ActionIn Zapier“Stop and unqualify a conversation.”
Halts a conversation and marks it unqualified.
Update Conversation
ActionIn Zapier“Update an existing conversation.”
Changes a conversation that already exists. Among its settings, Conversation Converted is set to true when the conversation turned into a sale.
The Verse search
1 search step looks for data that already exists in Verse, so a later step can use it.
A search step finds a conversation that already exists, so a later step can act on it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a clean single match.
Find Conversation
SearchIn Zapier“Search for a conversation by name, email, phone, conversation ID, or external ID.”
Looks up one conversation using its name, email, phone, conversation ID or external ID, and hands it to the next steps.
The three settings every search exposes
- Successful if no search results are found?Left on its default, a search that finds nothing stops the Zap and skips the steps that depended on it. Switched on, the Zap carries on empty-handed.
- Create X if it doesn't exist yet?This box turns a search into a find-or-create. Verse offers no such variant on Zapier, so the box is not available here.
- If multiple search results are found?Three exits when several conversations match: keep the first, which is the default, stop the Zap, or pass all of them on.
When a Verse Zap breaks
Zapier attaches no help article to Verse and lists no Verse-specific limit. What breaks here are the general Zapier rules.
Four cases cover most surprises. If a Zap still misbehaves after these, the Zapier troubleshooting page walks through the next checks.
Old conversations never show up
A Zap only reacts to what happens after it is switched on. Conversations created or qualified before that stay in Verse; moving that backlog is a separate job.The Zap keeps firing itself
Create Conversation in a Zap started by New Conversation Created writes exactly where the trigger watches. Each run fires the next, and the task count drains fast.A big import gets held back
After a bulk import, a trigger that suddenly returns a huge batch can be paused by Zapier's flood protection.The search finds nothing
By default an empty Find Conversation stops the Zap at that step and the update after it never runs. Turn on the empty-result setting if that is fine.
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