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Authvia Zapier integrationAutomate Authvia with Zapier.
The Authvia Zapier integration gives you 2 triggers and 5 actions. Both triggers are instant and follow Authvia conversations, the text exchanges used to request a payment. The actions open, remind, resolve, fail or read a conversation.
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What Authvia and Zapier do together
Authvia lets a business request and collect payments through simple text messages. Each request lives in a conversation. Zapier connects those conversations to your other tools without code: a new or changed conversation starts an automation, and Zapier can open, nudge or close conversations in Authvia.
Three results people get from it. Payment requests without typing: New Conversation sends a request to a mobile number, with the topic you set. Polite follow-ups: Conversation Reminder texts the customer again about a payment conversation still open. Clean records: Resolve Conversation closes a conversation as successful, for instance when the customer paid another way, and Fail Conversation marks one that did not work out.
What Zapier does not do here: there is no search step, so you cannot find a conversation by customer name or number. Every action except New Conversation needs a Conversation ID that has to come from an earlier step. Nothing handles refunds or customer records.
One setting deserves attention. New Conversation has a Realtime option: send the text right away, or let Authvia wait until it judges the time polite. Leave it off and the text may not go out when you expect.
Authvia also has an Authvia Make integration, and if you are still choosing a platform, our n8n vs Zapier comparison sits next to it.
Zapier vocabulary in one minute
Seven words come back all over this page. Here they are once, 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 that starts the Zap, such as a new Authvia conversation. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does after it starts: the step that opens, reminds or closes a conversation for you, like New Conversation.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully, and your plan counts those.
- Polling vs instant
- Zapier checks a polling trigger on a timer. An instant trigger, like both Authvia triggers, is reported by the app the moment it happens.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and quietly stops it otherwise.
- Connection
- Your Authvia account linked to Zapier a single time, then reused by every trigger and step that touches Authvia.
What an Authvia Zap really costs
Zapier bills what your Zap does, not what it waits for.
- Free plan tasks100 per month
- Free plan Zap size2 steps: 1 trigger, 1 action
- Authvia premium appNo
- Authvia triggers2, both instant
The trigger never costs a task, and neither does Zapier looking out for new events. Each action that succeeds counts as one task, and in a Zap with several actions every success counts on its own. Get Conversation is an action here, so reading a conversation costs a task too. A failed action is not counted. The free plan gives you 100 tasks a month and Zaps of two steps. A filter makes the Zap multi-step, which needs a paid plan. Authvia is not a premium app.
Connect Authvia to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You do this once per Authvia account, and every Authvia step reuses the connection afterwards.
- 02
Pick Authvia
Search for Authvia in the dialog, select it and click Add connection. A new tab opens on the Authvia side, where you sign in with the account your business uses.
- 03
Sign in and grant access
Log in to Authvia and grant Zapier access. Use the account that owns the conversations you want to follow and that is allowed to create, remind and close them.
Your first Authvia Zap: log payment requests
GoalWhen a conversation is created in Authvia, add a line to your job tracker, but only for the requests your filter keeps.
- 01
Build the trigger
Click Build, pick Authvia and the event Conversation Created, then choose the Authvia connection you set up a moment ago.
- 02
Test it
Run the Test. Zapier fetches the three most recent items of the connected account, so you map fields from a real conversation.
- 03
Add the filter
From the plus icon, add a Filter: field, rule, value. Pick the field from what the test brought back, and use a text rule on text, or nothing ever passes.
- 04
Log the request
Add the action of your job tracker and map what the trigger returned into its columns. This is the step that counts as a task, and it writes nothing back into Authvia.
- 05
Test, then publish
Test the action, check the new line in your tracker, then click Publish. Only conversations created after that moment are handled.
The 2 Authvia triggers
2 events start a Zap when something happens in Authvia, and 2 of them are instant: the app calls Zapier straight away, whatever your plan.
Conversation Created
Instant triggerIn Zapier“Triggers when a conversation has been created, see https://developer.authvia.com/reference#conversations.”
Starts your Zap each time a new Authvia conversation appears, so the rest of your tools learn about a request the moment it exists.
Conversation Updated
Instant triggerIn Zapier“Triggers when a conversation has been updated, see https://developer.authvia.com/reference#conversations.”
Runs your Zap whenever an existing conversation changes, which is how you hear that a request moved on.
The 5 Authvia actions
Authvia 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
New Conversation
ActionIn Zapier“Use this action to create a new Conversation with Authvia. See https://developer.authvia.com/reference#conversations”
Opens a new conversation with a customer by text, built around a topic: what you need the customer to do.
Fail Conversation
ActionIn Zapier“Will mark a conversation as failed, indicating it did not complete successfully. See https://developer.authvia.com/reference#conversations”
Marks a conversation as failed, meaning it did not end successfully.
Get Conversation
ActionIn Zapier“Use this action to get a conversation from Authvia. See https://developer.authvia.com/reference#conversations”
Reads one conversation from Authvia so later steps can use its details. It sits among the actions, not the searches.
Conversation Reminder
ActionIn Zapier“Remind customer of a payment conversation through a text message. See https://developer.authvia.com/reference#conversations”
Sends the customer another text about a payment conversation that is still waiting on them.
Resolve Conversation
ActionIn Zapier“Mark a conversation resolved, indicating it was successful. In the case of payment conversation if a payment happened elsewhere, it would be appropriate to mark it resolved. See https://developer.authvia.com/reference#conversations”
Closes a conversation as successful. For a payment request, that fits when the customer paid somewhere else.
When an Authvia Zap breaks
Zapier attaches no help article to Authvia, so the failures to plan for are the general ones.
Four general cases are worth knowing before you publish. When a run fails and you cannot see why, the Zapier troubleshooting guide is the next stop.
The Zap triggers itself
A Zap on Conversation Updated that resolves, fails or reminds the same conversation changes it again, and each pass burns a task. Add a filter.Duplicate payment requests
Conversation Updated fires at each change. Pair it with New Conversation and every update opens one more request to the same customer.Older conversations are never picked up
A Zap reacts only to what happens after you publish it. Earlier conversations stay out, and moving that history is a separate job.A big send-out is held back
Open many conversations at once and Zapier's flood protection can hold the batch back instead of firing the Zap for every single one.
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