Integration via URL address
You can add a ChatApp Dialog link to any external system — when clicked, it will open a chat with the client in a separate window or tab.
To get a link to a specific dialog, in ChatApp Dialog click the field “Link to dialog”.
Example of a dialog link with a client’s phone number:
https://dialogs.pro/?crm[phones][0]=55ХХХХХХХХХХ&api[license_id]=30310&api[messenger_type]=grWhatsApp
Link parameters:
- crm[phones][0] — phone number
- api[license_id] — line ID
- api[messenger_type] — messenger
When opening ChatApp Dialog, the system will request a login and password. If you add the parameter api[access_token] to the link, you can log in without authorization.
Available link parameters:
- api[access_token] — access token, see the Authorization method
- api[license_id] — line ID. Used to filter the list of lines
- api[messenger_type] — messenger. Used to filter the list of messengers
- api[crm_domain] — external system domain. Required for authorizing under a specific employee
- api[employee_ext_code] — employee ID in the external system. Required for authorizing under a specific employee
- crm[phones] — array of phone numbers. Used to filter dialogs
- crm[dialogIds] — array of chat IDs. Used to filter dialogs
If you open https://dialogs.pro/ without parameters, the ChatApp Dialog window will open without a selected chat.
If you only add the parameter crm[phones][0], a window will open with a list of all available chats for this contact.
To open a dialog in a separate tab without the chat list and other interface elements, add the parameter:
isHideChatList=true
Example in ZohoCRM
You can add the link in any system. As an example, ZohoCRM is provided. In other CRM systems, implementation details may differ.
- Log in to your ZohoCRM workspace.
- Go to Settings.
- In the Customization section, select Modules and Fields.
- Select the entity where you want to embed ChatApp Dialog. For example, “Contacts”.
- Go to the Buttons section — Create new button.
- Fill in the button settings:
- Button name — enter ChatApp Dialog
- Select layout(s) — choose “Standard”
- Specify the page where the button will be placed — e.g., “In record”
- Specify button placement — where on the page the button will appear. Use “Preview” to see the placement
- Action to perform — choose “Redirect to URL”
- URL — insert the link with required parameters, for example:
https://dialogs.pro/?crm[phones][0]= - Fields — if a variable is needed in the link, select an entity, for example “Contacts”, and a field whose value will be passed into the variable, such as “Phone”
When opening a link with a variable, the value will be automatically inserted into the parameter. For example, in the link:
https://dialogs.pro/?crm[phones][0]=${Contacts.Phone}
the variable “${Contacts.Phone}” will pull the phone number from the contact, and the correct chat will open in ChatApp Dialog.
- Action display location — open in the current or a new tab
- Select profile(s) — define who will have access to the button
- Click Save.
Now, when opening a contact, the created button will be displayed.
When clicked, a list of dialogs with the selected contact will open in ChatApp Dialog.