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Documentation Index

Fetch the complete documentation index at: https://docs.orsay.ai/llms.txt

Use this file to discover all available pages before exploring further.

If your leads come from outside Orsay — Facebook Ads, ClickFunnels, systeme.io, your CRM — connect Zapier so every new lead automatically flows into your WhatsApp Business sequence and gets the approved template message within minutes.

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How it works

A Zap watches your lead source. When a new lead is captured, Zapier calls Orsay’s Create Lead for Sequence action, which drops the lead into the sequence you choose. The sequence’s approved template goes out, and the agent takes over after the lead replies.

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Set it up

1

Connect Zapier in Orsay

Go to Integrations → click Connect Zapier.
2

Create a new Zap

In Zapier, click + Create to start a new Zap.
3

Pick your lead source

Choose the platform that captures your leads — Facebook Lead Ads, ClickFunnels, systeme.io, or any compatible source.
4

Choose the Orsay action

Select Create Lead for Sequence so each lead lands directly into a specific WhatsApp Business sequence.
5

Map fields

Map the lead’s First Name, Last Name, and Phone Number from your source to Orsay’s fields.
6

Pick organization and sequence

Select the Organization and the WhatsApp Business sequence the lead should enter.
To find a sequence ID, click next to the sequence name on the Sequences page.
7

Turn the Zap on

Once the Zap is live, every new lead captured by your source flows into Orsay and triggers your WhatsApp Business sequence with the approved template message.

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Sequence trigger requirement

The WhatsApp Business sequence you point Zapier at must use the Contact subscribed to sequence trigger. This trigger fires every time Orsay receives a new lead via Zapier (or CSV import).

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Next step

→ 5. Manage conversations