Zapier, Make and other apps

How to connect

1. In your dashboard, tap “Assistants” and open your assistant.
2. Open the “Connections” tab.
3. Under “Zapier, Make and other apps”, tap “Add”.
4. Under “Which app?”, pick Zapier, Make, n8n or “Another app”. The steps for that app appear.
5. Follow them to get an address from the other app, and paste it in.
6. Under “What to send”, pick “Every call and chat”, “New leads”, “Hot leads only”, “New bookings” or “Everything” (or tick your own mix).
7. Tap “Add connection”, then “Send test”.

In Zapier

1. Create a new Zap. For the trigger, choose the app “Webhooks by Zapier” and the event “Catch Hook”. (This app is part of Zapier's paid plans.)
2. Click Continue until Zapier shows an address starting with https://hooks.zapier.com. Copy it and paste it into the dashboard.
3. Add the connection, press “Send test” in the dashboard, and click “Test trigger” in Zapier to see the sample.
4. Add your action, for example HubSpot “Create or Update Contact”, Google Sheets “Create Spreadsheet Row” or Slack “Send Channel Message”, and turn the Zap on.

In Make

1. Create a new scenario. Add the “Webhooks” app and choose “Custom webhook”.
2. Click Add, give it a name, press Save, then copy the address (it starts with https://hook.) and paste it into the dashboard.
3. Add the connection. In Make, click “Run once”, then press “Send test” in the dashboard. Make learns every field from the sample.
4. Add the next step, for example HubSpot, Google Sheets or Gmail, and switch the scenario on.

In n8n

1. Start a workflow with a “Webhook” trigger and set the method to POST.
2. Copy the Production URL (it must start with https://) and paste it into the dashboard.
3. Add the connection, activate the workflow, then press “Send test”.

What gets sent

• “Call or chat finished”: after every call or chat, the summary, lead score, mood, caller name and number, and any booking.
• “New lead captured”: as soon as your receptionist takes someone's details, during the call.
• “Hot lead (call back right away)”: only callers rated hot after the call.
• “New booking”: every new booking: what, when and who.

Check it's working

Each connection shows its recent deliveries. If one fails, you'll see “Last delivery failed:” and the reason in plain words. Tap “Send test” any time to send a sample, or “Remove” to stop.

After adding a connection there's also an optional security key, for developers whose own systems check that messages came from us. Zapier and Make don't need it.