Inbound Zapier

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You can use Zapier either via Synthflow or Zapier App directly.

Prerequisites:

• A Synthflow account with API access enabled.
• A Zapier account.

Connecting Synthflow to Zapier:

• Log in to your Zapier account.
• Click on "Make a Zap."
• Search for and select "Synthflow" as your Trigger App.
• Click "Connect" and then "Sign in to Synthflow."
• Provide your Synthflow API credentials when prompted.
• Confirm and test the connection.

Introduction to Zapier Integration

Zapier acts as a bridge between Synthflow AI and over 5,000 apps, automating workflows and enhancing the capabilities of your Inbound AI Assistant. By using Zapier, you can create a seamless connection between Synthflow AI and the software tools you rely on without writing a single line of code.

Setting Up Zapier with Synthflow AI

Connect with Twilio:

• Ensure your Synthflow AI assistant is connected with Twilio for SMS functionalities, which is crucial for certain Zapier automations.

Select Phone Number:

• Choose the phone number from your Twilio account that will be used for the assistant.

Configure API Key and Model ID:

• Copy your Synthflow API Key and Model ID into the respective fields to authenticate your connection with Zapier.

Creating Zaps for Inbound Interaction

Sign in to Zapier:

• Log in to your Zapier account or sign up if you're a new user.

Create a Zap:

• Click the 'Zapier App' button to create a new Zap.
• Set up a trigger event that corresponds with the inbound interaction, like a call received or a message sent.

• Select the Event Voice - Phone Call Completed

• Connect to Synthflow by copying the API key in the Sign in popup

• Add model ID to the Trigger Step

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  You can find the model ID either in the Header of the Assistant or in the Zapier Deployment tab

• Click Test Trigger and select a record history

Customize Your Zap:

• Define the action that should follow the trigger, such as logging call data or updating a CRM record based on the transcript & meta data of the call
  • Name
  • Phone number
  • Duration
  • Status
  • Transcript

Test Your Zap:

• Once your Zap is configured, test it to ensure that it performs as expected when an inbound call is received.

Best Practices for Zapier Integration

• Consistent Testing: Regularly test your Zaps to ensure they are working correctly with new incoming calls.
• Documentation: Keep a record of the Zaps you've created and the workflows they automate.

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By leveraging Zapier's automation capabilities, you can significantly enhance the efficiency of your Inbound AI Assistant, ensuring your team can focus on providing the best possible support to customers.