Zapier integration

To create an integration and automation between Zapier and Callin.io using your AI phone agents, you can follow these steps. In this example, we will use a trigger application like form submissions from Google Forms to initiate a call through Callin.io based on the data received. Here is a detailed description of the process:

1. Create an Account on Zapier and Callin.io

• Zapier: If you don’t have an account, sign up on Zapier.
• Callin.io: Sign up and create an account on Callin.io.

2. Configure the Trigger Application (Google Forms)

• Choose the application you want to use as a trigger. In this example, we will use form submissions from Google Forms.
• Connect Google Forms to your Zapier account.

3. Create a New Zap in Zapier

1. Zap Name: Give your Zap a name, such as “Google Forms to Callin.io”.
2. Trigger: Set up the trigger with Google Forms.

• Trigger App: Select Google Forms.
• Trigger Event: Select the specific event that will trigger the workflow, such as “New Form Response”.
• Connect Account: Connect your Google Forms account to Zapier.
• Set Up Trigger: Select the specific form you want to monitor.

1. Test the Trigger: Run a test to ensure Zapier receives the data from the form correctly.

4. Configure the Action (Callin.io)

1. Action: Set up the action with Callin.io.

• Action App: Select Callin.io.

When you connect Callin.io, a window will appear asking you to enter your email and Callin.io API key (you can copy this information from your Callin.io dashboard, in the profile section).

• Connect Account: Connect your Callin.io account to Zapier.
• Action Event: Select the event that will trigger a call: “Activate Task”.

1. Set Up the Action:

• Phone Number: Map: name and phone number field from the connected form.
• IMPORTANT: Enter the exact name of the task created in the Callin.io dashboard in the “task name” field.

Test the Action: Run a test to ensure Callin.io receives the data correctly and can initiate a call.

5. Turn On the Zap

• Once everything is set up and tested successfully, turn on the Zap.

Practical Example

Suppose you have a course registration form. When a user submits the form, Zapier will trigger Callin.io to call the user and confirm their registration or provide further details.

Summary Steps:

1. Create and configure a form on Google Forms.
2. Connect Google Forms to Zapier as a trigger.
3. Configure Callin.io as an action on Zapier.
4. Map the data from the form to the call.
5. Test and activate the Zap.

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