Integrations

Connecting Zapier and Make

Zapier and Make are the connectors for everything else. When a caller asks for something the business handles outside the call — a callback, a quote, an order — the agent hands the details to your automation, and your Zap or scenario takes it from there: into a spreadsheet, a CRM, a group chat, or any of the thousands of apps the two of them reach.

What your agent sends

Both cards carry the same single operation, Send caller details: what the caller wants in one or two clear sentences, plus their name if they gave it and their email address once it has been read back and confirmed. The shape of what arrives is always the same, so you build the automation once and it keeps working.

Connecting Zapier

  1. In Zapier, create a Zap with the trigger Webhooks by Zapier → Catch Hook, and copy the webhook URL it shows you.
  2. Open Actions & Integration, press Connect on the Zapier card, and paste the URL. We send a test request the moment you connect, so Zapier finds one waiting when it asks you to test the trigger.

Connecting Make

  1. In Make, add a Custom webhook module to a new scenario, press Add, and copy the address it gives you.
  2. Paste it on the Make card the same way. The test request we send on connect means Make has the data structure recorded before you build the rest of the scenario.

Good to know

  • The webhook address is treated like a password. Whoever holds it can post into your automation, so it is stored encrypted and never shown again.
  • There is no confirmation step on this one — the details land in your own automation, and nothing is sent to the caller.