Integration
Available · All plansaiReceptionist + Zapier
Send what happened on each call to the apps you already use: CRMs, spreadsheets, forms, calendars. No developer needed.
Zapier connects aiReceptionist to thousands of apps through trigger-and-action recipes called Zaps. When a call ends, the details and summary flow into your CRM, a spreadsheet, a chat channel or a support desk. No code.
How Zapier works with aiReceptionist
Connect aiReceptionist in Zapier
Find aiReceptionist in Zapier’s app directory and authorize it against your account. Every Zap you build reuses that one connection.
Pick the trigger
A Zap starts when a call ends. Zapier receives who called, what was captured and the post-call summary, as fields you can map.
Choose the actions
Create a contact, add a row, post a message, open a ticket. Zapier handles the sign-in to each app and the field mapping. You decide what goes where.
Turn on the Zap
Every call from then on runs the Zap. Change the mapping any time in Zapier without touching your receptionist.
What moves, and when
After the call means a record is pushed once the conversation ends. During the call means the receptionist reads or writes the system while the caller is on the line. Post-call vs real-time, defined.
| What | Direction | When | Status |
|---|---|---|---|
| Caller name and phone number | From the receptionist | After the call | Available · All plans |
| Details captured on the call (your custom fields) The exact fields depend on how your receptionist is configured. | From the receptionist | After the call | Available · All plans |
| Post-call summary | From the receptionist | After the call | Available · All plans |
| Call time and duration | From the receptionist | After the call | Available · All plans |
| A lookup in your apps while the caller is on the line A standard Zapier template using your own account and keys. | Both ways | During the call | On the roadmap |
Availability by plan
Read from the same capability matrix as the pricing page.
- Zapier
- Connect the receptionist to thousands of apps through Zapier.
- Available · All plans
- Post-call sync
- After a call ends, the summary and details are pushed to the tools you use.
- Available · All plans
- Real-time query: Zapier template
- A standard Zapier template using your own account and keys.bring your own keys
- On the roadmap
What you get
- Call details and summaries land in your CRM or spreadsheet without retyping
- Notifications in the channel your team already watches
- One connection reused across every Zap you build
- No developer required to change where call data goes
What you can connect
Categories of apps in the Zapier directory. Search the directory for the one you use.
- CRMs and sales pipelines
- Spreadsheets and databases
- Forms and lead capture
- Calendars and scheduling
- Team chat and notifications
- Help desks and ticketing
- Email marketing and SMS platforms
- Accounting and invoicing
Questions
- Do I need a Zapier account?
- Yes. Zapier is a separate service with its own plans. aiReceptionist appears in its app directory and the Zap runs on your Zapier account.
- Which apps can I connect?
- Any app in Zapier’s directory, which covers thousands of CRMs, spreadsheets, forms, calendars, chat tools and help desks. Search the directory for the app you use.
- When does the Zap run?
- After a call ends. Zapier receives the call’s details and summary and runs the actions you set up.
- Can the receptionist look something up in my app during a call?
- That is a real-time integration rather than a post-call one. The availability block on this page shows the current status of the Zapier real-time template. For a connection built and maintained for you, talk to the team.
- Is there a page for my specific app?
- No. Every Zapier connection works the same way, so one page describes them all. The app-specific part is the mapping you set up in Zapier.
Connect Zapier
Start a free trial and connect it yourself, or talk to sales about a connection built for you.
