Pushing AI Notes to Zapier
It is easy to push your AI notes to 3rd party applications like your ATS or CRM using Zapier. On the AI Notes page, open the dropdown menu next to theCopy button, and then Zapier . Click Create new Zap or Run “Label of the Zap you have created” to send AI Notes manually using Zapier.
Setting up a Zap
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Create a Zap using the “New Conversation” trigger: See Zapier overview for details on connecting your Zapier account and setting up your first Zap.
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Configure your trigger: Set up your Zap by filling in the following fields:
- Trigger on: Whether you want the Zap to be triggered on your conversations or all conversations in your team.
- Private: Whether or not other people in your team can see and run this Zap from the AI Notes page.
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Label: The name of this Zap as it appears in the
Push to Zapiermenu.TIP: Use a descriptive label so your team knows what the Zap does.
- Trigger automatically: Set this to False if you don’t want this Zap to trigger automatically when a conversation is recorded, and only want it to be triggered manually.
- Complete and publish your Zap: Once you publish your Zap, you will begin to see it in the menu on the AI Notes page.
Create Zaps for your team
Set thePrivate field to False and the TriggerOn field to Team Meetings when setting up the “New Conversation” trigger, and anyone in your team will be able to see and trigger the Zap.
Only organisation admins can create public Zaps for the rest of their team to trigger.