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Zapier - Integration Guide

YG
Yash Garg
Updated 2 months ago

Easily connect your ServiceAgent.ai account with Zapier to receive events when call ends, agent tries to book appointment and contact is created or updated.

What This Integration Does

Once connected, every call handled through ServiceAgent - whether completed or missed, every appointment booking event or contact updated or created is sent to your zap.


🔧 How to Set Up the Integration

Follow these simple steps to connect ServiceAgent.ai to your Zapier.


Step 1: Go to integrations Page

  1. Log into your ServiceAgent ai account.

  2. Click integration

  3. Go to Zapier card and click Connect


Step 2: Provide ServiceAgent Access

  1. A screen will open asking for permissions

  2. Click on Accept invite and create zap button

  3. From developers page fetch your api key and provide it to zapier for authentication.

  4. Create zaps by subscribing to different ServiceAgent's events and publish it.




📈 What Happens Next?

After zap it created you can create different actions for your events. You can also easily unsubscribe to events by unpublishing it in zapier or simply disconnecting it from ServiceAgent.




🙋 Need Help?

Contact our support team anytime at help@serviceagent.ai or via live chat on your dashboard.

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