The objective of this tutorial is to provide a clear and concise procedure for you to connect Nedzo AI with various applications using Zapier, enabling automated phone calls and efficient data management.
Key Steps
Access Zapier:
Log into your Zapier account.
Create a New Zap:
Click on “Make a Zap” to start a new automation task.
Set the Trigger:
Choose an application to trigger the zap (e.g., Facebook, CRM, Google Sheets).
For example, select "Facebook" and set the trigger event to "New Lead."
Configure the Action:
Click on “Add Action” and select “Webhooks by Zapier.”
Choose the action event as “POST.”
Set Up the Webhook:
In the Webhook URL field, enter the URL for making a single phone call from your Netzo account.
Set the Payload Type to “Raw.”
Input Required Fields:
Fill in the required fields:
First Name
Last Name
Email
Phone Number
Organization ID
Agent ID
(Optional) Add additional fields such as City and Business Name.
Utilize Dynamic Fields:
Instead of hard-coding values, use dynamic fields from the trigger app (e.g., use the full name and email from Facebook).
Test the Webhook:
Click on “Test” to ensure the webhook is set up correctly.
Confirm that the test call is successful.
Rename and Publish the Zap:
Rename your Zap for clarity (e.g., "Make Single Phone Call").
Click “Publish” to activate the Zap.
Add Additional Actions (Optional):
If needed, add more actions to the Zap, such as adding contacts to a list or sending notifications.
Cautionary Notes
Ensure that all required fields are filled out correctly to avoid errors in the phone call process.
Verify that the Organization ID and Agent ID correspond to the correct workspace and agent in your Netzo account.
Be cautious with dynamic fields; ensure they are pulling the correct data to avoid miscommunication.
Tips for Efficiency
Familiarize yourself with Zapier’s interface and capabilities to streamline the setup process.
Utilize templates available in Zapier to speed up the creation of Zaps.
Regularly review and update your Zaps to ensure they are functioning as intended and to incorporate any new features or changes in your workflow.
Document any common issues encountered during the setup process for future reference and training.