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Zapier lets you connect Simple AI to thousands of apps without writing any code. When something happens on a call, Simple AI can kick off a Zap that updates your CRM, sends a message, creates a task, or triggers any other app in the Zapier ecosystem. This page covers how the Simple AI Zapier integration works, the triggers and actions it exposes, and how to build your first Zap.

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How It Works

A Zap is an automated workflow made up of a trigger and one or more actions:
  • A trigger is the event that starts the Zap. Simple AI provides triggers that fire on call events — for example, when a call completes or a tag is applied.
  • An action is what the Zap does in response. Actions can run in any connected app (create a HubSpot contact, send a Slack message, add a Google Sheets row) or in Simple AI itself.
When a trigger event happens, Simple AI sends the event data to Zapier, which then runs your configured actions. This lets you connect Simple AI to tools that do not have a native integration.

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Triggers

Simple AI triggers start a Zap when a call event occurs. Each trigger passes the relevant call data into the Zap so downstream actions can use it. Trigger payloads include call metadata such as the from/to numbers, agent, duration, transcript, tags, sentiment, and any structured data extracted by your analyzers.

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Actions

Simple AI actions let a Zap take action in Simple AI in response to an event from another app. You can combine Simple AI triggers and actions with any of the thousands of apps Zapier supports.

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Common Zap Examples

  • Call completes → create a HubSpot contact with the call details
  • Negative sentiment detected → send an email to the support manager
  • Analyzer extracts a qualified lead → add a row to Google Sheets
  • Call tagged “follow-up needed” → create a task in Asana or Monday.com
  • New row added to a spreadsheet → start an outbound call with Simple AI

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Setup

The Simple AI Zapier integration is enabled per account. Contact your account team at support@usesimple.ai to have it connected before building Zaps.
  1. Contact your account team at support@usesimple.ai to set up the Zapier integration for your organization.
  2. In the Zapier dashboard, create a new Zap and search for Simple AI.
  3. Choose a Simple AI trigger (for example, Call Completed) or action.
  4. Connect your Simple AI account when prompted. You will authenticate using an API key from Settings > API Keys in the Simple AI dashboard.
  5. Configure the trigger and map the call data into your downstream actions.
  6. Turn the Zap on.
Once connected, you can build as many Zaps as you need using Simple AI triggers and actions.