Zapier is an online automation tool that connects your apps. With Zapier, you can connect two or more apps to automate repetitive tasks or to automate workflows.
With the Zapier integration, Admins can:
- Choose which call states to trigger the Zap on
- Select the scope (company, call center, department) to get events for
- Setup one or more actions to be taken based on the triggers provided by Dialpad
Setting Up API Keys
- Navigate to Admin Settings > My Company > Authentication> API keys
- Select Add a key and generate a new API key for Zapier
This API key will be used later when authenticating the Zapier integration.
Creating a Zap
On the Zapier landing page, select Make a Zap
Search for Dialpad and choose it as your Trigger App > Choose Call State Changed as your trigger > Save + Continue
Next, connect your Dialpad account to your Zap by selecting Connect an Account. This will open a new window asking for the API Key that you generated earlier.
Once you've successfully connected your Dialpad account, select the Call States, Scope, and then select a specific Department/Mainline/Call Center for events and then select Continue.
Once the triggers are tested, follow the steps to apply filters and to assign actions.
Do I need to have a paid Zapier account to use this integration?
No, this integration is available for all Zapier account types.
Is ‘Call State Changed’ the only trigger currently available?
Yes, for the initial launch we would have only one trigger. As we receive feedback and requests, we will add more triggers
Can we set up triggers for individual lines?
Not at this time. Currently, the triggers are for shared lines only (Mainline, Department, Call Centers).
Can I set up multiple trigger applications for a Zap?
No - Zapier allows only one trigger application for a Zap. However, you can set up your Zap to have multiple call actions as the trigger.
Can I apply filters to triggers?
Absolutely! You can select ‘Filters’ on the triggers that you create to look for specific triggers.
Where can I get my recording events in Zapier?
Users can get recording events by using 'Customize Call Event' and typing in 'recording' or 'transcription'.
Which call state change triggers does Dialpad support?
- Inbound Call
- Outbound Call
- Missed Call (Users will need to use the "call_ended" call state and filter where "date_connected" is null.)
- Voicemail Received
- Voicemail Transcription
- Call Screening
- Call Connected
- Call on Hold
- Call Queued
- Call Merged
- Call Parked
- Call Barged In
- Call Ended