Zapier Worfkflow Integration

Zapier Worfkflow Integration

Flowbot Agent Connector – Zapier Integration Guide

The Flowbot Agent Connector allows you to integrate your Flowbot Voice Agents with over 8,000+ apps in the Zapier ecosystem. Automate everyday tasks like creating tickets, updating CRMs, sending emails, logging form data, and more — all without writing a single line of code. In fact, once you’re done creating your workflow, the connector app will auto provision the tool and assign it to your agent.

This guide walks you through setting up your first Zap to trigger workflows from Flowbot calls.

Prerequisites

- A Flowbot Voice Agent
- A Zapier account (zapier.com)
- Netsapiens Office Manager scope or higher.


Step 1 – Enable the Zapier Tool

1. Log in to your Flowbot Portal.

2. Go to Edit Agent > Tools or go to the global Settings > Tools.

3. Select Zapier from the drop-down menu.

4. The page will refresh and display:

   - A  link to activate the Flowbot Agent Connector in your Zapier account.

   - Your Flowbot API Key – copy this for use in Zapier.

[Screenshot: Add Tool + API Key screen]


Step 2 – Create Your Zap

1. Visit your Zapier Zaps page.

2. Click “Create Zap.”

[Screenshot: Zapier Create Zap screen]


Step 3 – Set Up the Trigger

1. In the Trigger section, search for and select Flowbot Agent Connector.

2. Choose the trigger “Agent Creates Ticket.”

3. Click Sign In and paste your Flowbot API Key.

4. Select one or more Agents.

5. Enter a Tool Name — this will auto-provision the workflow tool when the Zap is published.

[Screenshot: Flowbot Trigger Configuration]


Step 4 – Add Your Action(s)

1. Click + to add an Action.

2. Choose any app like Zoho Desk, Gmail, Google Sheets, etc.

3. Select an action (e.g., Create Ticket).

4. Authorize the app if required.

[Screenshot: Action app setup screen]


Step 5 – Map the Fields

1. In the Configure Action step, map Flowbot fields from the trigger.

2. Type “/” to browse available fields.

3. You can enter static or custom values as needed.

[Screenshot: Field Mapping screen]


Step 6 – Test & Publish

1. Click Continue and test your Zap.

2. If everything looks good, click Publish.


Managing or Removing a Zap

1. Visit your Zaps page.
2. Locate your Zap.
3. Click the three dots to delete or toggle it off.


Coming Soon

- More triggers by request

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