Zapier

Send conversation data to a Zap after every call and start outbound calls from Zapier, with Webhooks by Zapier.

With Zapier, you connect bhomy to thousands of apps. The connection runs via Webhooks by Zapier: after every call, bhomy starts your Zap, and a Zap can trigger a call via the Outbound API.

Receiving data after the call

  1. Create a new Zap in Zapier and choose Webhooks by Zapier › Catch Hook as the trigger.
  2. Copy the webhook address shown.
  3. In bhomy, open your agent › Tools › Automation › Add › CRM Ticket and enter the address under Webhook URL.
  4. Click Test URL in bhomy and Test trigger in Zapier. Zapier shows the sample data.
  5. Add the actions, such as a contact in your CRM or a message in Slack, and map the fields.
  6. Click Activate in bhomy and publish the Zap.

Which fields bhomy sends is described under What bhomy sends after the call. Zapier shows nested fields, such as the email address in context, as separate fields, for example "Context Email".

Starting outbound calls from Zapier

  1. Create a key in bhomy under API Key.
  2. Add the Webhooks by Zapier › Custom Request action to your Zap.
  3. Method POST, URL https://app.bhomy.ai/api/v1/outbound.
  4. Under Data, enter the JSON with toNumber, fromNumber and context, and insert the values from previous steps.
  5. Under Headers, enter Authorization with Bearer YOUR_API_KEY, Content-Type with application/json and Idempotency-Key with a unique ID per call.
{
  "toNumber": "+491701234567",
  "fromNumber": "+494012345678",
  "context": { "customer_name": "Anna", "request": "Callback about the quote" }
}

A 202 means the request has been accepted. All responses are listed under Outbound API and Error codes.

Examples

WorkflowSteps in Zapier
Summary of every call in SlackCatch Hook › Slack › send message
New contact in the CRMCatch Hook › CRM › create contact
Callback on a new enquiryForm or CRM as the trigger › Custom Request to the Outbound API