Workflows

Zapier & Make

Connect BHOMY to Zapier and Make: integrate 6,000+ apps — lead import, CRM sync, email follow-up, and Slack alerts.

Connect BHOMY to 5,000+ apps through Zapier and Make (formerly Integromat) — no coding required.

Zapier Setup

  1. Log in to Zapier.
  2. Search for "BHOMY" in the app directory.
  3. Click "Connect" and authenticate with your BHOMY API key.
  4. Create a new Zap and select BHOMY as a trigger or action.

Triggers & Actions

Available Triggers:

  • New Call — Fires when a call starts.
  • Call Ended — Fires when a call ends (includes transcript).
  • Appointment Booked — Fires when an appointment is booked.

Available Actions:

  • Create Agent — Create a new AI agent.
  • Start Campaign — Launch an outbound campaign.
  • Update Knowledge Base — Add content to an agent's KB.

Popular Zap Templates

  • Call ended → Add row to Google Sheet
  • Appointment booked → Send Slack notification
  • New call → Create HubSpot contact
  • Call ended → Send email summary via Gmail

Make (Integromat) Setup

  1. Log in to Make.
  2. Create a new scenario.
  3. Add a BHOMY module and authenticate.
  4. Configure your trigger and connect to other modules.

Example Automation

Here's a powerful multi-step automation:

  1. Trigger: BHOMY call ends
  2. Step 1: Create/update contact in HubSpot CRM
  3. Step 2: Send a Slack notification to the sales channel
  4. Step 3: Add a row to a Google Sheet for reporting
  5. Step 4: Send a follow-up email to the caller

This entire workflow runs automatically after every call — zero manual work.

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