Connect Avoma to hundreds of other apps with Zapier
Zapier lets you connect Avoma to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
Getting Started with Zapier
Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, Avoma's listing page on Zapier has some popular pre-made Zaps.
Pre-requisite :
- To integrate Zapier with Avoma, you must be subscribed to the Starter plan or higher.
- Only webhooks related to meetings for users on the Starter plan or higher will be sent to Zapier. Information related to meetings for user on Basic plan will not be available through Zapier
You will be needing an Avoma Client Key and Secret to connect Zapier to Avoma.
Generate Credentials to connect Avoma with Zapier
- If you are an admin, go to Avoma > Settings > Organization Settings > Integrations. You'll see a card for Zapier.
- Click on Generate Credentials .
- After you've generated the credentials copy the Client ID and Client Secret and use it when connecting to Avoma through Zapier.
How do I connect Avoma to Zapier?
- Log in to your Zapier account or create a new account.
- Navigate to "My Apps" from the top menu bar.
- Now click on "Connect a new account..." and search for "Avoma"
- Use your Avoma Client Key and Secret to connect your Avoma account to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with [Avoma and Zapier](https://zapier.com/apps/Avoma/integrations).
Supported Triggers and Actions
Avoma's integration with Zapier currently offers the following capabilities:
- Trigger - New Conversation : This trigger activates whenever a new conversation is processed in Avoma and notes are generated.
- Action - Upload a Call: This action allows you to seamlessly upload your audio recordings into Avoma.
What information does Avoma send for the 'New Conversation' trigger?
When you set up a Zap with Avoma's New Conversation trigger, you'll receive the following information everytime the Zap runs.
| Field | Description |
|---|---|
| uuid | Unique identifier for the conversation |
| subject | Subject of the meeting |
| start_at | Start time of meeting in UTC in ISO8601 format |
| end_at | End time of the meeting in UTC in ISO8601 format |
| created | Creation time in UTC in ISO8601 format |
| modified | Modified time in UTC in ISO8601 format |
| is_internal | true: Meeting does not have any attendee |
| is_call | Whether the meeting is a voice call |
| organizer_email | Email of the organizer |
| organizer_name | Name of the meeting organizer |
| privacy | Privacy of the conversation |
| purpose__label | Meeting Purpose |
| purpose__uuid | Meeting Purpose UUID |
| outcome | Meeting Outcome |
| transcription_uuid | Transcription UUID of the meeting |
| recording_uuid | Unique Identifier of the recording |
| attendees | List of attendees |
| duration | Duration of the meeting |
| state | State of the meeting |
| audio_ready | Indicates if the audio is ready |
| video_ready | Indicates if the video is ready |
| transcript_ready | Indicates if transcription of the meeting is ready |
| notes_ready | Indicates if the AI notes are ready |
| processing_status | Indicates the processing status of the meeting |
| ai_notes | Notes extracted during the meeting in HTML format |
| ai_notes_txt | Notes extracted during the meeting in text format |
| transcription_vtt_url | Pre-Signed URL to file containing transcription. valid for 5 days. |
| video_url | Pre-Signed video recording URL. Valid for 5 days |
| audio_url | Pre-Signed audio recording URL. Valid for 5 days |
| action_items |
Action items extracted. List of dictionaries containing - email, name, company, action_item |
| meeting_url | Avoma Meeting URL |
How to loop over action items in Zapier ?
In certain situations, you may want to utilize the action items extracted from your conversations in Avoma to create tasks for yourself and your team in your preferred project management tools, such as Asana, Monday, Trello, or Airtable. When you set up a Zap with Avoma's 'New Conversation' trigger, you will receive a list called 'action_items' in the payload. This list can be leveraged to automate the task creation process. Below, you will find a step-by-step guide on how to set up your Zapier automation to loop through the action_items and generate tasks in your chosen project management platform.
- Create a New Zap
- In the Zap editor, select "Avoma" as the app and select "New Conversation" as the event trigger.
- Proceed with the setup process for this trigger.
- Now click on the '+' icon before the Action to add a new step
- In the modal that appears, select "Looping by Zapier"
- In the Action event , select "Create Loop from Line Items" and hit Continue.
- In the Values to Loop input box, enter "email". In the input box next to it, click on +, it will bring up the fields in the payload that Avoma would send. Map this email to "Action Items Email"
- Click Add value set to repeat the above process for "Name", "Company", "Action Item" . After you are done , the "Values to Loop" should look like this
- Click Continue and complete this step.
- After completing this step, you can move on to click on "Action" and choose the application where you want to create your tasks. The values generated from the loop will be accessible for mapping in this action, as illustrated in the image below. For instance, this action in the example below can create a new row in a spreadsheet for each action item identified during the meeting.
This image shows how the column "Action item" is mapped to the "Action item" from the "Create Loop From Line items" step
- Once you've completed these steps, simply proceed to publish your Zap. Your action items will then begin to transfer smoothly from Avoma to your chosen application, streamlining your workflow effortlessly.
If you have any additional questions, you can open a ticket with Zapier Support from https://zapier.com/app/get-help or send an email to help@avoma.com.