How to connect Zapier integration?
Head to settings, then into apps, locate the Zapier card under the Automation category, and click connect.
You'll then be prompted to copy this API key into adam.ai on Zapier marketplace. You can either go to this link or click install, you'll then be redirected to adam.ai on Zapier marketplace.
On Zapier marketplace, you'll find many samples and you can directly try from different zaps already created.
How to use Zapier with adam.ai?
First step: select 'Create a Zap', then choose adam.ai from apps and select one of the following triggers, and then click on continue.
- New meeting scheduled
New project created
New contact added
New Action Assigned on me
New Action created and linked to a certain project
After that, you can test and review, or skip the test for this step to confirm that the integration is successfully installed and receive sample meetings from adam.ai.
Second step: select the app you need to integrate with and set up the action you need to perform, then click continue.
For instance, here we chose GoToMeeting and the action is to create a new meeting on GoToMeeting.
You'll then be requested to log in on the app you chose, so log into your account and click continue.
You'll then be requested to customize the new meeting created by adding more details, do so then click continue.
You'll then be requested to test this part and continue, or you can skip the test.
A sample will be sent to the GoToMeeting app.
If you've followed these steps carefully, you'll find you have successfully connected adam.ai with GoToMeeting and created a Zap.
You can create as many actions as you'd like. Here's an example of another action to create a new meeting on GoToMeeting:
Click the add (+) icon, search for the app, choose the app as GoToMeeting and sign into your account, then click continue. Add more details to your custom meeting and that's it, you have successfully integrated adam.ai with GoToMeeting and created another Zap.
How to disconnect Zapier integration?
Don't want Zapier connected on adam.ai anymore? Head to settings then into apps, locate the Zapier card, and click disconnect.