1. Integrations

Zapier and adam.ai integration

How to connect Zapier integration?

  1. Head to the “Settings” page.
  2. Navigate to the “Apps” tab.
  3. Locate the Zapier card under the “Automation” category, by either scrolling a bit till the automation category or simply searching for Zapier in the search bar.
  4. 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?

Step 1. Make sure that the integration is successfully installed:  

  1. Select '"Create a Zap."
  2. Choose adam.ai from apps and select one of the following triggers:
      • New meeting scheduled
      • New project created
      • New contact added
      • New action assigned to me
      • New action created and linked to a certain project

 

3. Click "Continue."

4. 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.

 

Step 2. Integrate with your favorite apps:

1. Select the app you need to integrate with.

2. Set up the action you need to perform.

3. Click "Continue."

For instance, here we chose GoToMeeting and the action is to create a new meeting on GoToMeeting.

 

4. You'll then be requested to log in on the app you chose, so log into your account and click "Continue."

 

5. You'll then be requested to customize the new meeting created by adding more details, do so then click "Continue."

 

6. 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 the above 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:

  1. Click the add (+) icon.
  2. Search for the app.
  3. Choose the app as GoToMeeting and sign into your account.
  4. 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?

  1. Head to the “Settings” page.
  2. Navigate to the “Apps” tab.
  3. Locate the Zapier card under the “Automation” category, by either scrolling a bit till the automation category or simply searching for Zapier in the search bar.
  4. Click “Disconnect.”