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Documentation Index

Fetch the complete documentation index at: https://help.asistian.com/llms.txt

Use this file to discover all available pages before exploring further.

The Zapier integration lets you connect Asistian to more than 5,000 apps and automate workflows between them without writing any code. You build “Zaps” — automated workflows with a trigger and one or more actions — so that events in Asistian can kick off tasks in your other tools, and vice versa. This is useful for syncing contacts, logging conversations, sending follow-up emails, or updating records in your CRM automatically.

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Prerequisites

Before you start, make sure you have:
  • An active Zapier account at zapier.com
  • An Asistian account on the Growth or Scale plan

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Connect Asistian to Zapier

1

Open Zapier and create a new Zap

Log in to Zapier and click Create Zap.
2

Search for Asistian

In the trigger or action search bar, type Asistian and select it from the results.
3

Authenticate your Asistian account

When prompted, connect your Asistian account. Zapier will ask for your API credentials, which you can find in Settings > Integrations inside Asistian.
4

Choose a trigger or action

Select the event in Asistian that should start your Zap, or the action Asistian should perform when a trigger fires in another app.
5

Map your data fields

Configure the data you want to pass between Asistian and your other app. Use Zapier’s field mapping to match fields from the trigger to your action.
6

Turn on your Zap

Test the Zap to confirm everything works, then switch it on.

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Example Zap ideas

Here are a few workflows you can build with Asistian and Zapier:
  • New conversation → add a row to Google Sheets — log every new conversation that starts in Asistian into a tracking spreadsheet automatically.
  • New contact → create a deal in your CRM — when a new contact appears in Asistian, create a matching deal or lead record in HubSpot, Pipedrive, or another CRM.
  • Appointment booked → send a confirmation email — trigger a confirmation email through Gmail or Mailchimp whenever a customer books an appointment through Asistian.
  • Message received → post a Slack notification — alert your team in a Slack channel when a message arrives in a specific Asistian inbox.
Use Zapier’s built-in Filter step to make a Zap run only when specific conditions are met — for example, only trigger when a conversation comes from a particular inbox or when a contact has a certain tag. This keeps your automations precise and avoids unnecessary actions.
If you’re on the Scale plan, your onboarding includes guided setup for your first Zapier integration. Reach out to your onboarding contact to schedule a session and get your Zaps configured correctly from the start.