When it acts
- Conversation resolved or handed off
- Incoming webhook from a Zap
Connect Zapier and bring the agent to what you already run
With Zapier you send the agent events and account fields from any tool in your stack, and trigger whatever you need when a conversation resolves or gets handed off.
What it solves
The missing context, with no development request
Almost always the data the agent needs to close a ticket exists, but in a tool with no native integration. Asking for that connection means joining a product queue that takes months. With Zapier the same data arrives this afternoon, with nobody writing code.
What it solves
The alert where your team already looks
Every team has its place: a sheet, a channel, a board. Forcing them to watch a new one is the fastest way to make sure nobody watches it. When the agent hands off or spots something, the Zap takes it where you already are, in the format you decide.
What it solves
Test before asking for the real integration
Building a Zap costs an afternoon and dismantling it, five minutes. It is the cheap way to find out whether that data improves answers before requesting a native integration. If it works, you know it is worth it; if not, you did not spend a sprint finding out.
What it does
What the connection triggers and what the agent does with it
An integration is not useful for being on the list: it is useful for what it lets the agent do. This is what Zapier puts on the table, and what the agent does with it without anyone watching.
What it can do
- Trigger a Zap with the conversation context
- Receive account data and decide with it
How Zapier helps the agent resolve with context
Three concrete things that change the team day, not a feature list.
No custom integration
If the tool is on Zapier, the agent can read or write it without anyone writing code.
The alert where you already look
When the agent hands off, the Zap takes it to the channel, sheet or task your team already checks.
You start today
A Zap goes up in an afternoon, so the context arrives before you decide whether it deserves a native integration.
How it works
Three steps, and only the first needs a Zapier admin. The rest you change later without reconnecting anything.
Authorise the connection
You open the integrations panel, pick Zapier and authorise access with the account your team already uses. You need to be an admin in Zapier, so if you are not, this is the only step you will have to ask someone for.
You choose what the agent sees
You tick the channels, events and account fields it can reach. What you do not tick does not exist for it, and you can change that whenever you want without reconnecting anything.
It answers with that context
From the first conversation the agent looks that data up before replying, resolves what it can close on its own and passes to a person what it cannot, with the case already assembled.
Frequently asked questions
How long does connecting Zapier take?
Minutes, not an afternoon. You authorise access and choose what it can see; nothing needs rewriting and no development work is needed to start.
Can I revoke access later?
Yes, and from either side: revoking the connection in Intake or withdrawing the permission from Zapier. The agent stops reading that data immediately and keeps answering with the rest.
Does using Zapier cost extra?
No. Every integration sits inside the per-resolved-conversation price: 0.41 EUR on annual billing. There is no add-on to buy and no call meter.
What happens if Zapier stops responding?
The agent answers with what it does have and, if the question depended on that data, hands off to a person explaining why. It never invents the value it could not look up.
Do I need a paid Zapier plan?
Not for a one-step Zap, but flows with several actions fall into their paid plans. That cost is theirs, not ours.
What data travels in the Zap?
Whatever you choose when you build it. The agent sends the conversation context and you decide which fields leave.
