Zapier

Sends a set of named fields to a Zapier catch-hook URL, so any Zap can act on what the agent learned during the conversation.

Zapier sends data to a Zapier webhook. You define the fields, the agent fills them from the conversation, and the Zap on the other end does the rest: a row in a sheet, a CRM record, a Slack message.

The Add New Tool form for Zapier with Zapier Webhook URL and a list of fields — The Zapier form with the 4 default fields.

Before you start

In Zapier, create a Zap whose trigger is Webhooks by Zapier, Catch Hook, and copy the URL it gives you. It starts with https://hooks.zapier.com/hooks/catch/.

Configuring it

Open Tools under Build, choose Add tool, then Zapier. After the shared fields:

Field	Type	Default	Notes
Tool Title	Text	`Zapier Webhook`	Its ID, `zapier_webhook`, is shown under the field.
Description	Text	`Send data to Zapier webhook`	Say when: `Send the lead to Zapier once the caller has given their name and phone number`.
AI Response	Text	`Let me process that information through our system.`
Zapier Webhook URL	URL	`https://hooks.zapier.com/hooks/catch/`	Required. Your Zap’s catch-hook URL.
Fields	List	4 defaults	The data sent, one row per field. At least one is required.

Each field row has a Field name and a Field description. The name is the key in the payload: it starts with a letter and uses only lower-case letters, digits and underscores. The description tells the agent what to put in it and needs at least 3 characters. Add Field adds a row; Remove field deletes one. The defaults:

Field name	Field description
`caller_name`	Name of the caller
`caller_phone`	Phone number of the caller
`call_summary`	Summary of the call
`timestamp`	Call timestamp

Choose Add Tool, then Save the agent.

Behaviour and limits

The payload is a JSON object with one key per field. Turn the Zap on and send a test call so Zapier can sample the fields before you map them.
Field descriptions are instructions to the agent. Preferred callback time, as the caller said it gets a better value than time.
Nothing comes back to the agent. If the conversation depends on the result, use a Live Webhook.
The send is recorded as a tool call on the call’s page. See Call details.

Troubleshooting

The Zap never fires. The URL is the placeholder, or the Zap is off. Paste the full catch-hook URL and turn the Zap on.
Fields arrive empty. The agent had not collected them yet. Put the prerequisites in Description so it sends after collecting.