Connect SetSmart and AI by Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate SetSmart with AI by Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "AI Switched Off" from SetSmart.

Add your action

An action happens after the trigger—such as "Extract Content From URL" in AI by Zapier.

You’re connected!

Zapier seamlessly connects SetSmart and AI by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

AI Switched Off
Triggers when the AI is switched off for a specific lead.
Trigger
Polling
Try It
New Resume for Lead
Triggers when an AI resume has been generated for a lead.
Trigger
Polling
Try It
Lead Accepts to Book a Sales Call
Triggers when a lead has accepted to book a sales call.
Trigger
Polling
Try It
Failed Message
Triggers when the lead fails to receive a message.
Trigger
Polling
Try It
- Contact ID
- Email
- Phone Number
- Instagram Username
Action
Write

- Contact ID
  Required
- Template Name
  Required
- Assistant ID
- Scheduled Time
- Tags
- AI Status
- Variable 1
- Variable 2
- Variable 3
Action
Write
- Email
- Phone
- Notes
Action
Write

- URL to Extract Content From
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write

Lead Answered
Triggers when a lead answers to the AI for the first time.
Trigger
Polling
Try It
Lead Unqualified
Triggers when a lead has been unqualified.
Trigger
Polling
Try It
Lead Qualified
Triggers when a lead has been successfully qualified.
Trigger
Polling
Try It
- Phone Number
- Email
- Tags
Action
Write
- Name
- Email
- Phone Number
  Required
- Template Message to Send (if none sends default)
- Assistant ID
- Tag
- AI Status
- Variable 1
- Variable 2
- Variable 3
- Notes
Action
Write
- Contact ID
- Phone Number
- Email
Action
Write
- Phone Number
- Email
Action
Search
- Provider
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Tools
- Output fields
- Output fields (structured)
- Return as an array of objects?
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
Action
Write

For AI agents & developers

Use SetSmart and AI by Zapier with AI agents and code

Beyond Zap workflows. Call SetSmart and AI by Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose SetSmart and AI by Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Tag
Extract Content From URL

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger SetSmart and AI by Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* setsmart / ai action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect SetSmart and AI by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate AI by Zapier on the Zapier blog

Make work flow with AI

Level up your SetSmart to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About SetSmart

SetSmart is the AI assistant that automates lead engagement and books your sales calls effortlessly.

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Smart task and text handling powered by a flexible AI. Create text prompts to perform standard tasks like extracting lead (or other) data or answer discrete questions like "where should this message be routed?". Or, create your own!