Put Dialog Insight to work with AI and enterprise-grade automation
Automate smarter with Dialog Insight and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Typeform
Forms & Surveys
Microsoft Excel
Microsoft, Spreadsheets
Yapla
CRM (Customer Relationship Management)
Pipedrive
CRM (Customer Relationship Management)
WooCommerce
eCommerce, WordPress
Google Sheets
Google, Spreadsheets
Notion
Task Management
Facebook Lead Ads
Ads & Conversion, Facebook
Klaviyo
Marketing Automation
Typeform
Forms & Surveys
Microsoft Excel
Microsoft, Spreadsheets
Yapla
CRM (Customer Relationship Management)
Pipedrive
CRM (Customer Relationship Management)
WooCommerce
eCommerce, WordPress
Google Sheets
Google, Spreadsheets
Typeform
Forms & Surveys
Microsoft Excel
Microsoft, Spreadsheets
Yapla
CRM (Customer Relationship Management)
Pipedrive
CRM (Customer Relationship Management)
WooCommerce
eCommerce, WordPress
Google Sheets
Google, Spreadsheets
Notion
Task Management
Facebook Lead Ads
Ads & Conversion, Facebook
Klaviyo
Marketing Automation
Join millions worldwide who automate their work using Zapier
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.
- Create or Update a Contact
Create or update a Contact, according to your Dialog Insight project's defined fields
ActionWrite
- Create a Transaction
Create a Transaction
ActionWrite
For builders
Let your AI safely access Dialog Insight
Go beyond Zap workflows. Install Zapier in your AI to call Dialog Insight actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Dialog Insight from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Dialog Insight actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Dialog Insight connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "dialog-insight", owner: "me" });
await zapier.runAction({
app: 'dialog-insight',
action: 'contactMergeDynamic',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Dialog Insight Help & Support
Common questions
Related categories