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Or pick an app to pair with
HubSpot
Marketing Automation
Wave
Accounting
Google Calendar
Calendar, Google
ConnectWise Manage
CRM (Customer Relationship Management)
Podium
Communication
Housecall Pro
Scheduling & Booking
Roofr
Sales & CRM
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
HubSpot
Marketing Automation
Wave
Accounting
Google Calendar
Calendar, Google
ConnectWise Manage
CRM (Customer Relationship Management)
Podium
Communication
Housecall Pro
Scheduling & Booking
HubSpot
Marketing Automation
Wave
Accounting
Google Calendar
Calendar, Google
ConnectWise Manage
CRM (Customer Relationship Management)
Podium
Communication
Housecall Pro
Scheduling & Booking
Roofr
Sales & CRM
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
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.
- Booking Requested
Advanced. Fires DURING a live call when Marlie's AI agent has confirmed a booking with the caller and needs to commit it to your custom system. Your Zap MUST end with "Reply to Marlie" within 30 seconds, confirming success or returning alternatives. Skip this if you have a direct CRM.
Try ItTriggerInstant - Customer Lookup Requested
Advanced. Fires DURING a live call when Marlie's AI agent needs to look up a caller in your custom data source (no direct CRM connected). Your Zap MUST end with the "Reply to Marlie" action within 30 seconds, returning the customer record. Do NOT use this if you have a direct CRM (Housecall Pro, HubSpot, Jobber, ServiceTitan) — those work automatically.
Try ItTriggerInstant - Request IDRequired
- Customer Name
- Customer Phone
- Customer Email
- Customer Address
- Notes for Marlie
- successRequired
ActionWrite
- New Call Completed
Triggers in real time when a call to your Marlie AI agent ends. V2 ships a cleaned-up payload with formatted phone numbers, a flattened data collection object, and an opt-in transcript.
Try ItTriggerInstant - Request IDRequired
- Success (Booking Committed)Required
- Confirmation Message
ActionWrite
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