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Choose a Trigger

Choose an Action

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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 "Booking Requested" from Marlie AI.

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 Marlie AI 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.

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.
Trigger
Instant
Try It
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.
Trigger
Instant
Try It
- Request ID
  Required
- Customer Name
- Customer Phone
- Customer Email
- Customer Address
- Notes for Marlie
- success
  Required
Action
Write
- Provider
  Required
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Tools
- Output fields
- Return as an array of objects?
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
Action
Write

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.
Trigger
Instant
Try It
- Request ID
  Required
- Success (Booking Committed)
  Required
- Confirmation Message
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

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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 Marlie AI 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

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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.

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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

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About Marlie AI

Marlie AI is a voice assistant that answers calls, qualifies leads, schedules appointments, and keeps your CRMs, sheets, and messaging apps up to date.

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