Connect Otter.ai and REI BlackBook to power AI-driven automation

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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 "New Recording" from Otter.ai.

Add your action

An action happens after the trigger—such as "Create or Update Contact Using Email" in REI BlackBook.

You’re connected!

Zapier seamlessly connects Otter.ai and REI BlackBook, 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.

New Recording
Triggers when a new recording is available in Otter
Trigger
Instant
Try It
- Select Contact Field
  Required
Trigger
Instant
Try It
Contact Recently Created or Updated
Triggers when a contact is recently created or updated.
Trigger
Instant
Try It
- Optional Workflow Trigger
- Select a workflow to trigger
- Optional Phone Number
- Select a Profit Dial number
- Phone Number
  Required
- Opt in Phone Number
Action
Write

- File
  Required
- Name
  Required
Action
Write
Contact Recently Created
Triggers when a contact is recently created.
Trigger
Instant
Try It
- Optional Workflow Trigger
- Select a workflow to trigger
- Optional Phone Number
- Select a Profit Dial number
- Email
  Required
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 Otter.ai and REI BlackBook 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 Otter.ai on the Zapier blog

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Learn about AI automation

About Otter.ai

Otter.ai is an AI-powered transcription service that converts speech to text in real-time, facilitating accurate and efficient note-taking.

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Related categories

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About REI BlackBook

REI BlackBook is a service that helps busy real estate investors close more deals and build better businesses.

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