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How Zapier works
Zapier makes it easy to integrate Upfirst with Human in the Loop - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Call Completed" from Upfirst.
Add your action
An action happens after the trigger—such as "Collect Data" in Human in the Loop.
You’re connected!
Zapier seamlessly connects Upfirst and Human in the Loop, 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.
- Call Completed
Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.
Try ItTriggerInstant - Explanation
- Input fields
Try ItTriggerInstant- Approval request message
- Content to reviewRequired
- Content keys
- Approve button label
- Decline button label
- Action if reviewer declinesRequired
- Let reviewer edit content?Required
- Send request viaRequired
- Type of reviewerRequired
- On timeoutRequired
- TimeoutLimitExplanation
- Timeout valueRequired
- Timeout unitRequired
- Send reminderRequired
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
ActionWrite
- Call Started
Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.
Try ItTriggerInstant - Data collection message
- Data inputsRequired
- Send request viaRequired
- Type of reviewerRequired
- On timeoutRequired
- TimeoutLimitExplanation
- Timeout valueRequired
- Timeout unitRequired
- Send reminderRequired
- Zap_id
- Zap_step_id
- Zap_run_id
- Zap_path_run_id
ActionWrite
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