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How Zapier works
Zapier makes it easy to integrate iService with Zoom - 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 "New Interaction" from iService.
Add your action
An action happens after the trigger—such as "Create Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects iService and Zoom, 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.
- Interaction TypeRequired
- SegmentRequired
- Topic
- Property
- Property Value
Try ItTriggerPolling- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Public or Private NoteRequired
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Lookup a contact by email/login name in iService.
ActionSearch- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Try ItTriggerInstant
- Login TypeRequired
- Login NameRequired
- Contact PropertyRequired
- ValueRequired
ActionWrite- Contact
- SegmentRequired
- TopicRequired
- Ticket SubjectRequired
- Ticket BodyRequired
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Meeting TypeRequired
Try ItTriggerInstant
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