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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 "Call State Changed" from Dialpad.

Add your action

An action happens after the trigger—such as "Create Interaction" in Relatable.

You’re connected!

Zapier seamlessly connects Dialpad and Relatable, 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 States
  Required
Trigger
Instant
Try It
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Contact Removed or Added to Sphere
Triggers when a contact is removed/added to a Sphere inside of Relatable.
Trigger
Instant
Try It
- Email Address
- Contact Id
- Title
  Required
- Body
  Required
- Timestamp
  Required
- Interaction Type
Action
Write
- Prompt
  Required
- Wait For Response
Action
Write

- SMS direction
  Required
Trigger
Instant
Try It
Create and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
Action
Write
New Reminder Created
Triggers when a new reminder is created in Relatable
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- One Line Bio
- Location
- Spheres
  Required
- Topics
- Companies
- Birthday
- Special Dates
- Custom Fields
- Websites and Links
- Email Addresses
- Phone Numbers
- Physical Addresses
Action
Write

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Customers who say using Zapier has made them better at their job

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 Dialpad and Relatable 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 Dialpad on the Zapier blog

Make work flow with AI

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Learn about AI automation

About Dialpad

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

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Related categories

Phone & SMS

About Relatable

Relatable is a personal CRM that helps you be excellent with people.