Overview

Aimdoc's Zapier integration allows you to connect your conversational AI agent with 5,000+ apps, enabling you to automate workflows, sync data, and build custom integrations without writing code. Connect Aimdoc to your CRM, email marketing tools, project management software, and more through custom Zaps.

Features

• No-Code Automation: Create workflows that trigger actions in other apps when specific events happen in Aimdoc.
• Real-Time Data Transfer: Automatically send lead information and conversation data to your other business tools.
• Custom Workflow Creation: Build unique automation sequences tailored to your specific business processes.
• Multi-Step Zaps: Create complex workflows that perform multiple actions across different apps.

Trigger Types

Aimdoc offers several trigger types that can initiate automated workflows in Zapier:

1. New Session

Triggers when a new visitor conversation begins with your Aimdoc agent.

Payload Structure:

{
  "conversation": {
    "id": "uuid-string",
    "form": {}, // Form data if applicable
    "created_at": "2023-08-15T14:30:45.123Z",
    "last_activity": "2023-08-15T14:32:10.456Z",
    "messages": [
      {
        "id": "message-uuid",
        "role": "user/assistant",
        "content": "Message content",
        "created_at": "2023-08-15T14:30:45.123Z"
      }
      // Additional messages
    ]
  },
  "lead": {
    "id": "lead-uuid",
    "first_name": "John",
    "last_name": "Doe",
    "email": "john.doe@example.com",
    "company": "Acme Inc",
    "job_title": "Product Manager",
    "attributes": {} // Additional custom attributes
  },
  "agent_id": "agent-uuid",
  "agent_name": "Sales Assistant"
}

2. New Lead

Triggers when a visitor provides their contact information through your Aimdoc agent.

Payload Structure:

{
  "lead": {
    "id": "lead-uuid",
    "first_name": "John",
    "last_name": "Doe",
    "email": "john.doe@example.com",
    "company": "Acme Inc",
    "job_title": "Product Manager",
    "attributes": {} // Additional custom attributes
  },
  "messages": [
    {
      "role": "user/assistant",
      "content": "Message content",
      "created_at": "2023-08-15T14:30:45.123Z"
    }
    // Conversation history
  ],
  "agent_id": "agent-uuid",
  "agent_name": "Sales Assistant"
}

3. Session Active

Triggers when a visitor session becomes active (typically after a period of inactivity).

Payload Structure:

{
  "conversation": {
    "id": "uuid-string",
    "form": {}, // Form data if applicable
    "created_at": "2023-08-15T14:30:45.123Z",
    "last_activity": "2023-08-15T15:05:22.789Z"
  },
  "agent_id": "agent-uuid",
  "agent_name": "Sales Assistant"
}

4. Session Escalated

Triggers when a conversation is escalated, typically requiring human intervention.

Payload Structure:

{
  "conversation": {
    "id": "uuid-string",
    "form": {}, // Form data if applicable
    "created_at": "2023-08-15T14:30:45.123Z",
    "last_activity": "2023-08-15T14:45:12.345Z"
  },
  "escalation_reason": "Visitor requested to speak with a human agent",
  "agent_id": "agent-uuid",
  "agent_name": "Sales Assistant"
}

5. New Question

Triggers when a visitor asks a specific question to your Aimdoc agent.

Payload Structure: Note: This trigger type is mentioned in the code but the specific payload structure may vary.

Setup Instructions

Common Use Cases

CRM Integration

Automatically create or update contacts in your CRM system when new leads are captured through your Aimdoc agent.

Email Marketing

Add new contacts to your email marketing campaigns when they interact with your AI agent.

Team Notifications

Send custom notifications to collaboration tools like Slack or Microsoft Teams when important events occur.

Task Creation

Automatically create tasks in project management tools when conversations are escalated or require follow-up.

Data Logging

Log conversation data to spreadsheets or databases for analysis and reporting.

Common Questions

How quickly do Zaps trigger after an event in Aimdoc?

Zaps typically trigger within seconds of an event occurring in Aimdoc, though processing time may vary depending on Zapier's load and your Zapier plan.

Can I filter which events trigger my Zaps?

Yes, Zapier provides filtering options that allow you to specify conditions under which your Zap should run. For example, you might only want to trigger a Zap for leads from specific companies or regions.

Is there a limit to how many Zaps I can create?

The number of Zaps you can create depends on your Zapier plan. Free plans have limitations, while paid plans offer more Zaps and features.

Can I use multi-step Zaps with Aimdoc?

Yes, you can create complex workflows that perform multiple actions across different apps when an Aimdoc event occurs.

Need Help?

If you encounter any issues with your Zapier integration, please contact our support team at support@aimdoc.ai.