Connect 24CallDesk to 8,000+ apps using Zapier's no-code automation platform.

What Is Zapier?

Zapier connects apps together with "Zaps":

Trigger: Something happens in one app
Action: Do something in another app

Example: When a call ends in 24CallDesk (trigger) → Add a row to Google Sheets (action)

Available Triggers

Events that can start a Zap:

Trigger	Fires When
New Call	An incoming call is received on your 24CallDesk phone number
Call Completed	A phone call ends, includes transcript and summary
Contact Replied	A contact responds via SMS
New Contact	A new contact is added to your contacts list
New Appointment	Someone books an appointment through your calendar
Workflow Completed	A contact completes all steps in a follow-up workflow

Trigger Data

Each trigger includes relevant data. Here's what you'll receive:

New Call / Call Completed

{
  "id": "call_abc123def456",
  "phone_number": "+15551234567",
  "direction": "inbound",
  "status": "completed",
  "duration_seconds": 245,
  "started_at": "2024-12-24T10:30:00Z",
  "ended_at": "2024-12-24T10:34:05Z",
  "contact_name": "John Smith",
  "contact_email": "john@example.com",
  "contact_token": "con_xyz789",
  "transcript": "Agent: Hello, how can I help?\nCaller: I need to schedule...",
  "title": "Appointment Request",
  "summary": "Caller requested to schedule a consultation for next week",
  "task": "Schedule consultation",
  "urgency": "normal",
  "recording_url": "https://api.twilio.com/recordings/abc123"
}

Contact Replied

{
  "id": "12345",
  "phone_number": "+15551234567",
  "direction": "inbound",
  "content": "Yes, I'd like to schedule for Tuesday please",
  "status": "created",
  "contact_name": "Emily Davis",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "created_at": "2024-12-24T14:20:00Z"
}

New Contact

{
  "id": "con_abc123def456",
  "name": "Emily Davis",
  "phone_number": "+15551234567",
  "email": "emily@example.com",
  "status": "active",
  "source": "call",
  "metadata": {
    "company": "Acme Corp",
    "notes": "Interested in premium plan"
  },
  "created_at": "2024-12-24T10:00:00Z"
}

New Appointment

{
  "id": "evt_abc123def456",
  "title": "Initial Consultation",
  "description": "30-minute discovery call",
  "contact_name": "Emily Davis",
  "contact_phone": "+15559876543",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "start_time": "2024-12-26T14:00:00Z",
  "end_time": "2024-12-26T14:30:00Z",
  "timezone": "America/New_York",
  "status": "confirmed",
  "scheduling_option": "30 Minute Consultation",
  "notes": "30-minute discovery call"
}

Workflow Completed

{
  "id": 12345,
  "workflow_id": "wf_abc123",
  "workflow_name": "New Lead Follow-up",
  "contact_name": "Emily Davis",
  "contact_phone": "+15551234567",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "status": "completed",
  "steps_completed": 5,
  "total_steps": 5,
  "progress_percentage": 100,
  "completed_at": "2024-12-24T14:20:00Z",
  "outcome": "completed"
}

Available Actions

Things 24CallDesk can do when triggered by other apps:

Action	What It Does
Create Contact	Add a new contact to your 24CallDesk contacts list
Send SMS	Send a text message to a phone number from your 24CallDesk number
Start Workflow	Enroll a contact into a follow-up workflow to begin automated outreach

Action Input Fields

Create Contact

Field	Required	Description
Name	Yes	Contact's full name
Phone Number	Yes	Phone number (any format, normalized to E.164)
Email	No	Contact's email address
Notes	No	Additional notes about the contact

Send SMS

Field	Required	Description
Phone Number	Yes	Recipient's phone number
Name	No	Contact name (creates contact if doesn't exist)
Message	Yes	The SMS content to send

Start Workflow

Field	Required	Description
Trigger Type	Yes	Type of trigger (e.g., form_submitted, contact_created)
Phone Number	Yes	Contact's phone number
Name	No	Contact's name
Email	No	Contact's email

Setup

Connect 24CallDesk to Zapier

Log into zapier.com
Go to My Apps > Add Connection
Search for "24CallDesk"
Click Connect
You'll be redirected to 24CallDesk to authorize the connection
Log in and click Authorize to grant Zapier access

Create Your First Zap

Click Create Zap
Choose 24CallDesk as the trigger app
Select a trigger (e.g., "Call Completed")
Choose your action app (e.g., Google Sheets)
Map the fields from the trigger to your action
Test and turn on your Zap

24CallDesk uses OAuth for secure authentication. You'll authorize once and Zapier will maintain the connection automatically.

Popular Zaps

Google Sheets to Workflow

Google Sheets → 24CallDesk

New spreadsheet row starts a follow-up workflow:

Add a new row to your Google Sheet with contact info
24CallDesk creates the contact automatically
Contact is enrolled in your follow-up workflow

Create this Zap →

Start Workflow from Form

Typeform → 24CallDesk

Enroll contacts into a workflow when they submit a form:

Lead fills out your Typeform
Contact is created in 24CallDesk
Follow-up workflow begins automatically

Create this Zap →

Call to Slack

24CallDesk → Slack

Get Slack notifications for completed calls:

Call ends in 24CallDesk
Summary and details posted to your Slack channel
Team stays informed in real-time

Create this Zap →

Call Log to Sheets

24CallDesk → Google Sheets

Automatically log all calls to a spreadsheet:

Call completes in 24CallDesk
Row added to Google Sheet with call details
Build your call history automatically

Create this Zap →

Multi-Step Zaps

Chain actions together for complex workflows:

Trigger: Call Completed (outcome = interested)
  ↓
Action 1: Create/update contact in HubSpot
  ↓
Action 2: Send Slack notification to sales team
  ↓
Action 3: Add row to Google Sheet for tracking
  ↓
Action 4: Send follow-up email via Gmail

Filters & Paths

Filters

Only run actions when conditions are met:

Trigger: Call Completed
Filter: Only continue if summary contains "callback"
Action: Create follow-up task in Asana

Paths

Different actions based on conditions:

Trigger: Call Completed
  ↓
Path A (status = completed, duration > 60):
  → Add to "Qualified Leads" sheet
  → Send thank-you email

Path B (status = completed, duration < 60):
  → Add to "Short Calls" sheet
  → Flag for review

API Reference

This section documents the API endpoints used by the Zapier integration.

Authentication

24CallDesk uses OAuth 2.0 for Zapier authentication.

OAuth Flow:

User initiates connection in Zapier
Redirect to https://api.24calldesk.com/oauth/authorize
User authorizes access
Zapier receives authorization code
Code exchanged for access/refresh tokens

Scopes:

read - Read contacts, calls, messages
write - Create/update contacts
follow_ups - Manage workflows
contacts - Full contact access
sms - Send SMS messages

Webhook Subscription Endpoints

Zapier uses these endpoints to subscribe to triggers:

POST /api/v1/webhook_subscriptions
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "event_type": "call_completed",
  "webhook_url": "https://hooks.zapier.com/..."
}

Response:

{
  "id": "zwh_abc123",
  "event_type": "call_completed",
  "webhook_url": "https://hooks.zapier.com/...",
  "active": true
}

Unsubscribe from Events

DELETE /api/v1/webhook_subscriptions/{id}
Authorization: Bearer {access_token}

Action Endpoints

Create Contact

POST /calldesk/contacts/create
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "contact": {
    "name": "John Doe",
    "phone_number": "+15551234567",
    "email": "john@example.com",
    "source": "zapier",
    "notes": "From Typeform submission"
  }
}

Send SMS

POST /calldesk/contacts/text
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "contact_token": "con_xyz789",
  "sms_content": "Thanks for your interest! We'll be in touch soon."
}

Start Workflow

POST /webhooks/incoming/follow_up_triggers/trigger
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "trigger_type": "form_submitted",
  "contact": {
    "name": "John Doe",
    "phone": "+15551234567",
    "email": "john@example.com"
  },
  "metadata": {
    "source": "zapier",
    "form_name": "Contact Us"
  }
}

Error Handling

All endpoints return structured errors:

{
  "error": "invalid_phone",
  "message": "Phone number must be in E.164 format (+15551234567)"
}

Common Status Codes:

200 - Success
201 - Created
400 - Bad request (invalid parameters)
401 - Unauthorized (invalid/expired token)
422 - Validation error

Best Practices

Test Before Going Live

Always use Zapier's test feature:

Run a test with sample data
Verify the output looks right
Check that the destination app received it correctly

Use Filters Wisely

Don't send every event to every app. Filter for relevance:

Good: Call Completed + duration > 30 seconds
Bad: All calls → CRM (creates noise)

Handle Errors

Set up notifications for Zap errors:

Email alerts when Zaps fail
Retry logic for transient failures
Fallback actions for critical flows

Name Zaps Clearly

Use descriptive names:

Good: "24CallDesk Completed Calls → HubSpot Contacts"
Bad: "My Zap 1"

Zapier offers a free tier with 100 tasks/month. Most businesses need a paid plan for higher volume.

Rate Limits

24CallDesk Zapier integration limits:

Limit Type	Value
Requests per minute	100
Requests per day	10,000

For higher volumes, consider our REST API or Webhooks for direct integration.

Troubleshooting

Connection Issues

If your Zapier connection stops working:

Go to My Apps in Zapier
Find 24CallDesk and click Reconnect
Re-authorize the connection

Missing Data

If triggers aren't firing or data is missing:

Check that your 24CallDesk account is active
Verify the trigger conditions match your events
Test the trigger manually in Zapier

Need Help?

Zapier Support: zapier.com/help
24CallDesk Support: support@24calldesk.com

Connect 24CallDesk to 8,000+ apps using Zapier's no-code automation platform.

What Is Zapier?

Zapier connects apps together with "Zaps":

Trigger: Something happens in one app
Action: Do something in another app

Example: When a call ends in 24CallDesk (trigger) → Add a row to Google Sheets (action)

Available Triggers

Events that can start a Zap:

Trigger	Fires When
New Call	An incoming call is received on your 24CallDesk phone number
Call Completed	A phone call ends, includes transcript and summary
Contact Replied	A contact responds via SMS
New Contact	A new contact is added to your contacts list
New Appointment	Someone books an appointment through your calendar
Workflow Completed	A contact completes all steps in a follow-up workflow

Trigger Data

Each trigger includes relevant data. Here's what you'll receive:

New Call / Call Completed

{
  "id": "call_abc123def456",
  "phone_number": "+15551234567",
  "direction": "inbound",
  "status": "completed",
  "duration_seconds": 245,
  "started_at": "2024-12-24T10:30:00Z",
  "ended_at": "2024-12-24T10:34:05Z",
  "contact_name": "John Smith",
  "contact_email": "john@example.com",
  "contact_token": "con_xyz789",
  "transcript": "Agent: Hello, how can I help?\nCaller: I need to schedule...",
  "title": "Appointment Request",
  "summary": "Caller requested to schedule a consultation for next week",
  "task": "Schedule consultation",
  "urgency": "normal",
  "recording_url": "https://api.twilio.com/recordings/abc123"
}

Contact Replied

{
  "id": "12345",
  "phone_number": "+15551234567",
  "direction": "inbound",
  "content": "Yes, I'd like to schedule for Tuesday please",
  "status": "created",
  "contact_name": "Emily Davis",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "created_at": "2024-12-24T14:20:00Z"
}

New Contact

{
  "id": "con_abc123def456",
  "name": "Emily Davis",
  "phone_number": "+15551234567",
  "email": "emily@example.com",
  "status": "active",
  "source": "call",
  "metadata": {
    "company": "Acme Corp",
    "notes": "Interested in premium plan"
  },
  "created_at": "2024-12-24T10:00:00Z"
}

New Appointment

{
  "id": "evt_abc123def456",
  "title": "Initial Consultation",
  "description": "30-minute discovery call",
  "contact_name": "Emily Davis",
  "contact_phone": "+15559876543",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "start_time": "2024-12-26T14:00:00Z",
  "end_time": "2024-12-26T14:30:00Z",
  "timezone": "America/New_York",
  "status": "confirmed",
  "scheduling_option": "30 Minute Consultation",
  "notes": "30-minute discovery call"
}

Workflow Completed

{
  "id": 12345,
  "workflow_id": "wf_abc123",
  "workflow_name": "New Lead Follow-up",
  "contact_name": "Emily Davis",
  "contact_phone": "+15551234567",
  "contact_email": "emily@example.com",
  "contact_token": "con_xyz789",
  "status": "completed",
  "steps_completed": 5,
  "total_steps": 5,
  "progress_percentage": 100,
  "completed_at": "2024-12-24T14:20:00Z",
  "outcome": "completed"
}

Available Actions

Things 24CallDesk can do when triggered by other apps:

Action	What It Does
Create Contact	Add a new contact to your 24CallDesk contacts list
Send SMS	Send a text message to a phone number from your 24CallDesk number
Start Workflow	Enroll a contact into a follow-up workflow to begin automated outreach

Action Input Fields

Create Contact

Field	Required	Description
Name	Yes	Contact's full name
Phone Number	Yes	Phone number (any format, normalized to E.164)
Email	No	Contact's email address
Notes	No	Additional notes about the contact

Send SMS

Field	Required	Description
Phone Number	Yes	Recipient's phone number
Name	No	Contact name (creates contact if doesn't exist)
Message	Yes	The SMS content to send

Start Workflow

Field	Required	Description
Trigger Type	Yes	Type of trigger (e.g., form_submitted, contact_created)
Phone Number	Yes	Contact's phone number
Name	No	Contact's name
Email	No	Contact's email

Setup

Connect 24CallDesk to Zapier

Log into zapier.com
Go to My Apps > Add Connection
Search for "24CallDesk"
Click Connect
You'll be redirected to 24CallDesk to authorize the connection
Log in and click Authorize to grant Zapier access

Create Your First Zap

Click Create Zap
Choose 24CallDesk as the trigger app
Select a trigger (e.g., "Call Completed")
Choose your action app (e.g., Google Sheets)
Map the fields from the trigger to your action
Test and turn on your Zap

24CallDesk uses OAuth for secure authentication. You'll authorize once and Zapier will maintain the connection automatically.

Popular Zaps

Google Sheets to Workflow

Google Sheets → 24CallDesk

New spreadsheet row starts a follow-up workflow:

Add a new row to your Google Sheet with contact info
24CallDesk creates the contact automatically
Contact is enrolled in your follow-up workflow

Create this Zap →

Start Workflow from Form

Typeform → 24CallDesk

Enroll contacts into a workflow when they submit a form:

Lead fills out your Typeform
Contact is created in 24CallDesk
Follow-up workflow begins automatically

Create this Zap →

Call to Slack

24CallDesk → Slack

Get Slack notifications for completed calls:

Call ends in 24CallDesk
Summary and details posted to your Slack channel
Team stays informed in real-time

Create this Zap →

Call Log to Sheets

24CallDesk → Google Sheets

Automatically log all calls to a spreadsheet:

Call completes in 24CallDesk
Row added to Google Sheet with call details
Build your call history automatically

Create this Zap →

Multi-Step Zaps

Chain actions together for complex workflows:

Trigger: Call Completed (outcome = interested)
  ↓
Action 1: Create/update contact in HubSpot
  ↓
Action 2: Send Slack notification to sales team
  ↓
Action 3: Add row to Google Sheet for tracking
  ↓
Action 4: Send follow-up email via Gmail

Filters & Paths

Filters

Only run actions when conditions are met:

Trigger: Call Completed
Filter: Only continue if summary contains "callback"
Action: Create follow-up task in Asana

Paths

Different actions based on conditions:

Trigger: Call Completed
  ↓
Path A (status = completed, duration > 60):
  → Add to "Qualified Leads" sheet
  → Send thank-you email

Path B (status = completed, duration < 60):
  → Add to "Short Calls" sheet
  → Flag for review

API Reference

This section documents the API endpoints used by the Zapier integration.

Authentication

24CallDesk uses OAuth 2.0 for Zapier authentication.

OAuth Flow:

User initiates connection in Zapier
Redirect to https://api.24calldesk.com/oauth/authorize
User authorizes access
Zapier receives authorization code
Code exchanged for access/refresh tokens

Scopes:

read - Read contacts, calls, messages
write - Create/update contacts
follow_ups - Manage workflows
contacts - Full contact access
sms - Send SMS messages

Webhook Subscription Endpoints

Zapier uses these endpoints to subscribe to triggers:

POST /api/v1/webhook_subscriptions
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "event_type": "call_completed",
  "webhook_url": "https://hooks.zapier.com/..."
}

Response:

{
  "id": "zwh_abc123",
  "event_type": "call_completed",
  "webhook_url": "https://hooks.zapier.com/...",
  "active": true
}

Unsubscribe from Events

DELETE /api/v1/webhook_subscriptions/{id}
Authorization: Bearer {access_token}

Action Endpoints

Create Contact

POST /calldesk/contacts/create
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "contact": {
    "name": "John Doe",
    "phone_number": "+15551234567",
    "email": "john@example.com",
    "source": "zapier",
    "notes": "From Typeform submission"
  }
}

Send SMS

POST /calldesk/contacts/text
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "contact_token": "con_xyz789",
  "sms_content": "Thanks for your interest! We'll be in touch soon."
}

Start Workflow

POST /webhooks/incoming/follow_up_triggers/trigger
Authorization: Bearer {access_token}
Content-Type: application/json

{
  "trigger_type": "form_submitted",
  "contact": {
    "name": "John Doe",
    "phone": "+15551234567",
    "email": "john@example.com"
  },
  "metadata": {
    "source": "zapier",
    "form_name": "Contact Us"
  }
}

Error Handling

All endpoints return structured errors:

{
  "error": "invalid_phone",
  "message": "Phone number must be in E.164 format (+15551234567)"
}

Common Status Codes:

200 - Success
201 - Created
400 - Bad request (invalid parameters)
401 - Unauthorized (invalid/expired token)
422 - Validation error

Best Practices

Test Before Going Live

Always use Zapier's test feature:

Run a test with sample data
Verify the output looks right
Check that the destination app received it correctly

Use Filters Wisely

Don't send every event to every app. Filter for relevance:

Good: Call Completed + duration > 30 seconds
Bad: All calls → CRM (creates noise)

Handle Errors

Set up notifications for Zap errors:

Email alerts when Zaps fail
Retry logic for transient failures
Fallback actions for critical flows

Name Zaps Clearly

Use descriptive names:

Good: "24CallDesk Completed Calls → HubSpot Contacts"
Bad: "My Zap 1"

Zapier offers a free tier with 100 tasks/month. Most businesses need a paid plan for higher volume.

Rate Limits

24CallDesk Zapier integration limits:

Limit Type	Value
Requests per minute	100
Requests per day	10,000

For higher volumes, consider our REST API or Webhooks for direct integration.

Troubleshooting

Connection Issues

If your Zapier connection stops working:

Go to My Apps in Zapier
Find 24CallDesk and click Reconnect
Re-authorize the connection

Missing Data

If triggers aren't firing or data is missing:

Check that your 24CallDesk account is active
Verify the trigger conditions match your events
Test the trigger manually in Zapier

Need Help?

Zapier Support: zapier.com/help
24CallDesk Support: support@24calldesk.com

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