Integrations

Integrations allow you to connect your voice agent with external services to streamline data management, messaging, scheduling, and more.

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Available Integrations

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Google Sheets

Sync your call data and leads directly to Google Sheets for easy analysis and reporting. Features:

• Real-time data syncing
• Automated lead tracking
• Customizable data mapping

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WhatsApp

Connect a WhatsApp Business Account with the WhatsApp hub for Embedded Signup, templates, Broadcasts, inbox replies, catalog, opt-outs, and calling. See the full guide: WhatsApp. Setup:

1. Open your project and go to WhatsApp in the sidebar.
2. Complete Meta Embedded Signup on the Overview tab.
3. Confirm Meta payment method and phone registration (CONNECTED).
4. Configure templates, catalog, and settings from the hub tabs.

Use Cases:

• Customer support inbox with human takeover
• Template broadcasts and post-call notifications
• Catalog and product messages
• WhatsApp Calling (when Meta eligibility is met)

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Shiprocket

Track shipment status and delivery updates directly within your voice calls using the Shiprocket tracking service. Features:

• Real-time order status checks
• Delivery updates
• Automated shipment queries

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Calendly

Enable users to book appointments or schedule meetings seamlessly using Calendly integration. Features:

• Automated scheduling
• Calendar syncing
• Availability checks

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Gmail

Send emails using your Gmail account. This is perfect for sending follow-ups, confirmations, and notifications to your users. Features:

• Automated email follow-ups
• Custom email templates
• Instant notifications

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Zapier

Connect Botcadence to thousands of apps with Webhooks by Zapier. Integrations is only the Catch Hook URL. On a campaign, inbound, or channel, turn on post-call extraction (always saved in-app) and choose Send extracted fields to that Zapier connection. Catch Hooks fire only for conversations on a source that selected that connection. Extracted fields are always stored for in-app reports. When Zapier is the destination, the Catch Hook also receives them in structured_data. Outbound events: conversation.completed, conversation.handover, and conversation.inactivity_summary. Inbound Zaps call Botcadence with a project API key. Setup (outbound triggers):

1. In Zapier, create a Zap and choose Webhooks by Zapier → Catch Hook. Copy the webhook URL.
2. In your project, open Integrations and connect Zapier. Paste the Catch Hook URL.
3. Open the campaign, inbound, or channel Integrations tab, enable post-call extraction, and set Send extracted fields to the Zapier connection (or leave In-app only).
4. Attached sources enqueue a signed HTTPS POST to that URL (retried via the same job worker as custom webhooks).

Custom webhook integrations stay channel/campaign gated (integrations.crm). Zapier is gated the same way (integrations.zapier). You can attach CRM, Sheets, or Zapier — not more than one extra destination. Setup (inbound actions):

1. Create a project API key under API keys.
2. In Zapier, use Webhooks by Zapier → POST with header X-API-Key.
3. Supported endpoints:
   • Trigger an outbound campaign call: POST /organizations/{org_id}/projects/{project_id}/campaigns/{campaign_id}/trigger-call (scope calls:create)
   • Fire an automation rule: POST /organizations/{org_id}/projects/{project_id}/automation-rules/trigger (scope automations:trigger)

Event payload fields: event, event_type (compat alias), occurred_at, organization_id, project_id, conversation_id, customer_profile_id, conversation_type, channel, status, summary. Handover events also include handover_id, handover_reason, handover_status, and user_message.

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How to Connect