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Zapier

Atlas Automation with Zapier: Integration Guide#

Overview#

This guide explains how to create automations with Zapier for Atlas.
For any trigger or action you'll have to log in to your Atlas account in Zapier and authorize the app.

Triggers#

1. Call Completed#

Triggers when a call is completed in Atlas.
Output Data:
Campaign Id
Agent Id
Call Id
Customer Number
Customer Name
Campaign Name
Agent Name
Campaign Type (outbound | inbound | voice-bubble)
Call Summary
Ended At
Started At
Duration Ms
Duration Seconds
Duration Minutes
Call Transcript
Audio Url
Use Cases:
Record call details in Google Sheets
Send completion notifications via email or Slack
Store call data in a database
Trigger follow-up workflows based on call outcomes

2. Call Started#

Triggers when a new call begins in Atlas.
Output Data:
Campaign Id
Agent Id
Call Id
Customer Number
Customer Name
Campaign Name
Agent Name
Use Cases:
Log the start of calls
Send real-time notifications
Start parallel processes

Actions#

1. Action: Call A Number#

Initiates an outbound call from an Atlas campaign.
Parameters:
Campaign (select from available Atlas campaigns)
Phone Number (target number to call)
Customer First Name
Customer Last Name (optional)
Dynamic information about the customer (optional).
To use custom variables you can add key-value pairs with information, split by semicolon or new line. Example
Scheduled Date (optional - if not provided, call starts immediately)
Use Cases:
Schedule follow-up calls based on form submissions
Initiate calls when specific events occur
Set up automated call sequences

Creating Basic Automations#

Example 1: Log Completed Calls to Google Sheets#

1.
Create a new Zap in Zapier
2.
Select Atlas as the trigger app and "Call Completed" as the trigger event
3.
Connect your Atlas account when prompted
4.
Select Google Sheets as the action app and "Create Spreadsheet Row" as the action
5.
Map the call data fields to your spreadsheet columns
6.
Test and enable your Zap

Example 2: Trigger Follow-up Call After Form Submission#

1.
Create a new Zap with a form submission trigger (e.g., Google Forms, Typeform)
2.
Select Atlas as the action app and "Call A Number" as the action
3.
Connect your Atlas account when prompted
4.
Map form fields to call parameters (name, phone number)
5.
Configure scheduling options if needed
6.
Test and enable your Zap

Example 3: Send Slack Notification When Call Starts#

1.
Create a new Zap with Atlas as the trigger app and "Call Started" as the trigger event
2.
Connect your Atlas account when prompted
3.
Select Slack as the action app and "Send Channel Message" as the action
4.
Create a message template using call data (Campaign Name, Customer Name)
5.
Select target Slack channel
6.
Test and enable your Zap
For more advanced workflows, consider using Zapier's multi-step Zaps, filters, or formatters to create complex automations tailored to your specific needs.
Modified at 2025-05-27 21:34:38
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