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)

Call a number parameters

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

Create a new Zap in Zapier

Select Atlas as the trigger app and "Call Completed" as the trigger event

Connect your Atlas account when prompted

Select Google Sheets as the action app and "Create Spreadsheet Row" as the action

Map the call data fields to your spreadsheet columns

Test and enable your Zap

Example 2: Trigger Follow-up Call After Form Submission

Create a new Zap with a form submission trigger (e.g., Google Forms, Typeform)

Select Atlas as the action app and "Call A Number" as the action

Connect your Atlas account when prompted

Map form fields to call parameters (name, phone number)

Configure scheduling options if needed

Test and enable your Zap

Example 3: Send Slack Notification When Call Starts

Create a new Zap with Atlas as the trigger app and "Call Started" as the trigger event

Connect your Atlas account when prompted

Select Slack as the action app and "Send Channel Message" as the action

Create a message template using call data (Campaign Name, Customer Name)

Select target Slack channel

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.

Zapier

Atlas Automation with Zapier: Integration Guide#

Overview#

Triggers#

1. Call Completed#

2. Call Started#

Actions#

1. Action: Call A Number#

Creating Basic Automations#

Example 1: Log Completed Calls to Google Sheets#

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

Example 3: Send Slack Notification When Call Starts#

Atlas Automation with Zapier: Integration Guide

Overview

Triggers

1. Call Completed

2. Call Started

Actions

1. Action: Call A Number

Creating Basic Automations

Example 1: Log Completed Calls to Google Sheets

Example 2: Trigger Follow-up Call After Form Submission

Example 3: Send Slack Notification When Call Starts