Zapier integration

CONTENTS

Overview: Your business wants to connect the dots. The data that's being left on Consolto can be transmitted to your own tools and databases and that's absolutely great!

One way to perform this is with Zapier. Zapier is a hub that connects various tools together.

In Consolto, we send information to Zapier and from there you'd need to take it to your own tools.

📨 Chat & Feed Events

  • FEED_EVENT – Notifies you whenever a new chat message is sent in a room.
  • CALL_RECORDING – Alerts you when a call recording is available to download.
  • FILE_UPLOAD / IMAGE_UPLOAD / AUDIO_MESSAGE – Triggered whenever participants share files, images, or audio messages.
  • CONVERSATION_DIGEST – Sends a digest of all messages exchanged in a room (batched every 30 minutes).

📞 Call Events

  • CALL_REQUEST – Fired when a customer initiates a call request.
  • CALL_ACCEPT – Sent once an agent accepts the call.
  • CALL_JOIN – Triggered as participants join an active call.
  • CALL_END – Notifies you when a call session finishes.

👤 Customer & Contact Events

  • CONTACT_FORM (NEW LEAD) – Delivers the full details whenever a user submits your Consolto widget’s contact form.
  • CUSTOMER_EVENT – Updates you whenever customer profile or chat-room details (notes, tasks, etc.) change.

📅 Appointment & Scheduling Events

  • NEW_MEETING_REQUEST – Sent when a new meeting is requested.
  • CONFIRM_MEETING_REQUEST – Triggered when a proposed time slot is confirmed.
  • UPDATE_MEETING_REQUEST – Fired when a meeting’s details (time, participants, notes) are updated.
  • CANCEL_MEETING_REQUEST – Notifies you when a meeting is canceled.

Why It Matters

Zapier allow you to:

  • Sync conversations and appointments into your CRM or ticketing system.
  • Trigger automations such as sending follow-up emails or notifications.
  • Keep your analytics dashboards live and up-to-date.

With Consolto's integration to Zapier, your business systems always know what’s happening—right when it happens.

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How to set Zapier up

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In order to connect Consolto's triggers to Zapier, you'd need to follow the following steps: 

Zapier integration
  1. Copy the api key from the Consolto backoffice by clicking the "Connect" (Or copy the already-created) apiKey from: Consolto Backoffice https://app.consolto.com/expertHome/settings/personalSettings/integrations
  2. IMPORTANT - in case you don't see the integrations section - send us an email and we'll enable it for you - support@consolto.com
  3. On Zapier, select "Consolto" as the trigger of the Zap.
  4. Select one of the trigger events
  5. Choose account - When the window pops up, paste the API Key that you took from the Consolto backoffice (step 1 above).
  6. Take it from here with the instructions on the screen.

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