What it connects to.

This is the preferred connection for Cloudbeds, and it needs no Zapier account. Paste a Cloudbeds property API key in your dashboard, verify the properties it can read, and choose one. The connected lane looks up reservations and guests by ID for front-desk work. It does not create or change reservations or process payments.

Worth knowing: Cloudbeds must issue a key with guest and reservation read access. The key is stored sealed after you choose the property it serves.

Add a report recipient under Channels. Your signup address starts with one click; any other address must verify its confirmation link before call reports and transcripts are sent there.

Every call, transcript, recording and booking lands in your dashboard as it happens. It is the one place that always has the whole record.

Your dashboard generates the account-bound script and gives exact placement steps for WordPress, Squarespace, Wix, Shopify, Webflow and other sites. Paste it, publish, then send a real message to prove it is live.

Worth knowing: Requires an active AI Chat & Replies plan. The widget is our own secure embed, not a third-party chat account.

The connection flow stays unavailable until the Meta app credentials are configured and the dashboard can prove the Page connection is ready. No dead Connect button is offered in the meantime.

Connect it once from your dashboard. Your AI reads your free and busy times during the call, then writes the appointment to the calendar you picked. If the calendar is ever unreachable, it takes the request and tells the caller it is recorded, never that it is booked.

Connect it once from your dashboard and your AI writes appointments straight onto your Outlook calendar. Live availability checking is newer here than on Google: where it cannot read your calendar it takes the appointment and says so, instead of guessing a time that might already be taken.

Worth knowing: Needs a Microsoft 365 business account. Personal Outlook.com and Hotmail addresses cannot connect.

Connect it once from your dashboard. Your AI reads your real Calendly availability during the call, buffers included, so it only offers times that are actually open. It does not write the booking into Calendly itself: booking there needs the caller’s email and a choice of event type, so it takes the appointment as a request for you to confirm, and the caller hears exactly that.

Your AI cannot read Acuity for live availability, so it will not quote a time from it. What it does instead: text the caller your booking link, and drop the lead into Acuity the moment the call ends. Acuity takes the person but not the appointment, so somebody still books that one.

Under Channels, authorize Slack and choose the channel on Slack’s own screen.

Under Channels, make a Teams Workflow and paste the webhook it gives you.

Under Channels, authorize private report DMs or paste a webhook for a shared channel.

Under Channels, open the link and press Start on the bot. Nothing is pasted into the dashboard.

The linking code and Signal number appear only on a deployment with the Signal service configured. That service is not configured today, so Signal is not offered as a live channel.

Under Channels, link the Chat app with its one-time code or paste a webhook for a shared space.

Call recaps on WhatsApp are coming soon. The available channels above can be connected today; Signal remains unavailable until its service is configured.

Recommended today: install the private First AI Employee app in your own Zapier account, choose New Lead, and use Jobber Create Client. This creates a client only. Requests, jobs, visits, quotes and invoices need separately reviewed fields and actions. The direct OAuth card remains closed.

Worth knowing: Your Jobber plan and user must permit Zapier and client creation. Send a synthetic lead and confirm the client in Jobber before turning the Zap on.

The dashboard can verify a JobNimbus API key and the company it reaches, but this does not sync calls or create CRM records. Use the Zapier route for useful automation today. The direct lane becomes recommended only after a live workflow uses it.

Worth knowing: JobNimbus must issue an API key that can read your company. Where one key sees more than one company you have to choose, so a shared admin key cannot attach itself to the wrong business.

The dashboard can verify a Workiz API token, but this does not send callers, jobs or bookings into Workiz. Use the Zapier route for useful automation today. The direct lane becomes recommended only after a live workflow uses it.

Worth knowing: The Workiz API needs the Ultimate plan with the Developer API add-on. You make the token and secret yourself under Settings, Integrations, Developer. Workiz publishes no read that accepts the secret, so we store the secret sealed without proving it and say so rather than imply a fully checked pair.

The dashboard can verify Service Fusion API credentials, but this does not create customers, jobs or estimates. Use the Zapier route for useful automation today. The direct lane becomes recommended only after a live workflow uses it.

Worth knowing: The Service Fusion API needs the PRO plan. You make the client ID and secret yourself under My Office, Developer Settings, API Credentials. We do not check your plan ourselves, so a refusal from Service Fusion is what tells you the account is below PRO.

The dashboard can verify an Inspection Support Network access key and company key, but this does not create clients, orders or appointments. Use the Zapier route for useful automation today. The direct lane becomes recommended only after a live workflow uses it.

Worth knowing: ISN charges nothing extra for API access, and you make the access key yourself under Settings, My Access Keys. An ISN access key never expires and carries the full rights of the user who made it, so use the least privileged account that still works. When you disconnect, delete the key in ISN as well: nobody but you can revoke one.

The dashboard can verify a Spectora API key, but this does not create clients or inspections. Use the Zapier route for useful automation today. The direct lane becomes recommended only after a live workflow uses it.

Worth knowing: Spectora keys are self-serve at developer.spectora.com and the API is generally available. The free tier allows 1,000 requests a month and is read-only, which is all this connection uses.

One approval screen from your dashboard, on your own Follow Up Boss account. Each completed call files an Incoming Call lead event carrying the caller name, phone number and the summary. Appointments and deals are left alone on purpose: those are decisions, and a decision belongs to a human.

One approval screen from your dashboard, on your own RepairShopr account. Each completed call creates an unconverted lead with the caller first name, last name and phone number. It does not open a ticket, create a customer or put anything on your schedule.

One approval screen from your dashboard, on your own CompanyCam account. Each completed call creates a customer record with the caller name, phone number and the call summary. It does not create projects or tasks, because those need an address and a decision we do not have.

One approval screen from your dashboard, on your own Táve account. Each completed call creates a lead-stage job carrying the caller identity and the call summary. Events and bookings stay yours to create.

Connect your own HighLevel sub-account in one approval screen from your dashboard. After that, every completed call creates or updates the caller as a contact and adds the call summary as a note. It does not create opportunities, tasks or appointments, and it never sends an outbound message.

Worth knowing: You need admin access to the HighLevel sub-account where completed calls should land. Composio, our integration partner, holds the approved connection for us.

Housecall Pro is backend-only right now. There is no customer setup card because the supported path still needs a MAX-plan account, an Admin API key, and a real signed webhook round trip before we can safely expose it.

Worth knowing: Do not create a Housecall Pro connection from this page yet. Until the self-serve path is proven, your AI still answers every caller, takes the job details, and sends them to you by email, chat and dashboard.

Your ServiceTitan admin completes ServiceTitan’s Zapier registration, builds the downstream action in your own Zapier account, and pastes that Zap’s Catch Hook into the dashboard. We deliver completed-call data to the hook in one direction. What Zapier writes into ServiceTitan is the workflow you configure, not a native or two-way First AI Employee sync.

Worth knowing: Needs the Works or Legacy package, plus a form ServiceTitan reviews before they issue credentials. Their Zapier app is in open beta and ServiceTitan does not formally support it.

Onfleet is available through your own Zapier account and the Catch Hook fallback in your dashboard. There is no direct managed Onfleet connection yet.

A caller who becomes a job can be created as a customer in QuickBooks, so the invoice later has somebody to point at.

Worth knowing: QuickBooks is a Zapier premium app, so it needs a paid Zapier plan.

Every caller becomes a contact with the summary attached. HubSpot’s free CRM is enough for this.

Calls arrive as leads or contacts.

Worth knowing: Two paywalls, and both catch people out: Salesforce is a Zapier premium app, so it needs a paid Zapier plan, and your Salesforce edition has to include API access. Enterprise and above include it. Professional charges extra for it. Check yours first.

Common in real estate and consulting. Calls arrive as a person or a lead with the summary in the notes. Follow Up Boss is the other one people ask about here, and it has its own row further up: that one connects straight from your dashboard.

For law firms. New callers land as a contact or a matter.

Worth knowing: Clio Manage connects to Zapier. Clio Grow does not, which is worth knowing before you plan your intake around it.

Connect your Google account, choose a spreadsheet and sheet, and every completed call becomes one row with the caller details and summary. No n8n account, import or webhook is needed.

Worth knowing: The card becomes Ready only after the provider approval and destination check both succeed. If the card is not offered in your dashboard, the managed connection is not enabled for your account yet.

Approve your Notion account and choose a database. Every completed call creates one page containing the caller details and call summary.

Worth knowing: The card becomes Ready only after the selected database is verified with your approved account.

Approve your Asana account and choose a project. A completed call creates one task only when follow-up is needed.

Worth knowing: The card becomes Ready only after the selected project is verified with your approved account.

Approve your ClickUp account and choose a list. A completed call creates one task only when follow-up is needed.

Worth knowing: The card becomes Ready only after the selected list is verified with your approved account.

Approve your Trello account, then choose a board and list. A completed call creates one card only when follow-up is needed.

Worth knowing: The card becomes Ready only after the selected board and list are verified with your approved account.

Anything with a Zapier app is reachable the same way. If you already run it, we will look at it with you during onboarding.

Mindbody, Vagaro, Booksy, Fresha and GlossGenius publish no Zapier app, so nobody can connect them this way, us included. That is their decision, not a gap on our side, and no amount of building here changes it. What works today: your AI answers, takes the booking details, and sends them to you by email, chat and dashboard. Square is the exception worth knowing about. It connects on a free account and it can create the appointment, not just the client.

We can reach all three, and we still will not offer you a button, because each one needs something a phone call does not give us. ServiceM8 will not create a job without a street address. AccuLynx will not create a contact without a contact type that only exists inside your own account. GorillaDesk needs a full service address, a phone type from your account, and it writes permanently with no way to catch a duplicate. Half a lead filed in the wrong place is worse than a lead in your inbox, so these wait until we can fill every field properly.

During managed setup, we read destination names and IDs so you can choose the right spreadsheet, database, project, list or board. Before each managed write, we check only for our event marker in the selected sheet, a matching Notion page title and marker block, or task and card names so a retry does not create a duplicate. We do not import or synchronize the rest of your account. Google Calendar, Outlook and Calendly also read availability because booking a real time depends on it.

Tell us what you run during the consultation. If it has a safe managed connection or Zapier reaches it, we will tell you the shortest supported route. If neither does, we will say so before you pay.