Zapier
Customer-owned Zapier workflow
Recommended route
What it does
Customers connect their own First AI Employee and EZLynx accounts inside Zapier, so they can build this recipe without giving EZLynx credentials to us. The Zap can find a personal applicant by cell phone and add the call summary after verifying the returned applicant.
Before you start
The customer's EZLynx plan and user permission must allow Zapier. A shared household phone can match the wrong applicant, so stop on no match or ambiguity, verify the returned identity against the caller name when available, and pass a connected-account test before activation.
What it does not do
The customer's EZLynx plan and user permission must allow Zapier. A shared household phone can match the wrong applicant, so stop on no match or ambiguity, verify the returned identity against the caller name when available, and pass a connected-account test before activation.
Set it up
- Confirm that your EZLynx subscription and user permission include Zapier, then connect EZLynx in your own Zapier account. Do not send EZLynx credentials to First AI Employee.
- Install the private First AI Employee app, require a non-empty caller phone, search by cell phone, and require the returned identity to match the caller name when available.
- Map the verified Applicant ID, test and read back an approved non-production note, and only then activate the Zap.