Zapier
Customer-owned Zapier workflow
Recommended route
What it does
Recommended: use a customer-owned Zap to find or create an ISN client from New Lead, with guarded order, calendar, or task steps when the required account fields are present. Alternative: the dashboard can verify your keys and show a read-only credential preview, but that preview does not create clients, orders, or appointments.
Before you start
Inspection orders, calendar events, and tasks need account-specific inspector, user, time, and order fields that are not present in a normal call event.
What it does not do
Inspection orders, calendar events, and tasks need account-specific inspector, user, time, and order fields that are not present in a normal call event.
Set it up
- Connect ISN in your own Zapier account and install the private First AI Employee app.
- Use Find Client, then Create Client when no match exists.
- Add Create Order or Create Calendar Event only after choosing the account-specific inspector and time fields.