Zapier
Private First AI Employee app in Zapier
Recommended route
What it does
Completed Call in First AI Employee runs Add Row in Smartsheet.
Before you start
Choose a sheet and keep a column for the Event ID.
What it does not do
This is customer-owned automation, not a native or two-way sync. The private First AI Employee app is installed from the dashboard invitation and is not searchable in Zapier’s public directory.
Set it up
- Open Integrations in your First AI Employee dashboard and use the current private-app invitation shown there.
- Create a Zap with Completed Call from First AI Employee, then choose Smartsheet and Add Row.
- Authorize your own Smartsheet account and complete this account-specific requirement: Choose a sheet and keep a column for the Event ID.
- Map Event ID and the caller fields you actually need, test the downstream record in the provider, then turn on the Zap.