Trigger Zapier Workflows from Every Chat

Send chat events into Zapier and route them anywhere. Boei's agentic AI fires the right Zapier workflow on the fly and works across web chat, WhatsApp, email, and SMS.
✓Fire any workflow✓Two-way actions✓You pick which events fire
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Zapier Capabilities

What Your AI Agent Can Do With Zapier

Boei's agentic AI calls the Zapier API directly during conversations. No marketplace, no glue code. The agent figures out the right call, runs it live, and replies in the chat.

Trigger a workflow

Lead captured? Payment received? Escalation? The agent fires the matching Zapier workflow with the chat data attached.

(agent qualifies a lead)
Boei triggers 'Zapier: New Lead' with name, email, score, source, and transcript.

Two-way: read and write

Workflows can come back with data the agent uses in the conversation, like CRM lookups or inventory checks.

Is the X1 in stock?
Checking via Zapier... yes, 7 in stock. Want me to set one aside?

Route by intent

The agent classifies what the visitor wants and triggers a different Zapier workflow for sales, support, or billing.

I want to upgrade my plan
Triggering 'Upgrade flow' in Zapier. You'll get a personalized quote in the next message.

Log everything

Every conversation can fire a 'chat completed' event into Zapier so you can build dashboards, alerts, and follow-ups elsewhere.

(end of every conversation)
Boei fires 'chat_completed' to Zapier with channel, duration, outcome, and tags.

Need something else? Tell the AI in plain English. The agent figures out the right Zapier API call and runs it live.

The Glue Between Your Website Chat and Everything Else

Boei already connects to popular CRMs, payment providers, and analytics tools directly. But every business has its own unique stack. Maybe you use Notion for project management, Airtable for your customer database, or ConvertKit for email sequences. Zapier makes it possible to connect Boei to all of them without writing a single line of code.

Here is how it works. When something happens in Boei, like a new lead submission, an AI conversation completion, or a form entry, Boei sends the data to Zapier via webhook. Zapier then runs your "Zap," which can do anything: create a contact in your CRM, add a row to Google Sheets, send a welcome email, post to Slack, and create a Trello card. All from one chat interaction.

The real power comes from multi-step Zaps. A single website conversation can trigger five different actions across five different apps. A visitor fills out your contact form, and within seconds: a HubSpot contact is created, a welcome email goes out, your sales team gets a Slack alert, a row is added to your tracking spreadsheet, and a task is assigned in Asana. That is the kind of automation that turns a simple chat widget into the front door of your entire business.

How Boei Works With Zapier

Set it up once, automate everything forever

1

Connect Boei to Zapier

Set up a webhook trigger in Zapier and paste the URL into Boei's webhook settings. Boei will send chat events to Zapier automatically.
2

Build Your Zap

In Zapier's visual builder, define what happens when Boei sends data. Add one action or chain multiple steps across different apps.
3

It Runs Automatically

Every time a visitor chats, submits a form, or completes an AI conversation, your Zap fires. No manual work, no missed leads.

Popular Automations People Build

Multi-Step Lead Processing

One chat lead triggers a chain: create CRM contact, send welcome email, notify sales on Slack, add to Google Sheets, and assign a follow-up task. All from a single conversation.

Conditional Routing

Use Zapier's filters and paths to route leads differently. Visitors who ask about enterprise plans go to one workflow. Small business inquiries go to another. Each gets the right follow-up.

Data Enrichment

When a lead comes in from Boei, Zapier can enrich it with company data from Clearbit or Hunter, then pass the enriched profile to your CRM. Your sales team gets a complete picture before they even reach out.

Custom Workflows for Any Tool

Use Notion? Airtable? Monday.com? Freshdesk? ConvertKit? If it is on Zapier, you can connect it to Boei. Build the exact workflow your business needs without waiting for a native integration.

Automated Email Sequences

When someone chats with your AI and shares their email, Zapier can automatically add them to a Mailchimp, ConvertKit, or ActiveCampaign sequence. Nurture leads that came from chat conversations.

Spreadsheet Logging

Every chat interaction logged in Google Sheets or Airtable. Track conversation volume, lead sources, popular questions, and conversion patterns without any manual data entry.

Frequently Asked Questions

How is this different from Boei's direct integrations?

Boei has native integrations for popular tools like HubSpot, Salesforce, and Google Analytics. Zapier extends this to 7,000+ apps that do not have a direct integration. If the tool you need is not in Boei's integration list, Zapier is how you connect it.

Do I need a paid Zapier account?

Zapier's free plan supports simple single-step Zaps with limited runs. For multi-step workflows or higher volume, you will need a paid Zapier plan. Boei's webhook sends data to Zapier regardless of which Zapier plan you use.

What data does Boei send to Zapier?

Boei sends the visitor's name, email, phone, message content, the channel they used, the page URL, and any custom fields from forms or AI conversations. You can use any of this data in your Zap.

Which Boei plan do I need?

Webhook integrations require the Growth plan at $49/month (annual billing). This includes 3 chatbots, 7,000 AI credits, and the API access needed to send webhooks to Zapier.

Can Zapier send data back to Boei?

The primary flow is Boei triggering Zapier actions. For two-way communication, you can use Boei's API to update records or trigger actions from Zapier. This requires the Growth plan's API access.

How fast do Zaps trigger after a chat event?

Boei sends webhook data in real time. Zapier processes it based on your Zapier plan. On paid Zapier plans, Zaps trigger within seconds. On the free plan, there can be a delay of up to 15 minutes.

Your Chatbot, Connected to Your Entire Business

Every website conversation triggers the right workflow across 7,000+ apps. No code, no manual work, no missed leads.

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