> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier

> Connect RevDesk to 8,000+ apps through Zapier. Automate workflows without writing code.

Connect RevDesk to over 8,000 apps through Zapier. Create automated workflows that trigger when calls happen, appointments get booked, or leads are qualified.

***

## What it does

* **8,000+ app connections** - Connect to virtually any tool
* **No-code automation** - Build workflows without coding
* **Trigger on events** - Start workflows from RevDesk events
* **Send data to RevDesk** - Push data from other apps

***

## Available triggers

Use these RevDesk events to start Zaps:

| Trigger                 | When it fires                      |
| ----------------------- | ---------------------------------- |
| New Call                | When a call is received            |
| Call Completed          | When a call ends                   |
| Appointment Booked      | When an appointment is created     |
| Appointment Cancelled   | When booking is cancelled          |
| Appointment Rescheduled | When booking time changes          |
| Lead Qualified          | When AI qualifies a lead           |
| Meeting Ended           | When a scheduled meeting completes |

***

## Popular Zaps

### CRM sync

**RevDesk → Google Sheets**
Log every call to a spreadsheet for analysis

### Lead routing

**RevDesk → Email**
Send qualified leads to your sales team instantly

### Follow-up sequences

**RevDesk → Mailchimp**
Add new contacts to email sequences

### Team notifications

**RevDesk → Microsoft Teams**
Post to Teams when appointments are booked

### Log to a spreadsheet

**RevDesk → Google Sheets**
Append a row for every call or booking

***

## Setup

<Steps>
  <Step title="Create a Zap">
    Go to [zapier.com](https://zapier.com) and click "Create Zap"
  </Step>

  <Step title="Choose RevDesk as trigger">
    Search for "RevDesk" in the trigger apps
  </Step>

  <Step title="Select trigger event">
    Choose which RevDesk event starts your workflow
  </Step>

  <Step title="Connect your account">
    Sign in to RevDesk when prompted
  </Step>

  <Step title="Add actions">
    Choose what happens when the trigger fires
  </Step>

  <Step title="Turn on your Zap">
    Test and activate your automation
  </Step>
</Steps>

***

## Data available in Zapier

Each trigger includes relevant data:

**Call events include:**

* Caller name, phone, email
* Call duration and timestamp
* Call outcome and disposition
* Transcript and recording links
* Custom fields you've configured

**Appointment events include:**

* Customer details
* Appointment date and time
* Service type
* Location or video link
* Notes from booking

***

## Example workflows

### Qualified lead → Close deal

1. Trigger: Lead Qualified in RevDesk
2. Action: Create deal in Pipedrive
3. Action: Send email to sales rep
4. Action: Add to follow-up sequence

### Appointment booked → Full automation

1. Trigger: Appointment Booked
2. Action: Add to Google Calendar (backup)
3. Action: Send confirmation email
4. Action: Create Trello card for prep
5. Action: Notify team in Slack

***

## Requirements

* Zapier account (Free tier works, paid for multi-step)
* RevDesk account
* No additional cost from RevDesk

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Zap not triggering">
    Check that your Zap is turned on and the trigger event matches your expectations.
  </Accordion>

  <Accordion title="Missing data in Zap">
    Make sure all required fields are available. Test with a real event, not sample data.
  </Accordion>

  <Accordion title="Connection expired">
    Reauthorize the RevDesk connection in Zapier's Connected Accounts.
  </Accordion>
</AccordionGroup>

***

<Card title="Create a Zap" icon="bolt" href="https://zapier.com/apps/revdesk/integrations">
  Start building automations now
</Card>