Flora/Eva

Pushing data from calls that Flora receives goes to the following zap: https://zapier.com/editor/264611472/published

Testing

Ideas

 For calls with unknown accounts you can push to this account and assign a task to Gabriela https://app.ezlynx.com/web/account/173970571/activity 

Improvement Needed

it looks like the zap is failing but I see it posted in the account twice https://app.ezlynx.com/web/account/85979635/activity

so its working but saying it failed in zapier but check out some recent ones

Use Existing report that is emailed daily to get applicant ID and create note in Zapier Streamlining Customer Interactions 💡

Can we have the Zaps post a task for the department. For example if it is a commercial account post to Zeus 

 Troubleshooting Zap Functionality let me know which path goes where

Sonant AI Zapier Documentation

Creating Zaps from Call Analysis Webhooks

Overview

This guide explains how to create Zaps that process inbound call data and interact with EZLynx. The webhook provides call analysis data, transcripts, and lead information that can be used to automate workflows.

Webhook Data Structure

The webhook contains several key sections:

1. Call Provider Details

   - Call Status

   - Call Duration

   - Call Answered By

2. Transcripts

   - Agent Memory Transcript

   - Recording Transcript

3. Lead Information

   - Lead Name

   - Lead Phone (includes +1 country code)

   - Applicant ID

   - Departments

Setting Up the Zap

1. Webhook Trigger

- Use "Webhooks by Zapier" as the trigger on block 1

- Select "Catch Hook"

- Test to receive sample data

2. Format Phone Number - block 2

- Add "Formatter by Zapier" step

- Transform: Text

- Action: Remove

- Field: Lead Info Lead Phone

- Find: "+1"

- Replace with: (leave empty)

This step is important because EZLynx phone number don’t have the +1

3. Set Up Search Paths

Create paths to search for the contact in different fields, for example:

Path A (Business Phone):

- Add EZLynx "Search Commercial Applicants"

- Use formatted phone number in BusinessPhone field

- Set "If no results found" to "Mark safely halted"

Path B (Primary Work):

- Same EZLynx search

- Use formatted phone number in PrimaryContactWorkPhone

- Add condition: Only run if Path A returns no results

Path C (Primary Cell):

- Same EZLynx search

- Use formatted phone number in PrimaryContactCellPhone

- Add condition: Only run if Paths A and B return no results

4. Create Note

In each path after the search:

- Add EZLynx "Create Note" action

- Use found Applicant ID from the search nodes

- Structure note content:

  ```

  ```

Testing

1. Use the test trigger sample data

2. Verify phone formatting

3. Confirm search works in each path

4. Check note creation in EZLynx

Troubleshooting

- Verify phone number format matches EZLynx requirements

- Check path conditions if multiple searches occur

- Confirm Applicant ID is properly passed to note creation

Available Webhook Fields

Key fields for automation:

- `Lead Info Lead Phone`: Contact phone number

- `Lead Info Lead Extra Info Applicant Id`: ignore for now, eventually will be the ApplicantID

- `Lead Info Lead Extra Info Departments`: Department information, only available when we can match the phone number. It can be used to avoid duplicated entries on the commercial and personal applicants associated with a given phone number

- `Analyzed Call Call Extracted Info Call Outcome`: Call result, currently doesn’t mean much (like what you see on the email)

- `Analyzed Call Transcripts Agent Memory Transcript`: Call transcript seen by the agent during the call

 - `Analyzed Call Transcripts Recording Transcript`: Call transcript based on the recording post call

Old Zap 

Zapier workflows can be found in Sonant Folder in Zapier: https://zapier.com/app/assets/zaps/folders/2457592

• Sonant Truck Follow Up: https://zapier.com/editor/263696256/published

  • Label: sonant truck follow up

  • Corresponding sheet: StreetSmart Truck Follow-Up - Spreadsheet View

• Sonant Truck Winback: https://zapier.com/editor/263949076/published

  • Label: sonant truck winback 

  • Corresponding sheet: StreetSmart Winback Old Leads - Spreadsheet View 

• Sonant After Call Analysis For Commercial Outbound Calls: https://zapier.com/editor/263950351/published

  • This one pushes data back to EZLynx after the post call analysis AI is run on our end, it is matched via ApplicantId 

  • Creates Note with call status, outcome, etc.

General Instructions

• Add corresponding label in EZLynx 

  • Labels: 

    • sonant truck follow up

      • Corresponding sheet: StreetSmart Truck Follow-Up - Spreadsheet View

    • sonant truck winback 

      • Corresponding sheet: StreetSmart Winback Old Leads - Spreadsheet View 

  • That will push the lead to our system (name and phone) and prepare a call (no need to copy-paste and/or manually do that on the spreadsheet)

• Go to corresponding spreadsheet, "refresh calls table" will pull new data