Jodie is an AI receptionist that works with Zapier. Her Zapier app starts a Zap each time a call or WhatsApp conversation comes in. You can send it wherever your team works. Use it for the apps Jodie has no built-in integration for.
- Two triggers: New Call and New WhatsApp Conversation
- Caller details, summary and everything Jodie collected
- Works with thousands of apps, no code
How does Jodie work with Zapier?
Jodie handles the conversation. Zapier carries the details to the app you choose. You build the Zap once, and it runs on every call.
- 01
A call comes in
Jodie answers in your business name, day or night, and asks the questions you set.
- 02
Jodie writes it up
She records who called, what they wanted and the details you asked her to collect.
- 03
Your Zap runs
Jodie's New Call trigger starts your Zap with the caller details, the summary and the collected data.
- 04
It lands in your app
A row in a sheet, a message in Slack, a deal in your CRM: whatever action you picked in Zapier.
What does a New Call send to Zapier?
Every field you can map into your Zap, for every call Jodie handles.
Call
The basics of every call.
- Call date
- Ended at
- Duration in seconds
- Status
Caller
Who it was.
- Name
- Phone number, local
- Phone number, international
What was said
Ready to drop into a message or a note.
- Summary
- Message
- Every detail Jodie collected, with its label
What Zaps do people build with Jodie?
A few ways businesses use the Jodie triggers. Each one is a two-step Zap you can build in a few minutes.
Log every call in a sheet Any caller
You want a simple running list of every call without opening Jodie.
Jodie asks for
- Date and length
- Name and number
- Summary
In Zapier
A new row in Google Sheets or Excel for each call.
Ping the team in chat Urgent caller
Someone calls with an urgent job while everyone is out.
Jodie asks for
- Name and number
- What they need
- Summary
In Zapier
A message in Slack or Microsoft Teams with the caller and summary.
Add to a CRM we do not support yet New customer
Your CRM is not one of Jodie's built-in integrations.
Jodie asks for
- Name and number
- Details collected
- Summary
In Zapier
A new contact or deal in your CRM through its own Zapier app.
Follow up WhatsApp chats WhatsApp contact
A customer messages on WhatsApp and you want it tracked.
Jodie asks for
- Their number
- The conversation
In Zapier
A task or row in the app you choose, from the New WhatsApp Conversation trigger.
What data is sent and stored?
Zapier only gets what the trigger sends. You choose what your Zap does with it.
Sent to Zapier
- The call fields above, for each new call
- WhatsApp conversations, from their own trigger
Kept in Jodie
- Which Zaps are switched on
- The full call, transcript and recording
Never sent
- Call recordings
- Your Jodie login
When should you use Zapier?
Built-in integrations do more and need no Zapier account. Zapier covers everything else.
- 01
Thousands of apps
If an app is on Zapier, Jodie can send it calls.
- 02
No code
Pick the trigger, pick the action, map the fields. That is it.
- 03
Every call, every time
The Zap runs on each call, including the ones at night and at weekends.
Zapier questions
Is there an AI receptionist that works with Zapier?
Yes. Jodie is an AI receptionist with her own Zapier app. Every call or WhatsApp conversation she handles can start a Zap. Zapier is included on the Professional plan and above.
Should I use Zapier or a built-in integration?
Use a built-in integration when Jodie has one for your app. It does more, checks itself and needs no Zapier account. Use Zapier for everything else.
Which triggers does Jodie have on Zapier?
New Call, which runs for every call Jodie handles, and New WhatsApp Conversation.
Which Jodie plan do I need?
Zapier is included on the Professional plan and above. So are webhooks, which send every call and conversation straight to your own systems.
Do I need a Zapier account?
Yes. You build and run the Zap in your own Zapier account.