Use OAuth 2.0 or API keys as supported by the Conversations API. Ensure the scope matches conversations.readonly for read-only access when appropriate.
In Zapier App Connector, connect the app, configure authentication, and securely store credentials to access the Conversations API.
GET /conversations/:conversationsId; GET /conversations/search; POST /conversations/; PUT /conversations/:conversationsId; DELETE /conversations/:conversationsId; GET /conversations/messages/:messageId/locations/:locationId/recording; GET /conversations/locations/:locationId/messages/:messageId/transcription; GET /conversations/locations/:locationId/messages/:messageId/transcription/download; POST /conversations/messages; POST /conversations/messages/inbound; POST /conversations/messages/upload; PUT /conversations/messages/:messageId/status; DELETE /conversations/messages/:messageId/schedule; DELETE /conversations/messages/email/:emailMessageId/schedule
Trigger: when a conversation is created or updated using GET /conversations/:conversationsId or GET /conversations/search.
Actions: create or update a conversation with POST /conversations/ or PUT /conversations/:conversationsId.
Endpoint usage: GET /conversations/:conversationsId
Key fields: conversationsId, lastUpdated, status
Trigger: new or inbound messages via POST /conversations/messages or POST /conversations/messages/inbound.
Actions: schedule or update message status with PUT /conversations/messages/:messageId/status or DELETE /conversations/messages/:messageId/schedule.
Endpoint usage: POST /conversations/messages
Key fields: messageId, conversationsId, status
Trigger: transcription updates via GET /conversations/locations/:locationId/messages/:messageId/transcription.
Actions: download transcription with GET /conversations/locations/:locationId/messages/:messageId/transcription/download.
Endpoint usage: GET /conversations/locations/:locationId/messages/:messageId/transcription/download
Key fields: messageId, locationId, transcriptionStatus
Automates routine workflows without writing code
Keeps data synchronized across platforms in real time
Enables rapid prototyping and testing of new automation ideas
Definitions of core elements: endpoints, triggers, actions, and field mappings used in connecting Conversations API to Zapier App Connector.
A specific URL path and method that performs an action in the API, such as retrieving a conversation or posting a message.
Text extracted from audio message content, available via transcription endpoints.
An event in the source system that starts a Zap or automation, such as a new conversation or inbound message.
An operation performed in response to a trigger, such as creating a message or updating status.
Create a Zap that logs conversation summaries to a CRM field whenever a conversation is updated.
Use a trigger on inbound messages to tag related contacts and route to appropriate workflows.
Index transcriptions for quick support agent lookup in the helpdesk app.
Connect the app to Conversations API and grant the required scopes.
Select endpoints and define field mappings to pass data between systems.
Test the workflow with sample data and deploy when ready.
You can create automations without writing code using Zapier App Connector. It provides a visual workflow builder and pre-built actions for common tasks.
Conversations API supports standard OAuth 2.0 and API key authentication. Choose the method that aligns with your security requirements.
Typically, GET /conversations/search, GET /conversations/:conversationsId, and POST /conversations/messages are commonly used, depending on your workflow.
Yes. You can trigger on inbound messages or new conversations to automate responses or routing.
Plan for retries and backoffs, and monitor rate limits in the API docs to ensure reliable operation.
Zapier provides a test environment and the API has sandbox capabilities for safe experimentation.
Use field mapping in Zapier to align data structures and implement transform steps if needed.
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Complete Operations Catalog - 126 Actions & Triggers
