Connect Vapi and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
New Assistant
New Tool
New Phone Number
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Vapi and Zoe Financial
Enable Integrations or automations with these events of Vapi and Zoe Financial
Triggers
New Assistant
Triggered when a new assistant is created in Vapi.
New Tool
Triggered when a new tool is created in Vapi.
New Phone Number
Triggered when a new phone number is created in Vapi.
Actions
Create Assistant
Create an Assistant.
Create Tool
Create a tool.
Create Phone Number
Create a phone number.
Get Phone Number
Get a specific phone number details by its id.
Get Tool
Get a specific tool details by its id.
Get Assistant
Get a specific assistant details by its id.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your Vapi and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Vapi triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Vapi data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Vapi and Zoe Financial typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Vapi and Zoe Financial. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Vapi
Vapi is an advanced AI platform designed to enhance and streamline various business processes through intelligent automation and machine learning capabilities. It offers tools and solutions that cater to a wide range of industries, enabling businesses to leverage artificial intelligence for improved efficiency and decision-making.
Learn MoreAbout Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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