Using the Soul Machines Zapier Plugin

Modified on Tue, 1 Jul at 6:24 PM

Getting Started

You can now connect Soul Machines AI Agents to thousands of other tools using Zapier, enabling powerful automations between your AI Agents and the rest of your workflow. This guide walks you through the steps required to activate this integration.

Step 1: Purchase appropriate Workforce Plan

To unlock Zapier connectivity, you’ll first need to purchase our Workforce Product. We offer a 7-day free trial for you to evaluate the functionality.

Step 2: Retrieve Your Zapier API Key

Once you have registered for Workforce, you can generate a key for Zapier.

Copy this key to your clipboard:

Step 3: Connect Soul Machines to Zapier

Once you have your API key:

1. Go to zapier.com

2. Create a new Zap or open an existing one

3. When selecting a Soul Machines trigger or action, you’ll be prompted to connect your account

4. Enter the API key you received from our support team

5. Test the connection and proceed to build your automation!

Using the Plugin

Whether you’re screening job candidates, triaging support tickets, or qualifying leads, the Soul Machines Zapier plugin lets you launch AI-powered conversations and capture structured results — all without writing a line of code.

What You Can Do with the Plugin

The Soul Machines Zapier plugin has two key building blocks:

Feature	Purpose
Action: Create Interaction	Starts a personalized AI conversation with a chosen avatar and purpose.
Trigger: Interaction Completed	Fires after a user finishes the conversation and returns results.

Together, they let you build closed-loop workflows where your AI handles the interaction, and the results feed directly into your systems.

Step 1: Connect Soul Machines to Zapier

Go to zapier.com and log in.
Start a new Zap or open an existing one.
Choose Soul Machines as your trigger or action app.
When prompted, enter the Zapier API Key provided by our support team.
Once connected, you can begin building your automation!

Step 2: Use the “Create an Interaction” Action

This action lets you configure and launch a new conversation with your AI Digital Person. Use it to initiate interviews, onboarding, triage, coaching sessions, and more.

Key Fields

Field	Description
Avatar	Name of the avatar (e.g., “Mia”)
Role	Who the avatar is playing (e.g., “a hiring manager”)
Interaction Tone	Style and tone of voice (e.g., “confident, funny, engaging”)
Interaction Purpose	Goal of the conversation (e.g., “gauge suitability for the role”)
Objectives	What the AI should uncover (e.g., name, availability, examples)
Results	What data you want Zapier to capture from the conversation
Event Name	A unique name for this interaction type (used later by the trigger)

Tip: Keep objectives clear and specific. Example: “Confirm the applicant’s full name.”

Step 3: Use the “Interaction Completed” Trigger

Once the conversation ends, Zapier can listen for the results and take action. Create a new Zap using the "Interaction Completed" trigger as the first node. Then, match the event_name used in the “Create Interaction” step. You can then pull data from your interaction (fields like full_name, salary, or availability) into downstream actions.

Use It To:

Add AI feedback to a Workable candidate profile.
Post triage notes to a Zendesk ticket.
Send summary reports via Gmail or log to Google Sheets.
Update CRMs or internal dashboards with structured data.

Example Zaps You Can Build

Use Case	Trigger App	Action
Screen candidates automatically	Workable	Launch a Soul Machines interview
Qualify leads pre-meeting	Calendly	Start AI interaction, then route to CRM
Handle support escalation	Zendesk	AI triage → post back results as a ticket comment

Troubleshooting

Need Help?

If you run into any issues:

• Check that your API key is correctly copied and active

• Ensure your Workforce account is active and you either have a free trial active or a valid subscription.

• Reach out to us at support@soulmachines.com

You’re now ready to build intelligent, automated workflows powered by Soul Machines AI. Whether you’re scaling interviews, improving support, or enhancing engagement — your Digital People are just a Zap away.

We’re here to help you bring your automation vision to life.