Zapier Integration

Connect PepoSmart to 5,000+ apps through Zapier automation. Receive webhook notifications for bookings, meeting notes, follow-up emails, and AI-extracted action items. Build powerful automated workflows to streamline your scheduling and sales processes.

Prerequisites

• A PepoSmart account
• A Zapier account (Free or paid plan)
• Basic understanding of Zap workflows

Connecting Zapier

Step 1: Create a Zap in Zapier

1. Log in to your Zapier account at zapier.com
2. Click Create Zap
3. For the trigger, search for "Webhooks by Zapier"
4. Select "Catch Hook" as the trigger event
5. Click Continue to generate your webhook URL

Step 2: Copy the Webhook URL

1. Zapier will display a unique webhook URL like: https://hooks.zapier.com/hooks/catch/...
2. Click the Copy button to copy this URL

Step 3: Connect in PepoSmart

1. Log in to your PepoSmart account at app.peposmart.com
2. Go to Integrations in the sidebar
3. Find the Zapier card
4. Paste your webhook URL in the input field
5. Click Connect to Zapier

Step 4: Test and Continue in Zapier

1. Back in Zapier, click Test trigger
2. Create a test booking in PepoSmart to send sample data
3. Zapier will receive and display the webhook data
4. Continue to set up your action (Slack, Gmail, CRM, etc.)

Available Triggers

PepoSmart sends webhook notifications for the following events. All events are sent to the same webhook URL - use Zapier's filters to route different events to different actions.

Booking Events

Meeting Notes Events (AI Features)

Follow-up Email Events

Webhook Payload Format

All events are sent as POST requests with the following JSON structure:

{
  "event": "booking.created",
  "timestamp": "2024-01-15T10:30:00.000Z",
  "data": {
    "bookingId": "abc123",
    "eventId": "event456",
    "attendee": {
      "email": "[email protected]",
      "firstName": "John",
      "lastName": "Doe",
      "phone": "+1234567890",
      "company": "Acme Inc"
    },
    "startTime": "2024-01-20T14:00:00.000Z",
    "endTime": "2024-01-20T14:30:00.000Z",
    "timezone": "America/New_York",
    "location": "google-meet",
    "meetingUrl": "https://meet.google.com/abc-defg-hij",
    "eventDetails": {
      "title": "Discovery Call",
      "description": "30-minute introductory call",
      "duration": 30
    }
  }
}

Meeting Notes Completed Payload

{
  "event": "meeting-notes.completed",
  "timestamp": "2024-01-15T15:30:00.000Z",
  "data": {
    "bookingId": "abc123",
    "eventId": "event456",
    "attendee": {
      "email": "[email protected]",
      "name": "John Doe"
    },
    "meetingDate": "2024-01-15T14:00:00.000Z",
    "eventTitle": "Discovery Call",
    "transcript": "Full meeting transcript text...",
    "summary": "AI-generated meeting summary...",
    "analysis": {
      "sentiment": "positive",
      "buyerIntent": "high",
      "topics": ["pricing", "timeline", "implementation"]
    },
    "actionItems": [
      {
        "type": "SEND_PRICING",
        "description": "Send pricing breakdown for enterprise plan",
        "owner": "host",
        "priority": "high"
      }
    ],
    "recordingUrl": "https://recordings.peposmart.com/..."
  }
}

Action Item Types

When AI analyzes your meeting transcripts, it identifies specific action items with predefined types. Use these types in Zapier filters to route different actions:

Example Zap Workflows

Filtering Events in Zapier

Since all events go to the same webhook URL, use Zapier's Filter step to handle specific event types:

1. After your Catch Hook trigger, add a Filter by Zapier step
2. Set the condition: event (Text) Exactly matches booking.created
3. Continue only when the filter matches
4. Create separate Zaps for different event types

Disconnecting Zapier

1. Go to Integrations in PepoSmart
2. Find the Zapier card
3. Click Disconnect from Zapier
4. Confirm the disconnection

Troubleshooting

Webhook Not Receiving Data

• Verify the webhook URL is correctly pasted in PepoSmart
• Check that the integration shows as "Connected" in PepoSmart
• Test by creating a new booking - it should trigger immediately
• Check Zapier's task history for any errors

Missing Meeting Notes Events

• Meeting notes events require the AI Meeting Notes feature to be enabled
• Ensure the meeting bot joined and recorded the meeting
• Events are sent after the meeting ends and AI processing completes

Zap Errors

• Check that your Zapier account is active and not paused
• Verify the webhook URL hasn't changed (create a new Zap if needed)
• Review Zapier's error messages for specific issues

Support & Contact

Need help with your Zapier integration?

Additional Resources

• General Troubleshooting Guide
• Frequently Asked Questions
• Zapier Webhooks Documentation

Last updated: January 2026. This documentation covers the PepoSmart Zapier webhook integration.