Using the Soul Machines Zapier Integration

Modified on Tue, 15 Apr at 6:45 PM

You can now connect Soul Machines AI Digital People to over 6,000+ apps using Zapier, enabling powerful automation between lifelike conversations and your existing workflows.

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.

Requirements to Get Started

Before connecting to Zapier, make sure you have the following:

A Soul Machines account on the Annual Pro Plan
The Premium Integrations Add-On (contact support@soulmachines.com if unsure)
A Zapier account
A Zapier API Key from Soul Machines (sent to you after add-on purchase — turnaround time is typically 1 business day)

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

If something’s not working:

Double-check your API key is entered correctly
Ensure your Premium Integration Add-On is active
Contact support@soulmachines.com for assistance

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.