How the Zapier Agent Function Works
When this function is called:- The agent sends a request to Zapier, triggering a Zapier Agent Request Trigger.
- The Zap runs its configured steps, such as fetching data or processing an action.
- At the end of the Zap flow, a Zapier Agent Response Action sends a response back.
- The agent receives the response and uses the data to respond accordingly.
Configuring the Zapier Agent Function
To use the Zapier agent function, a corresponding Zap must be configured in Zapier with:- A Zapier Agent Request Trigger – This receives data from the agent and starts the Zap workflow.
- A Zapier Agent Response Action – This sends data back to the agent, ensuring it continues the conversation with the relevant information.
Adding the Zapier Agent Function to Your Agent
- Log into your account and navigate to the agent editor.
- Click the (+) button in the Functions section and select “Zapier”.
- Configure the function parameters to define the interaction.
Function Instructions
You can provide any “payload” data to your Agent in the function instructions. It can pass this data to Zapier via the Agent Request trigger. You can also explain any other context or conditions for when the agent should use the function.Example Instructions
Example 1: Sending a Support Request
Example 2: Fetching Order Status
Configuring Your Zap in Zapier
To ensure the function works, you must create a Zapier workflow with two key steps:-
Trigger: Agent Request in Zapier
- This should be a Zapier Webhook Trigger configured to receive data from the agent.
- The requestId will be included in the payload, which must be passed along for tracking.
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Action: Agent Response in Zapier
- This sends data back to the Vida AI agent.
- The requestId from the trigger must be used in this response so the agent can match it to the correct request.
Ensuring the Response Matches the Request
To ensure the AI agent waits for the correct response, the requestId included in the initial trigger must be passed through all steps of the Zap and included in the final response action.Use Cases
The Zapier Agent Function is ideal for:- Fetching real-time data (e.g., checking stock availability, retrieving live support responses).
- Processing external actions (e.g., creating new orders, logging support tickets).
- Interacting with business systems dynamically (e.g., booking appointments, verifying customer data).