adaptlive
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Triggers

Events that start your Zap. Each trigger maps to a webhook event or a Zapier-side filtered view of work_record.created and provides structured data you can use in subsequent steps.

Instant Triggers

User-facing adaptlive triggers are REST hook based. The Zapier app also defines polling functions for sample data and initial setup, not as a guaranteed replay channel for missed deliveries.

Popular Triggers

Call Ended

call.ended

Fires when a call completes. Includes caller info, duration, summary data, and captured facts when available.

Available Fields

callSessionIddirectionfromNumbertoNumberdurationSecondssummaryfacts

SMS Received

sms.received

Fires when an inbound SMS arrives. Includes message content, sender phone, and linked customer if matched.

Available Fields

messageIdfromtobodyreceivedAtcustomerIdpersonId

Voicemail Received

voicemail.received

Fires when a caller leaves a voicemail. Includes transcript and recording URL.

Available Fields

communicationEventIdcallSessionIdfromtodurationSecondstranscriptrecordingUrl

Work Record Created

work_record.created

Fires when a new job, appointment, case, or ticket is created. Filter by kind in Zapier.

Available Fields

workRecordIdkindtitledescriptionstatusprioritycustomerIdscheduledStartscheduledEndcreatedAt

Appointment Created

work_record.created + kind=APPOINTMENT

Filtered view over work_record.created for APPOINTMENT records.

Available Fields

workRecordIdnumberkindtitlestatusscheduledStartassignedToId

All Triggers

TriggerEventDescription
Call Endedcall.endedFires when a call completes.
SMS Receivedsms.receivedFires when an inbound SMS arrives.
SMS Sentsms.sentFires when an outbound SMS is sent (manual or automated).
Voicemail Receivedvoicemail.receivedFires when a caller leaves a voicemail.
Call Missedcall.missedFires when a call rings and goes unanswered without voicemail.
Person Createdperson.createdFires when a new person is added (via call, manual entry, or API).
Work Record Createdwork_record.createdFires when a new job, appointment, case, or ticket is created.
Job Createdwork_record.created + kind=JOBFiltered view over work_record.
Appointment Createdwork_record.created + kind=APPOINTMENTFiltered view over work_record.
Matter Createdwork_record.created + kind=MATTERFiltered view over work_record.
Delivery Createdwork_record.created + kind=DELIVERYFiltered view over work_record.
Case Createdwork_record.created + kind=CASEFiltered view over work_record.
Draft Approveddraft.approvedFires when post-call draft is approved by a human.
Signal Firedsignal.firedFires when a signal (complaint, upsell opportunity, etc.

Filtering Triggers

Use Zapier's built-in filter step to narrow which events proceed through your Zap:

  • By call direction: Only trigger on inbound or outbound calls.
  • By work record kind: Only trigger on JOB, APPOINTMENT, CASE, etc.
  • By phone number: Only trigger for specific caller numbers.
  • By signal type: Only trigger on complaint signals, not upsell.

Filters run after the trigger, so you're not billed for filtered-out events (Zapier's task counting rules apply).

Example Payload

Here's what the Call Ended trigger provides to subsequent Zap steps:

{
  "callId": "call_xyz789",
  "direction": "inbound",
  "from": "+15125551234",
  "to": "+15125559876",
  "duration": 342,
  "startedAt": "2024-03-25T14:30:00.000Z",
  "endedAt": "2024-03-25T14:35:42.000Z",
  "summary": "Customer called about AC repair. Unit not cooling, making clicking noise. Scheduled appointment for tomorrow 9am.",
  "transcript": "Hi, I'm calling about my AC unit...",
  "recordingUrl": "https://recordings.adaptlive.app/...",
  "customerId": "cust_abc123",
  "personId": "party_def456",
  "workRecordId": "wr_job789",
  "facts": [
    {
      "factId": "fact_001",
      "subject": "equipment",
      "key": "issue_type",
      "value": "not_cooling"
    },
    {
      "factId": "fact_002",
      "subject": "equipment",
      "key": "symptom",
      "value": "clicking_noise"
    }
  ]
}
Actions →Examples →

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