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Zapier Integration

BuildBetter’s Zapier integration allows you to connect your meeting data with thousands of other applications, creating powerful automated workflows that save time and ensure consistency across your tech stack.

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Features

  • Trigger-based Automation: Start workflows when calls are recorded, summaries created, or documents generated
  • Data Export: Send BuildBetter data to any Zapier-supported app
  • Custom Workflows: Create tailored automation for your specific business needs
  • Multi-step Zaps: Chain together multiple actions across different apps
  • No-code Integration: Connect apps without requiring development resources

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Setup Instructions

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Prerequisites

  • An active BuildBetter account
  • Zapier account (free or paid)
  • Destination apps with proper authentication

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Connecting Zapier

  1. Navigate to Settings → Integrations in your BuildBetter dashboard
  2. Select Zapier from the integrations list
  3. Click Enable Zapier Integration
  4. Generate your BuildBetter API key for Zapier
  5. Use this key to connect BuildBetter in your Zapier account

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Available Triggers

BuildBetter offers the following triggers in Zapier:

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Recording Completed

Triggers when a new recording is completed and processed.

Data available:

  • Recording title and ID
  • Recording date and duration
  • Participants and their roles
  • Tags and metadata
  • Recording URL
  • Full transcript (optional)

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Summary Generated

Triggers when a meeting summary is created or updated.

Data available:

  • Meeting title and ID
  • Summary content
  • Key points and action items
  • Meeting participants
  • Generated date
  • Meeting URL

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Document Created

Triggers when a new document is generated from meeting content.

Data available:

  • Document title and ID
  • Document type
  • Content and format
  • Source meetings
  • Creation date
  • Document URL

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Signal Detected

Triggers when BuildBetter detects important signals in calls.

Data available:

  • Signal type
  • Source meeting
  • Relevant transcript segment
  • Confidence score
  • Context information
  • Detection timestamp

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CRM Integration

  • Add meeting participants to Salesforce contacts
  • Create HubSpot notes from meeting summaries
  • Update Pipedrive deals with meeting details

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Project Management

  • Create Trello cards from meeting action items
  • Add Asana tasks from meeting decisions
  • Create Notion pages from meeting transcripts

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Communication

  • Send Slack notifications for new meetings
  • Create Gmail digest emails of weekly meetings
  • Post meeting summaries to Microsoft Teams channels

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Document Management

  • Save meeting transcripts to Google Drive
  • Create Notion database entries for meetings
  • Export summaries to Confluence pages

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Setting Up Your First Zap

  1. In Zapier, click Create Zap
  2. For the trigger app, select BuildBetter
  3. Choose a trigger event (e.g., “New Recording”)
  4. Connect your BuildBetter account using your API key
  5. Test the trigger to verify the connection
  6. Add an action app (e.g., Slack, Google Sheets, Trello)
  7. Configure the action with data from BuildBetter
  8. Test the complete Zap
  9. Enable and name your Zap

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Advanced Usage

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Filtering

Use Zapier’s Filter step to only process specific types of meetings:

  • Only trigger for meetings with specific tags
  • Only process meetings longer than 30 minutes
  • Only include meetings with external participants

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Multi-step Workflows

Create complex workflows across multiple apps:

  1. New meeting recording completed in BuildBetter
  2. Create a task in Asana for follow-up
  3. Add participants to HubSpot
  4. Create a Google Doc with meeting notes
  5. Send a Slack notification to the team

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Formatter

Use Zapier’s Formatter to transform BuildBetter data:

  • Extract specific portions of transcripts
  • Format dates for your destination app
  • Split meeting summaries into individual action items

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Troubleshooting

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Trigger Not Firing

  • Verify your BuildBetter API key is valid
  • Check that your Zapier account is active
  • Ensure the trigger conditions are met (e.g., new recording completed)

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Missing Data

  • Verify all necessary fields are being passed
  • Check for character limits in destination apps
  • Ensure data mapping is correct in your Zap

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Authentication Issues

  • Reconnect your BuildBetter account in Zapier
  • Check for expired tokens in destination apps
  • Verify permissions for all connected accounts

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Best Practices

  • Start with simple Zaps and build complexity gradually
  • Test thoroughly with real data before relying on production
  • Use naming conventions for your Zaps to maintain organization
  • Monitor your Zap history for errors or unexpected behavior
  • Consider Zapier’s paid plans for more complex or high-volume workflows