Zapier Integration
Connect FrontDeskOS to 5,000+ applications using Zapier. Automate workflows between your front desk and CRMs, email marketing, project management, and more.
Overview
The FrontDeskOS Zapier integration uses webhooks to trigger Zaps when events occur in your workspace. You can also use Zapier's webhook actions to call FrontDeskOS tools from other app triggers.
Available Triggers
- New Call Completed -- Fires when a call finishes with summary and transcript
- Missed Call -- Fires when a call goes unanswered
- New Appointment Booked -- Fires when an appointment is created
- Appointment Cancelled -- Fires when an appointment is cancelled
- New Lead Created -- Fires when a new lead is captured
- Lead Converted -- Fires when a lead status changes to converted
Setting Up Zapier
Step 1: Create a Webhook in FrontDeskOS
In the FrontDeskOS dashboard, go to Settings > Webhooks and create a new webhook. Select the events you want to trigger Zaps for.
Step 2: Create a Zap with Webhooks by Zapier
In Zapier, create a new Zap and choose "Webhooks by Zapier" as the trigger app. Select "Catch Hook" as the trigger event. Copy the webhook URL that Zapier provides.
Step 3: Connect the Webhook
Paste the Zapier webhook URL into your FrontDeskOS webhook configuration. Test the connection by clicking "Send Test Event" in the FrontDeskOS dashboard.
Popular Zap Templates
Sync Leads to Salesforce
Automatically create or update Salesforce contacts when new leads are captured:
Trigger: FrontDeskOS → New Lead Created
Action: Salesforce → Create/Update Contact
- First Name: {{lead.name.split(' ')[0]}}
- Last Name: {{lead.name.split(' ').slice(1).join(' ')}}
- Phone: {{lead.phone}}
- Email: {{lead.email}}
- Lead Source: FrontDeskOS - {{lead.source}}
- Description: {{lead.notes}}Sync Appointments to Google Calendar
Trigger: FrontDeskOS → New Appointment Booked
Action: Google Calendar → Create Event
- Title: {{appointment.service_type}} - {{appointment.patient_name}}
- Start: {{appointment.start_time}}
- Duration: {{appointment.duration_minutes}} minutes
- Description: Patient: {{appointment.patient_name}}
Phone: {{appointment.patient_phone}}
Notes: {{appointment.notes}}Missed Call Slack Alerts
Trigger: FrontDeskOS → Missed Call
Action: Slack → Send Message
- Channel: #front-desk
- Message: ⚠️ Missed call from {{call.caller_name}} ({{call.caller_phone}})
Time: {{call.created_at}}
Please return this call ASAP.Post-Call Email Follow-Up
Trigger: FrontDeskOS → Call Completed
Filter: Only continue if {{call.sentiment}} = positive AND {{call.tags}} contains "new-patient"
Action: Gmail → Send Email
- To: (use a lookup step to find email from lead)
- Subject: Thank you for calling {{business.name}}!
- Body: Thank you for your call today. Here's a summary of what we discussed:
{{call.summary}}
If you have any questions, don't hesitate to call us back.