> For the complete documentation index, see [llms.txt](https://answeringservicecare.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://answeringservicecare.com/docs/api-reference/api-clients/zapier.md).

# Zapier

Use Zapier to connect Answering Service Care with external apps and workflows.

Use Zapier as a low-code integration layer for Answering Service Care.

It works well for moving data between ASC and other business systems without custom middleware.

### When to use Zapier

Use Zapier when you need simple app-to-app automation.

Common examples:

* create an ASC To Do from a form or CRM event
* send ASC data into a spreadsheet or ticketing tool
* route API responses into follow-up workflows

If ASC needs to push data to your own endpoint, use [External API Dispatching](/docs/api-reference/api-clients/external-api-dispatching.md) through the Oncall Calendar.

{% hint style="warning" %}
Zapier routes data through a third-party service. Do not use it for protected health information (PHI) or other HIPAA-sensitive data. For HIPAA-sensitive workflows, use External API Dispatching, which sends data directly from ASC to your own endpoint.
{% endhint %}

### The Answering Service Care Zapier app

ASC has a native Zapier app, so most workflows need no code. Connect it once with your ASC account, then use its trigger and actions in any Zap.

| Type    | Name                   | What it does                                                 |
| ------- | ---------------------- | ------------------------------------------------------------ |
| Trigger | **New Message**        | Starts a Zap when a new message is created in ASC (instant). |
| Action  | **Create Call To-Do**  | Schedules an outbound call.                                  |
| Action  | **Create SMS To-Do**   | Sends an outbound text.                                      |
| Action  | **Create Email To-Do** | Sends an outbound email.                                     |

### Connect your ASC account

Connecting takes two short steps: get your ASC API token, then add the connection in Zapier.

{% stepper %}
{% step %}

### Find your API token

In the ASC Client Portal, click your name in the top corner and select **My Profile**, then open **Application Keys** and copy your **API Token**.
{% endstep %}

{% step %}

### Add the connection in Zapier

Log in to (or create) a free [Zapier](https://zapier.com) account. Go to **Apps → Add connection**, search for **Answering Service Care**, and select it.
{% endstep %}

{% step %}

### Authorize and label

Paste your API Token when prompted, add an optional **Connection Label** to identify it, then select **Yes, Continue to Answering Service Care**.
{% endstep %}
{% endstepper %}

<figure><img src="https://4087100661-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F4Hhj7GAvWHgdfaC9Z56e%2Fuploads%2Fgit-blob-8ca952c4f4e452bb4cc25bbf3d7ad62d37d2e807%2Fzapier-connect.png?alt=media" alt="Authorize Zapier to access your Answering Service Care account, with the API Token and Connection Label fields"><figcaption><p>Zapier's connection screen: paste your ASC API token and an optional label.</p></figcaption></figure>

#### Example recipes

| When this happens                               | ASC does this                                          |
| ----------------------------------------------- | ------------------------------------------------------ |
| New or updated row in **Google Sheets**         | Create Call To-Do                                      |
| New **Facebook Lead Ads** lead                  | Create Call To-Do                                      |
| New email in **Gmail** or **Microsoft Outlook** | Create Call To-Do                                      |
| New **Zendesk** ticket                          | Create Call To-Do                                      |
| New inbound email (**Email by Zapier**)         | Create Call To-Do                                      |
| **New Message** in ASC                          | Split by path → Create Email To-Do or Create SMS To-Do |

<figure><img src="https://3612563802-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHYs4Yy4CzlfUTSGjj9O1%2Fuploads%2Fgit-blob-4f808d309ffb8dbfc458e27fb4afc93decf9a738%2Fzapier-sheets-recipe.png?alt=media" alt="A two-step Zap: a new or updated Google Sheets row triggers Create Call To-Do in Answering Service Care"><figcaption><p>Example Zap: a new Google Sheets row creates a Call To Do in ASC.</p></figcaption></figure>

<figure><img src="https://3612563802-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHYs4Yy4CzlfUTSGjj9O1%2Fuploads%2Fgit-blob-0762a6a6eb4914499184aca163d882f8806c90ea%2Fzapier-paths-recipe.png?alt=media" alt="A Zap that splits a new ASC message into paths, creating an Email To-Do on one path and an SMS To-Do on the other"><figcaption><p>Advanced: split a new ASC message by path into Email or SMS To Dos.</p></figcaption></figure>

Because these use native actions, you map fields visually in Zapier, no API requests to build by hand.

### What you need

Before you build a Zap, gather these items:

* an ASC API token
* the target endpoint path
* the request fields your workflow needs

Use the ASC base URL for all requests:

```http
https://secure.answeringservicecare.com
```

For authentication and endpoint details, see [API Reference](/docs/api-reference/user-portal-apis/api-reference.md).

### Advanced: build a Zap with Webhooks by Zapier

Use this approach only for ASC endpoints the native actions do not cover. It calls the ASC API directly.

{% stepper %}
{% step %}

### Choose the source event

Start with the app that should trigger the workflow.

This might be a form submission, a CRM update, or a new record in another system.
{% endstep %}

{% step %}

### Add a webhook action

Use **Webhooks by Zapier** for ASC API requests.

Set the request URL to the ASC endpoint you want to call.

Example:

```http
POST https://secure.answeringservicecare.com/api/v2/to-dos
```

{% endstep %}

{% step %}

### Add authentication headers

ASC uses bearer token authentication.

```json
{
  "Accept": "application/json",
  "Content-Type": "application/json",
  "Authorization": "Bearer YOUR_API_TOKEN"
}
```

{% endstep %}

{% step %}

### Map the payload and test

Map fields from the Zap trigger into the ASC request body.

Run a test request before you publish the Zap.

Confirm the response matches the action you expect.
{% endstep %}
{% endstepper %}

### Common ASC workflows in Zapier

#### Create outbound follow-up tasks

Use Zapier to create To Dos when another system reaches a specific state.

This is useful for reminders, call-backs, and scheduled outreach.

Relevant endpoint:

* [Create a To Do](/docs/api-reference/user-portal-apis/to-dos/create-a-to-do.md)

#### Pull ASC data into other systems

Use Zapier webhooks to retrieve messages, call recordings, or task data.

This fits reporting, reconciliation, and light operational syncs.

Relevant references:

* [API Reference](/docs/api-reference/user-portal-apis/api-reference.md)
* [Messages](/docs/api-reference/user-portal-apis/messages.md)
* [To Dos](/docs/api-reference/user-portal-apis/to-dos.md)

### Payload planning

Keep the request body focused on the fields the ASC endpoint requires.

For To Dos, that usually includes:

* `account_number`
* `delivery_type`
* `contact`
* `message_text`
* `schedule`

Map source values carefully.

That helps avoid validation errors and bad downstream dispatches.

{% hint style="info" %}
Zapier is best for lightweight orchestration.

For complex transformation, strict retry control, or internal middleware rules, use a direct integration instead.
{% endhint %}

### Troubleshooting

If a Zap fails, check these items first:

* the full ASC endpoint URL
* the bearer token value
* the JSON body shape

Also log the HTTP status code and response body.

That makes auth and validation issues much easier to fix.

### Related ASC resources

* [Client Portal guide](https://answeringservicecare.com/docs/app/client-portal)
* [How to test your account](https://answeringservicecare.com/how-to-test-your-account/)
* [FAQ](https://answeringservicecare.com/why-asc/faq/)


---

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