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

# Zapier

With the Zapier integration, you can take RepX conversation data and push it to any product in your enterprise tech stack.

RepX fires an event every time a conversation completes, carrying the entire conversation and everything RepX extracted from it - the summary, topics, transcript, lead details, and all of your [conversation variables](https://docs.storylane.io/repx-chat/setting-up-repx/conversation-variables).&#x20;

* [Setting up the Zapier integration](#setting-up-the-zapier-integration)
* [What the event contains](#what-the-event-contains)
* [Use cases: What teams build with it](#use-cases-what-teams-build-with-it)

### **Setting up the Zapier integration**

* Go to **Settings > Integrations** from the left navigation panel on [RepX dashboard](https://app.storylane.io/repx-dashboard/integrations).
* Choose the Zapier integration and click **Connect**.
* You'll be given an **API key**. Copy it.
* In Zapier, create a new Zap, **choose Storylane as the trigger app**, and paste the API key when Zapier asks you to connect your Storylane account.
* Select **RepX conversation completed** as the trigger event.

Zapier will pull data from a sample conversation so you can get a sense of the attributes we send over.&#x20;

#### **The RepX conversation completed event**

The `repx_conversation_completed` event fires once for every conversation, as soon as that conversation is complete and RepX has finished processing it. \
\
A conversation is considered completed when the user closes the RepX chat panel or when the user closes the browser tab where they were having a RepX conversation.&#x20;

#### **What the event contains**

<table><thead><tr><th width="215.234375">Field</th><th width="128.86328125">Data Type</th><th>Description</th></tr></thead><tbody><tr><td><code>id</code></td><td>String</td><td>Unique identifier for the conversation</td></tr><tr><td><code>event</code></td><td>String</td><td>Always <code>repx_conversation_completed</code></td></tr><tr><td><code>transcript</code></td><td>String</td><td>The full conversation, message by message, including whether it happened in text or voice mode</td></tr><tr><td><code>conversation_summary</code></td><td>String</td><td>A short AI-generated summary of what the conversation covered</td></tr><tr><td><code>topics</code></td><td>Array</td><td>The topics discussed during the conversation</td></tr><tr><td><code>intent_level</code></td><td>String</td><td>Buying intent calculated for the conversation - <code>high</code>, <code>medium</code> or <code>low</code></td></tr><tr><td><code>extracted_variables</code></td><td>Object</td><td>All <a href="/repx-chat/setting-up-repx/conversation-variables.md">conversation signals</a> extracted from the conversation - both default and custom</td></tr><tr><td><code>duration</code></td><td>Number</td><td>Length of the conversation, in seconds</td></tr><tr><td><code>message_count</code></td><td>Number</td><td>Number of messages exchanged in the conversation</td></tr><tr><td><code>started_at</code></td><td>String</td><td>Timestamp of when the conversation began, in ISO 8601</td></tr><tr><td><code>completed_at</code></td><td>String</td><td>Timestamp of when the conversation completed, in ISO 8601</td></tr><tr><td><code>cta_opened</code></td><td>String</td><td>The CTA URL the visitor clicked during the conversation, if any</td></tr><tr><td><code>lead</code></td><td>Object</td><td>Lead details - <code>id</code>, <code>email</code>, <code>first_name</code>, <code>last_name</code>, <code>lead_source</code>, <code>client_source</code> and <code>client_tracking_id</code></td></tr><tr><td><code>buyer_reveal</code></td><td>Object</td><td>Company details resolved from the visitor's IP or email - name, domain, revenue range, employee range and a confidence score</td></tr><tr><td><code>location</code></td><td>Object</td><td>The visitor's <code>country</code>, <code>city</code> and <code>state</code></td></tr><tr><td><code>conversation_dashboard_url</code></td><td>String</td><td>Contains the link to the conversation in RepX dashboard</td></tr></tbody></table>

{% hint style="info" %}
`extracted_variables` always contains the four default signals - `email`, `visitor_name`, `phone_number` and `qualified`. See Conversation signals for how to set them up.
{% endhint %}

#### Sample payload:

```
{
  "id": "2f37f8ce-6ecb-49a2-be12-36ae9c063042",
  "event": "repx_conversation_completed",
  "buyer_reveal": {
    "company_name": "Acme Inc",
    "company_domain": "example.com",
    "company_annual_revenue_range": "1M-10M",
    "company_employee_range": "11-50",
    "confidence_score": "high"
  },
  "lead": {
    "id": "f3694255-aed4-4514-8ce6-ac55506a67fe",
    "client_source": "none",
    "client_tracking_id": null,
    "email": "john.doe@example.com",
    "first_name": "John",
    "last_name": "Doe",
    "lead_source": "Direct"
  },
  "intent_level": "high",
  "conversation_summary": "The user asked about pricing and integrations while planning a migration, and the assistant shared a calendar link to book a live demo.",
  "topics": ["Pricing", "Integrations", "Customer Onboarding"],
  "duration": 90,
  "messages_count": 3,
  "extracted_variables": {
    "email": "john.doe@example.com",
    "visitor_name": "John Doe",
    "phone_number": "+1-555-0100",
    "qualified": true
  },
  "transcript": "[text mode]\n\nAssistant: Hi, how can I help you today?\n\nUser: I want to see a demo.\n\nAssistant: Are you a new customer?\n\nUser: Yes, we're planning a migration soon.\n\nAssistant: Got it. What's your work email?\n\nUser: john.doe@example.com\n\nAssistant: Thanks, John. Pick a time on the calendar to book a live demo.",
  "started_at": "2026-07-22T10:54:05.337+00:00",
  "completed_at": "2026-07-22T10:55:35.337+00:00",
  "cta_opened": "https://example.com",
  "location": {
    "country": "United States",
    "city": "Miami",
    "state": "FL"
  }
}
```

### **Usecases with Zapier**

Here are some usecases customers often build with the Zapier integration:<br>

* **Brief a rep before they reach out.** When a visitor submits their email, send the summary, topics and pain points to the BDR who owns that account - in Slack, by email, or as a task in your sales engagement tool. The rep opens the conversation already knowing what the prospect cares about instead of starting cold.
* **Push custom signals into specific CRM fields.** The HubSpot integration writes a standard set of conversation attributes as properties and notes. Anything beyond that - pain points, number of users or sites, primary product interest - can be mapped through Zapier into whichever custom fields your CRM already uses, so the information sits where your team already looks for it. Because signals arrive typed, a Number signal lands in a numeric CRM field you can build workflows against.
* **Send the transcript to the visitor.** Take the `email` and `transcript` from the event and trigger an automated email through your nurture tool as soon as the conversation ends, so the visitor has a record of what they were told.
* **Post high-intent conversations to Slack.** Filter on `intent_level` or on `qualified` being true, and only notify your team about the conversations worth acting on today.
* **Route by product interest.** Use a custom signal to branch the Zap - conversations about one product go to one team's channel or queue, conversations about another go elsewhere.
* **Score and enrich before handoff.** Send the conversation into your enrichment or scoring tool first, then create the CRM record only once it clears your bar, so your CRM stays clean.

{% hint style="info" %}
Your endpoint should return a `2xx` response as soon as it receives the event, and do any heavy processing afterwards. Acknowledge first, process second.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.storylane.io/repx-chat/zapier.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
