Zapier — Integration

Overview

Automate Direct + Huddle workflows. Triggers for DM/Huddle events; actions to send messages, create Huddles, and post recaps.

Capabilities

• Triggers: New DM Message, Huddle Started, Huddle Ended, Recap Ready

• Actions: Send DM Message, Start Huddle, Post Huddle Recap

• Field pickers and sample payloads for easy mapping

• Scoped tokens and audit-friendly webhooks

1. 1

   Step 1

   In Zapier, create a Zap and choose Velaxe (Direct) as trigger or action.

   Back to top
2. 2

   Step 2

   Connect with an API token from Velaxe (Settings → API).

   Back to top
3. 3

   Step 3

   Pick a trigger (e.g., Huddle Ended) and test to fetch a sample.

   Back to top
4. 4

   Step 4

   Map fields to your destination app (e.g., Docs, Sheets, CRM).

   Back to top
5. 5

   Step 5

   Turn the Zap on and end a test Huddle to validate the flow.

   Back to top

Limitations

• Zapier free tier polling interval may delay triggers.

• High-volume Zaps should use filters/paths to control task usage.

FAQs

Pricing