agentOS Zapier integrationAutomate agentOS with Zapier.
The agentOS Zapier integration gives you 3 triggers and 2 actions, with 0 searches. It watches the CRM for new people, appointments and marketing properties, and writes people and appointments back, from the free plan up.
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What the agentOS Zapier integration actually does
agentOS is a CRM for property agencies, built around an open API. The Zapier integration plugs that CRM into the rest of your tools without code: it notices when a person, an appointment or a marketing property appears in agentOS, and it can create people and appointments there for you.
A follow-up appointment that books itself. A landlord gets added as a new person, and New Person hands the record to Create a New Appointment, so the valuation visit lands in the diary before anyone forgets it.
Contacts that arrive from outside. A lead captured in another tool becomes a record through Create a New Person, filed under the right person type instead of sitting in an inbox.
A listing that leaves the CRM on its own. New Marketing Property exists so a freshly marketed property carries enough detail to be posted to social media by the next step of the Zap.
What it does not do: there is no search step, so a Zap cannot look up an existing person or appointment first, and nothing here updates or deletes a record. All three triggers are polling ones, so nothing fires the instant it happens. If that rules Zapier out, the n8n vs Zapier comparison lays out the trade-offs, and the Zapier review covers the tool as a whole.
Zapier vocabulary in one minute
Seven words come back on every line of this page. Here they are, in plain English.
- Zap
- The automation you build: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event in agentOS that starts the Zap, like a new appointment. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes something for you, such as a new person in agentOS.
- Task
- The unit Zapier bills. One action that completes successfully counts as one task on your plan.
- Polling vs instant
- A polling trigger is checked on a timer for new items. An instant one is pushed by the app. Every agentOS trigger polls.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it otherwise.
- Connection
- Your agentOS account linked to Zapier once, then reused by every step of every Zap that touches agentOS.
What it really costs
agentOS is not a premium app, so it works on the free plan. The bill is counted in tasks, and only actions count.
- Free plan100 tasks a month, two-step Zaps
- Premium appNo, available from the free plan
- Trigger checksFree, never billed
The trigger never costs a task, and neither does Zapier checking agentOS for new items, however often it looks. Each action that succeeds is one task; one that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but only two steps per Zap: one trigger, one action. Add a filter or a second action and the Zap needs a paid plan.
Polling is the other line to watch: the free plan checks agentOS every 15 minutes, paid plans check far more often.
Connect agentOS to Zapier in three steps
- 01
Open your connections
In your Zapier account, go to the Apps page and click + Add connection. You need an existing agentOS account first. The connection is made once here, then every Zap that uses agentOS reuses it.
- 02
Find agentOS
Type agentOS in the dialog that opens, pick it from the list of results, then click Add connection. Right after, a new browser tab opens on the agentOS side.
- 03
Sign in and grant access
Log in to agentOS in that tab and let Zapier access the account. Any record you do not own yourself needs read or write access on your side, or the Zap will not see it.
Your first agentOS Zap: a first appointment for every new contact
GoalWhen a new person of the type you watch is added in agentOS, create a first appointment for them in the agentOS diary.
- 01
Create the Zap
Click to build a new Zap, then pick agentOS as the app that starts it and New Person as the event. Choose your agentOS connection.
- 02
Set the trigger
Pick the person type to watch, then test. Zapier brings back the three most recent people of that type, so you map fields on a real record.
- 03
Add the action
Add agentOS again with Create a New Appointment. Map the person's name into the subject and fill the dates, frequency and repeat interval. Two steps, so the free plan is enough.
- 04
Test and publish
Run each step once and read what came back, then click Publish. From then on, the Zap only reacts to people added after that moment.
agentOS triggers
3 events start a Zap when something happens in agentOS. Zapier checks for them at the interval your plan allows.
New Marketing Property
Polling triggerIn Zapier“Triggers when a new marketing property is created in agentOS to provide enough information to post the marketed listing to social media.”
Starts the Zap when Zapier finds, on its next check, a property newly put into marketing in agentOS. It is meant to carry enough about the listing for the next step to publish it on social media.
New Appointment
Polling triggerIn Zapier“Triggers when a new appointment is created in agentOS.”
Picks up every appointment created in agentOS, whoever booked it, and passes it to the steps that follow. Unlike the other two, it does not narrow the watch to one type, so every booking counts.
New Person
Polling triggerIn Zapier“Triggers when a new person of specified type is created in agentOS.”
Fires when a new person of the type you chose appears in agentOS: only the person types your account already defines can be picked. Each new record travels on to the rest of the Zap.
agentOS actions
agentOS gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Create a New Appointment
ActionIn Zapier“Creates a new appointment in agentOS.”
Puts an appointment straight into the agentOS diary, with its subject, description, start and end.
Create a New Person
ActionIn Zapier“Creates a new person record on agentOS”
Adds a contact record to agentOS from data that arrived in an earlier step, filed under the person type you pick.
When the agentOS Zap breaks
Zapier attaches no help article to agentOS, so the traps below are the ones every Zap shares, read through this CRM.
Most failures here come from timing and from loops, not from the connection itself. When a run still goes wrong, the Zapier troubleshooting guide walks through the editor's run history.
Old records are ignored
A Zap only reacts to what happens after it is switched on. The people and appointments already in agentOS stay where they are; moving them is a separate job.A Zap that feeds itself
New Appointment feeding Create a New Appointment writes where the trigger looks. Each new appointment starts the Zap again and burns tasks fast.Bulk imports get held back
After a big import of contacts into agentOS, the trigger suddenly returns a huge batch, and Zapier's flood protection can hold it back.No duplicates on a re-check
Zapier remembers what it has already seen on a polling trigger, so the same person or property does not start the Zap twice.
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