Marlie AI Zapier integrationAutomate Marlie AI with Zapier.
Marlie AI Zapier integration: 3 triggers, 2 actions, 0 searches. Marlie AI picks up your calls. Zapier takes what happens on those calls into your other tools, and can even answer Marlie while the caller is still on the line.
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What the Marlie AI Zapier integration actually does
Marlie AI is a voice assistant that takes phone calls, sorts leads and books appointments. Plugging it into Zapier lets every call feed your spreadsheets, CRM or messaging tools, and lets your own system talk back to Marlie during a call. All three Marlie events reach Zapier the moment they happen.
Three things you get out of it. First, a call log you never type: Call Completed hands over the formatted phone numbers, the data Marlie collected and, when you switch it on, the transcript, ready to land as a row in a sheet. Second, a booking saved where you keep bookings: Live Call: Booking Requested (Advanced) fires while the caller is talking, your tool stores the slot, and Reply to Booking Request (Advanced) tells Marlie whether it worked. Third, a caller who gets recognized: Live Call: Customer Lookup Requested (Advanced) asks your own data source, and Reply to Customer Lookup Request (Advanced) tells Marlie whether a customer was found.
What Zapier does not do here: it cannot start a call, edit a Marlie agent or look anything up inside Marlie. There is no search step on this app, and the only two actions are replies to a live request. And if your CRM is already connected to Marlie directly, the two advanced triggers are not meant for you (Marlie's own description says to skip them in that case).
Before you commit, see our Zapier review for how the tool feels day to day.
Zapier words, in plain English
Eight words come back on every line of this page. Here is each one, once.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time that trigger event happens.
- Trigger
- The event that starts the Zap. Here, a Marlie call ending, or Marlie asking for a lookup or a booking mid-call.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you in an app.
- Task
- The unit Zapier bills. One task is one action your Zap completes successfully; your plan counts those.
- Instant trigger
- A trigger the app reports itself: it calls Zapier when the event happens, so nothing waits for a timed check. All three Marlie triggers are instant.
- Polling trigger
- The opposite: Zapier checks the app on a timer and keeps only what it has not seen yet. Marlie AI has none of these.
- Filter
- A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and that needs a paid plan.
What Marlie AI on Zapier costs you
Marlie AI is not a premium app, so it works on the free plan. The bill is counted in tasks, and only successful actions count.
- Trigger0 task, always
- Each successful action1 task
- Free plan100 tasks a month, Zaps of two steps
- Premium appNo
A call that ends and starts your Zap costs nothing by itself. Each action that goes through costs one task, so a live-booking Zap with a save step and a reply eats two per call. An action that fails is not counted. The free plan gives 100 tasks a month and unlimited Zaps, but each Zap stops at two steps, which rules out the three-card live-call pattern. The interval grid below concerns polling triggers only: it does not apply to the three instant triggers of Marlie AI.
Connect Marlie AI to Zapier in three steps
- 01
Open your connections
You need a Marlie AI account first. In Zapier, go to the Apps page of your account and click + Add connection. A connection is your Marlie account linked once, then reused by every Zap that touches Marlie.
- 02
Pick Marlie AI
Type Marlie AI in the search box of the dialog and select it, then click Add connection. A new tab opens on the Marlie side, where the rest of the setup happens.
- 03
Sign in and allow access
Log in to Marlie AI in that tab and grant Zapier access to the account. If the agent you want to automate sits in an account you do not own, you need access rights on it before Zapier can use it.
Your first Zap: a sheet of finished calls
GoalEach Marlie AI call that ends, and passes your filter, becomes a new row in your spreadsheet.
- 01
Start with Call Completed
Create a Zap, pick Marlie AI as the app that starts it and Call Completed as the event. Choose the connection you made earlier.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent items of the account, so you map on a real call rather than guessing what the data looks like.
- 03
Add the filter
Click the plus icon, choose Filter, then set the field to look at, the rule and the value. Pick a text rule for text and a number rule for numbers, or the filter never passes.
- 04
Send the call to your sheet
Add the spreadsheet action and map the phone numbers, collected data and, if you enabled it, the transcript into its columns. Check the field names on the test, not from memory.
- 05
Test, then publish
Test each step once and read what came back. Then click Publish to switch the Zap on. With the filter inside, this Zap is multi-step and needs a paid plan.
The 3 Marlie AI triggers
3 events start a Zap when something happens in Marlie AI, and 3 of them are instant: the app calls Zapier straight away, whatever your plan.
Live Call: Customer Lookup Requested (Advanced)
Instant triggerIn Zapier“Triggers when Marlie needs to look up a caller in your custom data source during a live call. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.”
Marlie is on a call and wants to know who is ringing. This trigger hands the question to your Zap so it can check your own customer records and answer while the caller waits.
Call Completed
Instant triggerIn Zapier“Triggers when a call with your Marlie AI agent ends. Recommended for most workflows; includes formatted phone numbers, flattened collected data, and an optional transcript.”
The everyday trigger. It starts your Zap once a call with your Marlie agent hangs up, carrying the phone numbers already formatted, the collected data flattened into simple fields, and the transcript when you turn it on.
Live Call: Booking Requested (Advanced)
Instant triggerIn Zapier“Triggers when Marlie confirms a booking during a live call and needs your custom system to save it. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.”
Marlie has agreed a slot with the caller and needs somewhere to store it. This trigger passes the booking to your Zap while the call is still running, so your own system becomes the place where appointments are written.
The 2 Marlie AI actions
Marlie AI gives you 2 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Reply to Booking Request (Advanced)
ActionIn Zapier“Sends the booking result for a live call. Use only with the “Live Call: Booking Requested” trigger and make this the final Zap step within 30 seconds.”
Closes the loop on a live booking. You tell Marlie whether your system took the appointment, and Marlie tells the caller.
Reply to Customer Lookup Request (Advanced)
ActionIn Zapier“Sends the customer lookup result for a live call. Use only with the “Live Call: Customer Lookup Requested” trigger and make this the final Zap step within 30 seconds.”
Hands Marlie the verdict of your customer search during the call: found, or not found.
{{1.request_id}}, and success takes true or false.When the Marlie AI Zap breaks
Zapier attaches no help article to Marlie AI, so the known traps are the general ones, plus the timing rule written into Marlie's own live-call operations.
Read these before you publish. When a Zap already misbehaves, see our Zapier troubleshooting guide.
Old calls are never picked up
A Zap only reacts to calls that end after you switch it on. Calls from last week stay where they are; moving that backlog is a separate job.The reply comes too late or too early
Both live-call replies must be the final step and arrive within 30 seconds. Keep the steps in between few, and check the timing on a real test call.A Zap that sets itself off
A Zap that writes into the very place its own trigger watches can start itself again and again, and burns through tasks. Keep the input and the output apart.A sudden flood held back
If a trigger suddenly sends a huge batch, after a bulk import for instance, Zapier's flood protection can hold those runs back instead of firing them all.
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