Connecting Tiller to Zapier
Tiller now integrates with Zapier, allowing you to connect your meeting insights and recordings with thousands of apps. This powerful integration enables you to automate workflows based on your meeting data, create custom notifications, and sync important information with your preferred tools.
Key Features
Automated Workflows: Trigger actions in other apps when new call recordings are available
Data Synchronisation: Send meeting summaries and CRM notes to your favorite tools
Secure API Connection: All data is transferred securely using API keys
Detailed Audit Trail: Track all integration activity for security and compliance
Important Privacy Note
Only calls that are shared with the entire company (using the "company" sharing setting) will be accessible through the Zapier integration. Private calls or calls with limited sharing settings will never be exposed through this integration.
Setup Instructions
For Administrators
Only Tiller Administrators can create and manage Zapier API Keys
Generate an API Key:
Navigate to Settings → Apps
Find the Zapier card and click "Connect"
In the modal that appears, click "Generate New Key"
Copy the generated API key (you'll need it when setting up Zapier)
Accept the Zapier Invitation:
Click the "Accept Zapier Invitation" button in the Zapier modal
This will take you to Zapier's platform to begin setting up the integration
Managing API Keys:
You can generate multiple API keys if needed
View when keys were created and last used
Revoke keys that are no longer needed
Access the audit trail to monitor integration activity
For All Users
Setting Up Zaps:
Log into your Zapier account
Create a new Zap
Search for and select "Tiller" as your trigger app
When prompted, enter the API key provided by your administrator
Choose from available triggers:
"New Recording Available"
"Meeting Completed"
Available Data for Automation:
Meeting details (name, start/end times)
Attendee information
CRM notes generated from the meeting
Recording status and links
Use Case Examples:
Send new meeting summaries to Slack channels
Create tasks in project management tools based on meeting action items
Update CRM records with meeting notes and outcomes
Log meeting details in spreadsheets for reporting
Send notifications when specific types of calls are completed
Security and Permissions:
Only company administrators can generate and manage API keys
The integration only accesses calls that have company-wide sharing enabled
All API usage is logged in a detailed audit trail
API keys can be revoked at any time
Troubleshooting
If you encounter issues with your Zapier integration:
Check API Key Status: Ensure your API key is active and hasn't been revoked
Verify Call Sharing Settings: Confirm that calls you want to automate have company-wide sharing enabled
Review Audit Logs: Administrators can check the audit trail for error messages
Contact Support: If issues persist, contact Tiller support for assistance
Need Help?
Contact our support team at hello@tiller.com or reach out to your account manager directly for assistance with setting up your Zapier workflows.
