What the integration does
Two instant triggers that send data out as it happens, and one action that brings documents in.
New Lead
Triggers when a lead is created.
Add the lead to your CRM or email list, with the page they came from.
Conversation Ended
Triggers when a conversation finishes, about 30 minutes after the last message, with the full transcript.
Log it in a spreadsheet, or get a Slack message with the transcript.
Add Document
Action. Adds a file or text to one clone's knowledge.
Keep your clone in sync with a Google Drive, Dropbox or OneDrive folder, so new material reaches it without re-uploading.
How to connect Personify to Zapier
Everything happens inside Zapier apart from creating your key.
- 1In Zapier, create a workflow and choose Personify as the trigger app.
- 2Pick a trigger: New Lead or Conversation Ended.
- 3Connect your account. Create an API key on your Integrations page in the Personify dashboard (open Zapier, then press Create key) and paste it into Zapier.
- 4Choose which clone the workflow should watch. One workflow watches one clone.
- 5Test the trigger. Zapier pulls a few of your recent real leads or conversations so you can map the fields.
- 6Add the app you want the data sent to, map the fields, and turn the workflow on.
Keep your clone in sync with a folder
Put a file in the folder and your clone learns from it. Replace it and the clone gets the new version.
- 1In Zapier, create a workflow that starts with Google Drive, Dropbox or OneDrive, trigger New File in Folder, and pick the folder.
- 2Add Personify as the action and choose Add Document. Connect with your API key and pick the clone.
- 3Map File from the folder step, test it, and turn the workflow on.
- New files reach your clone within about half an hour. Zapier checks the folder every 15 minutes on its free plan.
- A file with the same name replaces the older copy, so the clone never holds two versions of one document.
- PDF, Word, PowerPoint, EPUB and text files, up to 10MB each. They appear on your clone's Knowledge step tagged via Zapier.
- To catch edits to files already in a Google Drive folder, add a second workflow with the Updated File trigger.
Step by step: Keep a clone in sync with a folder.
Workflow ideas for coaches
A few of the apps coaches connect via Zapier, and what to send them.
Kajabi. Give new leads access to a free offer.
Trigger: New Lead
Kit. Add new leads to a sequence.
Trigger: New Lead
Calendly. Create a one-off booking link for each new lead.
Trigger: New Lead
HubSpot. Create a contact for every new lead.
Trigger: New Lead
Mailchimp. Add new leads to an audience.
Trigger: New Lead
Teachable. Enroll new leads in a free course.
Trigger: New Lead
Google Sheets. Log every conversation as a row.
Trigger: Conversation Ended
ActiveCampaign. Add new leads as contacts and tag them.
Trigger: New Lead
Circle. Add new leads as contacts in your community.
Trigger: New Lead
HighLevel. Add or update a contact for every new lead (listed on Zapier as LeadConnector).
Trigger: New Lead
Thinkific. Enroll new leads in a free course.
Trigger: New Lead
Slack. Get a message the moment your clone captures a lead.
Trigger: New Lead
And 9,000+ more. Anything on Zapier.
What gets sent
New Lead
The email address and name the visitor gave, which clone captured them, the lead's outcome, the page they came from, UTM source, medium and campaign, and when the lead was saved.
Conversation Ended
Which clone held the conversation, when it started and ended, how many messages it had, how long it lasted, any lead captured in it, and the transcript.
Good to know
- Add Document can add knowledge to a clone. No workflow can change a clone's settings or delete its knowledge.
- A conversation counts as ended about 30 minutes after its last message.
- One workflow watches one clone. A workspace can have up to 25 connections in total.
- Transcripts are capped at 200 messages or 65,536 characters, and 4,000 characters per message.
- Zapier currently lists Personify as Beta.
Building your own connection instead of using Zapier? The API reference covers the same two events and the document upload.
FAQ
Does Personify work with Zapier?
Yes. Personify is listed on Zapier with two instant triggers, New Lead and Conversation Ended, and one action, Add Document. You can send leads and finished conversations from your AI clone to any of the 9,000+ apps Zapier connects to, and send documents into your clone.
What can the Personify Zapier integration do?
New Lead fires when your clone captures a lead. Conversation Ended fires about 30 minutes after the last message of a conversation, with the transcript. Add Document puts a file or text into a clone's knowledge, which is how a clone stays in sync with a folder. A workflow cannot change a clone's settings or delete its knowledge.
Can my clone learn from a Google Drive or Dropbox folder automatically?
Yes, through Zapier. Start a workflow with Google Drive, Dropbox or OneDrive New File in Folder, then add Personify Add Document. New files reach your clone within about half an hour, and a file with the same name replaces the older copy. It has to be a cloud folder: a folder on your own computer cannot be watched.
Where do I get my API key?
Create an API key on your Integrations page in the Personify dashboard: open Zapier, then press Create key. The key is shown once, so paste it into Zapier straight away. If you lose it, create a new one and revoke the old one.
Why does the listing say Beta?
Zapier currently lists Personify as Beta. Both triggers are available to use now.
Can one workflow watch all my clones?
No. Each workflow watches one clone. To send leads from two clones, set up two workflows. A workspace can have up to 25 of these connections across all its clones.
Do I need to code?
No. Everything is set up inside Zapier. If you are a developer building your own connection instead, the API reference covers the same two events and the document upload.