How to Connect Vapi as Data Source

ApiX-Drive · Help Center

The integration will allow you to receive completed calls from Vapi and transfer their data to other systems. For example, you can send call details, transcripts, recordings, and summaries to your CRM, Google Sheets, or a convenient messenger. This will help you automate call processing and save time.

Let's go through the entire Vapi setup steps together!

Navigation:
1. What data can I get from Vapi?
2. How to connect a Vapi account to ApiX-Drive?
3. Selecting the assistant and phone number.
4. An example of completed call data.

To start setup click "Create connection".

Select a system as the Data Source. In this case, you need to specify Vapi.

Next, you need to specify the action "Get Calls (new)" - ApiX-Drive will get all new completed calls from Vapi and transfer them to the selected Data Destination system.

The next step is to select the Vapi account from which ApiX-Drive will get completed calls.

If there are no accounts connected to the system, click "Connect account".

Next, you need to enter the value, where:

Token - the Private API Key for connecting your Vapi account.

To get the Private API Key, open your Vapi account and go to "Organization" → "API Keys". Copy the Private Key and paste it into the appropriate field in your ApiX-Drive account.

Once the connected account appears in the list of active accounts, select it for further work and click "Continue".

At this point, select the Vapi assistant whose completed calls you want to get. You can also select a phone number to limit the results. If no phone number is selected, calls for the selected assistant will be loaded. Then click "Continue".

If necessary, you can set up a Data Filter, or click "Continue" to skip this step.

To find out how to set up the Data Filter, follow the link:
https://apix-drive.com/en/help/data-filter

Now you can see test data for one of the completed calls in Vapi.

If you want to update the test data - click "Load test data from Vapi".

If you want to change the settings - click "Edit" and you will go back one step.

If everything suits you, click "Next".

This completes the entire Data Source setup! See how easy it is!?

Now you can start setup the Data Destination system.

To do this, set it up yourself or go to the help section "Data Destination", select the service you need as Data Destination, and follow the setup recommendations.

Good luck!