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Thirdlane

Automations

Automations let you connect Thirdlane to thousands of other applications through Zapier, so PBX and Thirdlane Connect events can trigger actions in external services - and external events can drive changes in Thirdlane - without writing code.

Overview

Thirdlane publishes a Zapier integration (a Thirdlane “app” in Zapier). You build automations - called Zaps - in your own Zapier account. Each Zap pairs a trigger with one or more actions:

  • Triggers react to events such as a missed call, a new voicemail, or queue activity.
  • Actions perform work in another service (create a CRM record, send an email or chat message, update a spreadsheet, and so on), or call back into Thirdlane through its REST API to create users, send messages, or change configuration.

Because Zapier hosts the workflow engine and the connectors, you get access to its large catalog of applications and its visual Zap editor, while Thirdlane only has to expose events and API endpoints.

Connecting Thirdlane to Zapier

  1. In Zapier, create a new Zap and search for the Thirdlane app.
  2. When prompted to connect your account, authenticate with your Thirdlane server. The connection is authorized against your tenant, so a Zap only ever has access to that tenant’s data and events.
  3. Choose a Thirdlane trigger (or an action that calls the Thirdlane API) and follow Zapier’s step-by-step editor to complete the Zap.

Authentication and API calls flow through Thirdlane’s Zapier endpoints, which proxy into the same REST API used elsewhere in the platform. Existing REST API permissions and tenant scoping apply.

Use Cases

Common automation scenarios include:

  • Sending an email or chat notification for missed calls.
  • Creating a CRM record when a new voicemail arrives.
  • Posting call summaries to a team channel after business hours.
  • Keeping an external system in sync as users or routes change in Thirdlane.

Other integration paths

Zapier is the easiest option for connecting to off-the-shelf apps, but it is not the only one:

  • Outbound Webhooks send real-time HTTP POST notifications to any URL - useful for Zapier, Make, n8n, or your own middleware.
  • The REST API lets you build custom integrations directly against Thirdlane.

Automations are scoped per tenant. Each tenant’s Zaps authenticate to that tenant and have access only to that tenant’s data and events.