Echowin integration
Use Echowin in Zoft workflows, voice agents, chat agents and AI employees. Use Echowin from Zoft voice agents, chat agents, workflows and AI employees.
- Starts with
New Contact - ZoftAgent or workflow decides what happens next
- Then in EchowinCreate Contact
- AndFind Contact
Zoft + Echowin
What Zoft can do with Echowin.
- 01Voice agentsA phone agent can use Echowin actions such as Create Contact and Find Contact during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Echowin while it talks to the customer.
- 03WorkflowsStart a workflow when “New Contact” happens in Echowin, or use Echowin as any step on the canvas.
- 04AI employeesAn AI employee can find and use Echowin actions on its own, and ask for your approval before it sends or changes anything important.
Actions 3
Things Zoft can do in Echowin.
- Create ContactCreate a new contact with optional tags, custom fields, notes, and board assignments
- Delete ContactDelete a contact by ID
- Find ContactGet a paginated list of contacts and search by name, email, or phone number
Triggers 1
Events in Echowin that can start a workflow.
- New ContactTrigger when a new contact is created in Echowin
Setup
Connect Echowin in three steps.
- 01ConnectChoose Echowin in Connections and paste an API key from your Echowin account.
- 02Put it to workAdd Echowin as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Echowin on Zoft, answered.
What can Zoft do with Echowin?
Zoft supports 3 actions and 1 trigger for Echowin. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Echowin to Zoft?
Choose Echowin in Connections and paste an API key from your Echowin account.
Can a voice agent or chat agent use Echowin?
Yes. Once Echowin is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Echowin without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.