Systeme.io integration
Systeme.io is a CRM platform that allows you to manage your contacts, sales, and marketing campaigns. Use Systeme.io from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 5 actions
- 3 triggers
- Starts with
New Contact - ZoftAgent or workflow decides what happens next
- Then in Systeme.ioCreate Contact
- AndAdd Tag to Contact
Zoft + Systeme.io
What Zoft can do with Systeme.io.
- 01Voice agentsA phone agent can use Systeme.io actions such as Create Contact and Add Tag to 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 Systeme.io while it talks to the customer.
- 03WorkflowsStart a workflow when “New Contact” happens in Systeme.io, or use Systeme.io as any step on the canvas.
- 04AI employeesAn AI employee can find and use Systeme.io actions on its own, and ask for your approval before it sends or changes anything important.
Actions 5
Things Zoft can do in Systeme.io.
- Create ContactCreate a new contact with email and contact fields from your Systeme.io account, with optional tags
- Update ContactUpdate fields (name, phone, custom fields) of an existing contact using fields from your Systeme.io account
- Add Tag to ContactAssign a tag to an existing contact - select an existing tag or create a new one
- Find Contact by EmailLocate an existing contact by email address
- Remove Tag from ContactRemove a tag that is currently assigned to an existing contact
Triggers 3
Events in Systeme.io that can start a workflow.
- New SaleFires when a new purchase is made within a funnel
- New ContactFires when a new contact is created
- New Tag Added to ContactFires when a specific tag is assigned to a contact
Setup
Connect Systeme.io in three steps.
- 01ConnectChoose Systeme.io in Connections and paste an API key from your Systeme.io account.
- 02Put it to workAdd Systeme.io 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
Systeme.io on Zoft, answered.
What can Zoft do with Systeme.io?
Zoft supports 5 actions and 3 triggers for Systeme.io. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Systeme.io to Zoft?
Choose Systeme.io in Connections and paste an API key from your Systeme.io account.
Can a voice agent or chat agent use Systeme.io?
Yes. Once Systeme.io 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 Systeme.io 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.