Tables integration
Use Tables in Zoft workflows, voice agents, chat agents and AI employees. Use Tables from Zoft voice agents, chat agents, workflows and AI employees.
- No account needed
- 7 actions
- 3 triggers
- Starts withNew Record Created
- ZoftAgent or workflow decides what happens next
- Then in TablesCreate Record(s)
- AndUpdate Record
Zoft + Tables
What Zoft can do with Tables.
- 01Voice agentsA phone agent can use Tables actions such as Create Record(s) and Update Record 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 Tables while it talks to the customer.
- 03WorkflowsStart a workflow when “New Record Created” happens in Tables, or use Tables as any step on the canvas.
- 04AI employeesAn AI employee can find and use Tables actions on its own, and ask for your approval before it sends or changes anything important.
Actions 7
Things Zoft can do in Tables.
- Get RecordGet single record by its id.
- Clear TableDelete all records from a table
- Find RecordsFind records in a table with filters.
- Delete Record(s)Delete record(s) from a table
- Update RecordUpdate values in an existing record
- Create Record(s)Insert one or more new records to a table.
- Append Sticky NoteAtomically append (or reset) an entry on a STICKY_NOTES column. Use to record per-step error/diagnostic notes against a row.
Triggers 3
Events in Tables that can start a workflow.
- New Record CreatedTriggers when a new record is added to the selected table.
- Record DeletedTriggers when a record is deleted from the selected table.
- Record UpdatedTriggers when a record is updated in the selected table.
Setup
Connect Tables in three steps.
- 01ConnectTables is built in. There is nothing to connect, so you can use it in a workflow straight away.
- 02Put it to workAdd Tables 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.
More core tools integrations.
See all in Core tools
FAQ
Tables on Zoft, answered.
What can Zoft do with Tables?
Zoft supports 7 actions and 3 triggers for Tables. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Tables to Zoft?
Tables is built in. There is nothing to connect, so you can use it in a workflow straight away.
Can a voice agent or chat agent use Tables?
Yes. Once Tables 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 Tables 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.