How to Automate Workflows with Zapier

Using Zapier, you can turn the transcripts and summaries generated by Krisp into powerful automated workflows that update your apps, create tasks, and log meeting activity without manual effort.

This step-by-step guide walks you through connecting Krisp to Zapier, choosing the right triggers and actions, and building practical automations for meetings, sales, support, and more.

What you need before you start with Zapier

Before building automations, make sure you have:

• An active Krisp account with transcription and notes enabled
• A Zapier account (free or paid, depending on volume)
• Access to the tools you want to connect (calendar, CRM, project manager, docs, etc.)
• At least one recorded or upcoming call in Krisp so you can test triggers

If you also manage multiple workflow tools, you may find additional automation strategy resources at Consultevo.

How Krisp works with Zapier

Krisp captures your meetings, generates transcripts, and creates AI-powered notes. With Zapier, you can automatically send those notes, action items, and other call details into your favorite apps.

Typical data you can pass from Krisp into Zapier includes:

• Meeting title and participants
• Date, time, and duration
• Full transcript text
• Key points and topics
• Action items and decisions

The official integration, as explained in the Zapier Krisp automation guide, lets you treat every call as a structured data source for your workflows.

Connect Krisp to Zapier step by step

Follow these steps to connect your accounts and create your first automation, called a “Zap” in Zapier.

Step 1: Sign in and create a new Zap in Zapier

1. Log in to your Zapier account.
2. Click Create and choose Zap.
3. Give your Zap a clear name, such as “Krisp meeting to task”.

Naming each Zap by its outcome (for example, “Krisp notes to CRM”) makes your automations easier to manage later.

Step 2: Choose Krisp as the trigger app in Zapier

1. In the trigger search bar, type Krisp.
2. Select the Krisp app.
3. Pick a trigger event that matches the result you want to automate, such as:
   • New Meeting Summary – fires when Krisp generates notes for a call.
   • New Transcript – fires when a call transcript is ready.

The trigger is what tells Zapier to start the workflow whenever Krisp finishes processing a meeting.

Step 3: Connect your Krisp account to Zapier

1. Click Sign in or Connect next to the Krisp app.
2. A window opens asking for permission to connect Krisp and Zapier.
3. Follow the prompts to authorize access so Zapier can read meeting data from Krisp.
4. Once connected, choose the Krisp workspace or account you want to use.

After the connection is complete, Zapier can pull in sample meetings to help you test.

Step 4: Test the Krisp trigger in Zapier

1. In the trigger section, click Test or Test trigger.
2. Zapier fetches recent Krisp call data, such as meeting titles and summaries.
3. Confirm that the sample includes the fields you plan to use, like action items or transcripts.

If no sample appears, record a quick test meeting in Krisp, wait for the notes to generate, then run the test again in Zapier.

Build your first action step in Zapier

Once the trigger is working, add one or more action steps so Zapier knows what to do with the Krisp data.

Popular Zapier actions for Krisp workflows

You can send Krisp notes into almost any app supported by Zapier. Some popular patterns include:

• Task managers (Asana, Trello, ClickUp):
  Turn each meeting action item into a task with due dates and assignees.
• CRMs (HubSpot, Salesforce, Pipedrive):
  Log call summaries to contact records or deals automatically.
• Documentation tools (Notion, Google Docs, Confluence):
  Create organized meeting notes for future reference.
• Communication tools (Slack, Microsoft Teams):
  Post summaries and key decisions in a shared channel.

Step 5: Add an action app in Zapier

1. In your Zap, click + Add action.
2. Search for the app where you want to send the Krisp data.
3. Select the app and choose an action event, such as:
   • Create Task
   • Create Record
   • Send Message
   • Create Document

This tells Zapier what type of item to create when a new Krisp meeting is processed.

Step 6: Map Krisp fields to the action in Zapier

1. In the action setup, click into each field (title, description, body, etc.).
2. From the dropdown, pick the corresponding Krisp data, such as:
   • Use Meeting Title for a task title or document name.
   • Use Summary or Key Points for the main description.
   • Use Action Items for task lists.
   • Use Meeting Date for a due date or log date.
3. Optionally add static text, like prefixes or labels, around the mapped data.

This mapping step ensures Zapier correctly structures the output based on what Krisp captured.

Step 7: Test the full Zapier workflow

1. Click Test in the action step.
2. Zapier sends the sample Krisp data into your chosen app.
3. Open that app to confirm the task, note, or record looks right.
4. If needed, go back and adjust field mappings until you are satisfied.

Once everything looks good, turn your Zap on so it runs automatically for all future meetings.

Helpful Zapier automation ideas for Krisp users

To get more value from every meeting, you can chain multiple actions together in a single Zap. Below are some practical ideas.

Send Krisp summaries to your team via Zapier

• Trigger: New meeting summary in Krisp
• Action 1: Send a Slack message to a channel with the key decisions
• Action 2: Post action items in a dedicated follow-up channel

This use of Zapier keeps everyone aligned without copying and pasting notes.

Log Krisp notes to your CRM using Zapier

• Trigger: New transcript or notes from a sales call
• Action: Create or update a CRM record with call details and next steps

With Zapier, sales teams can keep their pipelines up to date and searchable without manual data entry.

Create project tasks from Krisp action items via Zapier

• Trigger: Meeting with action items identified by Krisp
• Action 1: Create a new project task list in your task manager
• Action 2: Add each action item as an individual task

In this kind of Zap, every commitment from a meeting becomes a visible task your team can track.

Tips to maintain reliable Zapier workflows

As you expand your use of Krisp and Zapier, keep these tips in mind:

• Use clear naming: Name each Zap based on its purpose and destination app.
• Test regularly: Run quick tests when you update Krisp settings or change fields.
• Document your Zaps: Keep a short description of what each Zap does and who owns it.
• Monitor task volume: If you run many meetings, check your Zapier task usage limits.

These practices help ensure that your automations remain stable as your team scales.

Next steps for mastering Zapier with Krisp

By linking Krisp and Zapier, you turn every conversation into consistent, trackable data that flows through your tools automatically. Start with one simple Zap, such as sending summaries to your notes app, then expand into CRMs, project tools, and team chat.

As you refine your workflows, experiment with filters, paths, and multiple steps inside Zapier to route different types of meetings to the right destinations. Over time, this approach can significantly reduce manual follow-up work and improve how your team captures, shares, and acts on meeting insights.

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