Answers / Follow-through
How do I send meeting notes and action items to other apps?
Short answer
Use Acta's Zapier integration. Acta sends meeting outcomes, transcripts, action items, sales updates and tickets to Zapier, and Zapier passes them to thousands of other apps, such as a spreadsheet, your chat tool or a project board.
How to do it with Acta
- 1
Connect Zapier
In Acta, open Integrations, find Zapier under Automation and click Connect.
- 2
Build a Zap
In Zapier, use Acta as the trigger and pick the app to send to.
- 3
Choose what to send
Outcomes, transcripts, action items, sales updates or tickets.
- 4
Record meetings
Each new meeting runs your Zap.
What you get
- Thousands of apps
- Action items to a sheet or board
- Sales updates for RevOps reporting
- No code needed
Good to know
Is there a direct integration for my tool?
Acta connects directly to Jira, Asana, ClickUp, Monday.com, Salesforce, HubSpot, Zoho, Confluence, Notion and Google Drive. Zapier covers the rest.
What is a Zapier trigger?
The event that starts a Zap, such as a new meeting outcome in Acta.