Acta already sends meeting notes to Notion, Google Drive and Confluence, sales updates to Salesforce, HubSpot and Zoho, and tickets to Jira, Asana and other ticketing tools. Zapier is for every other app: Slack, Google Sheets, Trello, Pipedrive, Linear and thousands more. You make a Zap once (when this happens in Acta, do that in another app) and it runs after every meeting.
What Acta sends to Zapier
Five triggers. Each one is instant: Acta sends the item to your Zap as soon as it is ready.
New Meeting Outcome
When: A meeting is summarized
Title, date, link, participants, summary, topics, key takeaways, decisions and action items
New Transcript
When: A meeting's transcript is ready
The whole transcript with speakers and times
New Action Item
When: Once for each action item from a meeting
The task, its owner and due date, and the meeting it came from
New Sales Update
When: A Sales template (MEDDPICC, SPICED, SPIN or BANT) has run on a meeting
The template's report, the same one Acta sends to Salesforce, HubSpot or Zoho
New Ticket
When: Once for each ticket a template suggests
Title, description, type, priority and assignee, the same as Acta sends to Jira or Asana
How to connect
You need Acta Pro (or the free trial) and a Zapier account. It takes about five minutes.
- 1
Open Integrations in Acta
In the left sidebar choose Integrations, find Zapier and click Connect. Acta’s page in Zapier opens in a new tab.
- 2
Create a Zap
In Zapier, click Create Zap. For the trigger, search for Acta and pick one of the five triggers, for example New Meeting Outcome.
- 3
Sign in to Acta and choose Allow
Zapier asks you to sign in to Acta. Acta shows what Zapier will get; choose Allow. You only do this once for all your Zaps.
- 4
Test the trigger
Zapier shows your latest item from Acta (from the last 60 days), so you can see the fields before you use them.
- 5
Add the action
Choose the app the item should go to, for example Slack, Google Sheets or Trello, and put Acta’s fields where you want them.
- 6
Publish the Zap
Turn the Zap on. From now on, each new item goes to your app a moment after Acta has it.
Ideas for Zaps
Good to know
- Zapier only gets meetings you can see in Acta, and it only reads: it can’t change, delete or share anything in Acta.
- Each item goes to a Zap once. Editing a meeting later does not send it again.
- New Sales Update needs a Sales template to have run on the meeting; New Ticket needs a template that suggests tickets.
- Acta in Zapier is part of Pro, and works during the 15-day free trial.
- To stop, turn the Zap off in Zapier, or disconnect Zapier in Acta’s Integrations page. Disconnecting stops all your Zaps that use Acta.
Troubleshooting
The test finds nothing
The test shows your latest item from the last 60 days. Hold or upload a meeting first; for sales updates and tickets, run the matching template on it.
The Zap stopped getting meetings
Check that the Zap is on in Zapier and that Zapier is still connected in Acta’s Integrations page. If your free trial ended, Acta sends again once you have Pro.
Signed in with the wrong account
On Acta’s sign-in page choose “Not you?”, or in Zapier remove the Acta connection and add it again.
Need help?
If a Zap doesn't work as expected, contact our support team and tell us which trigger you used.