For the complete documentation index, see llms.txt. This page is also available as Markdown.
Agents
Agents let you automate GTM processes in Zero. You can create custom agents by defining triggers and chaining actions together to eliminate repetitive tasks.
How to create an agent in Zero:
1
Set Agent trigger
Available triggers:
Demo request form submitted (webhook request received)
New record (company, contact, deal) added to workspace
Record edited
Record moved
Based on a schedule
2
Set Actions
Available actions:
Record actions: add, edit, remove records (company, contact or deal)
List actions: Add or remove from list
Run AI task: ask LLM to analyze some data as part of the workflow and pass the result to the next action(s)
Post to Slack
Send email: internal email notification or send email from connected mailbox
Add a task
Send to external systems: currently supported integrations: Loops, Resend and Apollo
Webhook: send a webhook to any API: your app, PostHog, n8n, Zapier, your website (e.g. to provide a meeting booking link to a qualified inbound lead) etc.
Round Robin: e.g. route incoming leads to selected users in your workspace in a sequential order
