Circleback

1

Go to Zero User Settings >> Apps and toggle Circleback on

Copy the webhook URL

2

Create a new automation on Circleback

In the Trigger section, don't select anything and press Next - this will create an automation that runs after every meeting.

3

Choose what happens: Send webhook request

Copy and paste the Webhook URL from below to the "Endpoint" field. Next, below in the "What to include" section, select what data you want to send to Zero. We currently support:

• Meeting notes

• Action items

• Transcripts

It should look like this:

4

Test the integration

1. Click "Send request for most recent meeting" and Circleback will send the data from the most recent meeting to Zero.

2. Go to Zero and the calendar event of your most recent meeting and verify that the notes were received

5

Save the Circleback automation