Make.com API Fields

Call Someone (Virtual Receptionist)Action

"url":"https://app.smith.ai/api/vr/v1/outbound/make/",
 "method":"POST",
"headers": {"Authorization": "Bearer {{apiKey}}"},

Errors:
- 401 (Wrong Api Key)
- 400 phone_number: Invalid phone number
- 400 send_summary_to is required  (when pro has multi emails 400)

Payload:
    {
        "name": "callback_number",
        "type": "text",
        "label": "Callback number",
        "required": true
    },
    {
        "name": "reason",
        "type": "select",
        "label": "Reason",
        "options": [
            {
                "label": "Schedule a consultation",
                "value": 2
            },
            {
                "label": "Advise it is outside practice areas",
                "value": 3
            },
            {
                "label": "Collect payment(s)",
                "value": 4
            },
            {
                "label": "Reschedule an appointment",
                "value": 5
            },
            {
                "label": "Inform them a follow up email was sent",
                "value": 6
            },
            {
                "label": "Correct a mistake",
                "value": 7
            },
            {
                "label": "Other",
                "value": 8,
                "nested": [
                    {
                        "name": "reason_other_text",
                        "type": "text",
                        "label": "Reason other",
                        "required": true
                    }
                ]
            }
        ],
        "required": true
    },
    {
        "name": "action_required",
        "type": "text",
        "label": "Action required",
        "required": true
    },
    {
        "name": "action_fallback",
        "type": "text",
        "label": "Action fallback",
        "required": true
    },
    {
        "name": "language",
        "type": "select",
        "label": "Language",
        "options": [
            {
                "label": "English",
                "value": "en"
            },
            {
                "label": "Spanish",
                "value": "es"
            }
        ],
        "required": true
    },
    {
        "name": "availability",
        "type": "select",
        "label": "Availability option",
        "options": [
            {
                "label": "24/7",
                "value": 1
            },
            {
                "label": "Use Pro's outbound call settings",
                "value": 2
            }
        ],
        "required": true
    },
    {
        "name": "first_name",
        "type": "text",
        "label": "First name",
        "required": false
    },
    {
        "name": "last_name",
        "type": "text",
        "label": "Last name",
        "required": false
    },
    {
        "name": "email",
        "type": "email",
        "label": "Email address",
        "required": false
    },
    {
        "name": "send_summary_to",
        "type": "text",
        "label": "Label for the call summary email destination",
        "required": false
    }

Call Someone (Outreach Campaign) Action

"url":"https://app.smith.ai/api/vr/v1/add-campaign-recipient/make/",
 "method":"POST",
"headers": {"Authorization": "Bearer {{apiKey}}"},

Errors:
- [401] Invalid API KEY
- [400] campaign: not a valid UUID
- [400] phone_number: Invalid phone number

Payload:
{
        "name": "campaign_id",
        "type": "text",
        "label": "Campaign ID",
        "required": true
    },
    {
        "name": "first_name",
        "type": "text",
        "label": "First name",
        "required": true
    },
    {
        "name": "last_name",
        "type": "text",
        "label": "Last name",
        "required": true
    },
    {
        "name": "phone_number",
        "type": "text",
        "label": "Phone number",
        "required": true
    },
    {
        "name": "email",
        "type": "email",
        "label": "Email address",
        "required": false
    }

New Calls Trigger

"url": "https://agent.smith.ai/pro/make/polling/",
 "method": "GET",
"headers": {"Authorization": "Bearer {{apiKey}}"},


Errors:
- [401] Invalid API KEY
- We send a max of 10 calls no matter if the limit in Make is greater
- The longest time to get the calls is 1 week, so the it should be launched once a day depending of the calls that the pro have

Response:
[
    {
        "agent": "Agent Smith <agent@smith.ai>",
        "caller": "Agent Smith",
        "caller_address": "425 Sherman Ave, Suite 200",
        "caller_city": "Palo Alto",
        "caller_company": "Smith.ai Inc",
        "caller_firstname": "Agent",
        "caller_id_number": "+15555555100",
        "caller_id_text": "Caller Name",
        "caller_lastname": "Smith",
        "caller_state": "CA",
        "caller_zipcode": "94306",
        "client_status": "New Lead",
        "disposition": "Business",
        "email": "aaron.lee@smith.ai",
        "id": "CA002",
        "primary_phone": "(650) 727-6484",
        "priority": "Normal",
        "reason": "I need help",
        "recipient_user_data_1": "data1",
        "recipient_user_data_2": "data2",
        "recipient_user_data_3": "data3",
        "default_key_oc_attempt_number": 1,
        "referral_source": "Google",
        "summary": "Test call for Zapier integration",
        "tracking_id_number": "+15555555200",
        "tracking_id_text": "Peter Doe",
        "time_created": "2018-11-23T13:34:25.980909-08:00",
// From here is the send_call_keys_to_make is activated for the pro
        "execution_instance_id": "b2ebb7eb-dd77-4396-ac54-268bbdb480f1",
        "pro_instructions_uuid": "efb3112f-3af8-483d-a698-d8f6c4d40fbc",
        "pro_instructions_version_uuid": "b2ebb7eb-dd77-4396-ac54-268bbdb480f2",
        "default_key_full_name__first_name": "Agent",
        "default_key_full_name__last_name": "Smith",
        "default_key_full_name": "Agent Smith",
        "default_key_email": "agent@smith.ai",
        "default_key_alt_email": "agent_alt@smith.ai",
        "default_key_phone": "(209) 780-0799",
        "default_key_alt_phone": "(209) 780-0798",
        "default_key_company": "Smith ai",
        "default_key_full_address__first_name": "Agent",
        "default_key_full_address__last_name": "Smith",
        "default_key_full_address__street_address": "425 Sherman Ave, Suite 200",
        "default_key_full_address__apartment": "Suite 200",
        "default_key_full_address__city": "Palo Alto",
        "default_key_full_address__state": "CA",
        "default_key_full_address__zipcode": "94306",
        "default_key_full_address__country": "United States",
        "default_key_full_address": "425 Sherman Ave, Suite 200, Palo Alto, CA 94306, United States",
        "default_key_city_and_state__city": "Palo Alto",
        "default_key_city_and_state__state": "CA",
        "default_key_city_and_state": "Palo Alto (CA)",
        "default_key_zipcode": "94306",
        "default_key_message": "message",
        "default_key_on_behalf_of": "On behalf of Agent Smith",
        "default_key_reason": "I need help",
        "default_key_referral_source": "Google",
        "default_key_type_of_case": "Type",
        "default_key_who": "Agent Smith",
        "default_key_call_resolution": "Qualified",
        "default_key_call_transferred": "Yes",
        "default_key_call_transferred_to": "Call transfer to (209) 780-0799",
        "default_key_appointment_scheduled": "Yes",
        "default_key_appointment_scheduled_on": "August 22",
        "default_key_intake_filled": "Yes",
        "default_key_intake_filled_on": "August 22",
        "default_key_payment_taken": "Yes",
        "default_key_payment_taken_value": "122.2",
        "default_key_follow_up_sent": "Yes",
        "default_key_conflict_check_performed": "Yes",
        "default_key_conflict_check_matched": "Yes",
        "default_key_objection_reason": "Objection reason",
        "default_key_outreach_conversion": "Yes",
        "default_key_filevine__contact__id": "12345",
        "default_key_filevine__contact__name": "Agent Smith",
        "default_key_filevine__contact__email": "agent@smith.ai",
        "default_key_filevine__contact__phone": "(209) 780-0799",
        "default_key_filevine__project__id": "456",
        "default_key_filevine__project__name": "Smith Project",
        "default_key_filevine__project__client_id": "123",
        "default_key_filevine__project__client_name": "Agent Smith",
        "default_key_filevine__project__phase_name": "Active",
        "default_key_filevine__project__primary_name": "Agent",
        "default_key_filevine__project__primary_username": "Smith",
        "default_key_filevine__project__project_type_code": "Basic",
        "default_key_filevine__project__is_archived": false,
        "default_key_filevine": "contact(123, Agent Smith, agent@smith.ai, (209) 780-0799)\nproject(456, Smith Project, Agent Smith, Active, Agent Smith, Basic)",
        "default_key_goal_type": "Custom goal definition",
        "default_key_goal_met": "Yes",
        "default_key_denial_reason": "Personal issue",
        "custom_key_key_custom_1": "custom key value 1"
    }
]

How did we do?

Contact