How to Connect Your Zinng AI Agent to Jotform (via Zapier)

Overview

This guide walks you through connecting your Zinng AI phone agent to Jotform so that every completed call automatically creates a new Jotform submission with the caller's details. It works through Zinng's Zapier "Call Finished" trigger, so there is no code involved. The whole flow is two steps in Zapier: Zinng's "Call Finished" trigger, followed by Jotform's "Create Submission" action.

The finished two-step Zap: a Zinng Call Finished trigger connected to a Jotform Create Submission action

What you'll need

A Zinng account with at least one AI phone agent set up
A Jotform account with the form you want submissions created in
A Zapier account (the free plan is enough to get started)

1. Request access to the Zapier integration

To use Zinng's Zapier integration today, you first need to be granted access. Reach out to Zinng support, either through the chat widget on our website or by emailing [email protected], and let us know the email address you want to use for your Zapier account. We'll add that email as an invitee to the Zinng app on Zapier.

You'll then receive an invitation email from Zapier that looks like the one below. Click Accept invitation to get access.

Zapier email invitation reading You've been invited to Zinng by support@zinng.ai as an invitee, with a purple Accept invitation button

Note: At the time of writing, Zinng's Zapier integration is invite-only, so this access step is required. We're rolling Zapier out publicly soon, and once we do you can skip this step and connect Zinng in Zapier directly.

2. Enable the "Zapier: Call Finished Trigger" add-on

In your Zinng dashboard, go to AI Phone Agents → Agents and click the agent you want to connect. Scroll to the very bottom of the settings page to the Add-on capabilities section, where you'll find Zapier: Call Finished Trigger. Turn the toggle on, then click Save.

The bottom of a Zinng agent's settings page showing the Zapier: Call Finished Trigger add-on with its toggle switched off and a Save button

3. Generate your Zinng API key

Zapier needs a Zinng API key to connect to your account. In your Zinng dashboard, generate an API key (from Team Settings → API Keys, which is also linked from the Zapier add-on panel). Zinng shows the key to you only once, in a popup.

Copy it right away. For security, Zinng shows your API key only once and can't display it again. Copy it and paste it straight into the Zapier connect popup from step 5. Don't save it anywhere permanent; if you ever lose it, just generate a new key from the same screen.

4. Create a Zap

Head back to Zapier and create a new Zap. The first block is the Trigger, the event that starts your automation. Click it to choose your trigger app.

A new Zap in the Zapier editor with an empty Trigger block reading Select the event that starts your Zap

5. Set up the trigger (Zinng "Call Finished")

In the trigger app search, type Zinng and select the Zinng app from the results.

The Zapier app search showing the Zinng app version 1.0.0 with an Invite Only badge next to it

While the integration is invite-only, you'll see an "Invite Only" badge next to the Zinng app. Once you've accepted the invitation from step 1 you can select it normally, and this badge goes away once Zapier makes the integration public.

On the Setup tab, set the Trigger event to Call Finished. Then connect your Zinng account: click to add a new account and paste the Zinng API key you generated in step 3 when prompted.

The Zapier trigger Setup tab with the Zinng app selected, the Trigger event set to Call Finished, and a connected Zinng account

In this screenshot a Zinng account is already connected. The first time you do this you won't see a connected account yet, you'll be prompted to sign in and enter your API key.

When you connect a new account, Zapier opens a popup asking for your Zinng API key. Paste the key you generated in step 3, then click Connect.

Once Zapier confirms it can connect to your account, your trigger setup is complete. Click Continue.

The completed Zapier trigger Setup tab showing the Zinng app, the Call Finished event, and a connected account, with a Continue button at the bottom

On the Configure tab, open the Agent dropdown and select the agent you want to connect. If you only have one agent, just pick the one that appears. Then click Continue.

The Zapier Configure tab with the Agent dropdown open, listing the agents in the account to choose from

6. Test the trigger

On the Test tab, Zapier pulls a sample call record from your account (you'll see something like "Call A") so it knows what data is available to map. Leave the record selected and click Continue with selected record.

The Zapier trigger Test tab showing a sample Call A record loaded from the Zinng account, with a Continue with selected record button

7. Add a placeholder action and publish the Zap

Before you can finish the connection, the Zap has to be published, and a Zap can't be published without an action step. So add a quick, harmless placeholder for now: a Code by Zapier step that you'll replace with Jotform shortly.

Add a step, choose Code by Zapier as the app and Run Javascript as the action event, then click Continue.

A Zapier Zap with the Zinng Call Finished trigger followed by a Code by Zapier Run Javascript action, with a Continue button

You can leave the default JavaScript exactly as it is, there's no need to change it or test it. Just click Publish. Publishing the Zap is what registers the connection back in your Zinng dashboard so you can finish the setup there.

A Zapier confirmation reading Success! Your Zap is live, noting the Zap will run when the Call Finished trigger event in Zinng occurs

8. Back in Zinng, check the connection

Return to the Zapier: Call Finished Trigger add-on in your Zinng agent settings and click Check Connection. Now that your Zap is published, Zinng recognizes it and the agent shows as connected.

The Zinng Zapier Call Finished Trigger add-on panel with a red arrow pointing at the Check Connection button

9. Choose the data Zinng sends (default and custom fields)

Once the connection check succeeds, Zinng reveals the data it can send to Zapier. At the top are the default fields that are always included, things like the caller's number, call duration, transcript, the AI call summary, and caller sentiment.

The Zinng Zapier panel listing the default fields sent to Zapier, including from, to, call_id, transcript, call_analysis.call_summary, and user_sentiment

You can map any of these into Jotform. But for most Jotform forms you'll want your own custom extraction fields, specific pieces of information you want the AI to pull from each call's transcript and fill in for you (for example, the caller's first name, last name, and phone number).

Leave the Model Selector on the default gpt-5-mini, then use Add Field to define each custom field with a name and an example. After a call ends, Zinng's AI reads the transcript, fills these in, and sends them to Zapier alongside the default fields. Click Save when you're done.

The Zinng Custom Extraction Fields interface with the model set to gpt-5-mini and three custom text fields defined: Caller First Name, Caller Last Name, and Caller Phone Number, plus an Add Field button

When you add or edit a field, you give it a name, a description of exactly what you want the AI to pull from the call, and an optional example to guide the format. That description is how you tell the AI what to analyze and extract.

The Zinng Edit Text Field dialog with a Name of Caller First Name, a Description reading Extract the first name of the caller, and a Format Example of John

10. Save and make a test call

Click Save to save the custom fields to your agent. Then place a real test call to your agent and have a short conversation, for example, ask it to take a message. Be sure to actually say the information your custom fields are set up to extract, for example, give a first name, last name, and phone number (fake details are fine), since the AI can only extract what it hears on the call. When the call ends, Zinng analyzes it, fills in your custom fields, and sends everything to Zapier through the Call Finished trigger. This is what gives Zapier a real data sample with your custom fields, which you'll use to finish the Jotform step.

11. Find your test call in Zap Runs

Give it a few seconds after the call ends, then in Zapier open Zap Runs (the clock icon in the left sidebar) and click the refresh icon. Your test call shows up as a successful run, this is the real data that just came into Zapier from your agent.

The Zapier Zap Runs panel with arrows pointing at the clock icon in the sidebar, the refresh button, and a successful run from the test call

On that successful run, click the three-dot menu and choose Use as test record. This loads the real call, with your custom fields, as the trigger's sample, so those fields become available to map into Jotform in the next step.

The three-dot menu on a successful Zap run, with the Use as test record option highlighted

Then click Edit Zap to go back into the Zap editor.

One more thing before you add Jotform: click the Call Finished trigger step, open its Test tab, and select the record you just added, the one labeled Record from Zap run (it has your new custom fields). Click Continue with selected record. This refreshes the trigger's output so the custom fields you defined in Zinng are available to map.

The Call Finished trigger Test tab showing a Record from Zap run with the new custom fields selected, above the older Call A sample record

12. Swap in the Jotform action

Now that Zapier has a real call to work with, delete the Code by Zapier (Run Javascript) placeholder step, you don't need it anymore. Then add a new action step and choose the app you actually want to connect to. The Zinng trigger works with any of Zapier's thousands of apps, but for this tutorial that's Jotform.

Select Create Submission as the action event, connect your Jotform account (a quick sign-in), then click Continue.

The Zapier Jotform action Setup tab with the app set to Jotform, the action event set to Create Submission, and a connected Jotform account, with a Continue button

13. Select your Jotform form

On the Configure tab, open the Select a form dropdown and choose the Jotform form you want submissions created in. In this example it's a form called "Callback Request Form", yours will be whatever form you've built.

The Zapier Jotform Create Submission Configure tab with the Select a form dropdown open, showing a Callback Request Form option

14. Map the call data to your form fields

Now match each field on your Jotform form to the data from the call. Click into a form field and pick the matching value from the Call Finished trigger data. Because you selected the latest run, your custom extraction fields are right there, for example, map the form's First Name to Caller First Name, Last Name to Caller Last Name, and Phone Number to Caller Phone Number. You can also drop in any of the default fields (the call summary, transcript, recording link, and so on) wherever they fit.

The Zapier Jotform mapping screen with the form's First Name, Last Name, and Phone Number fields on the right, and the Zinng Call Finished data on the left showing the custom extraction fields Caller First Name, Caller Last Name, and Caller Phone Number

When you're done, each required field on your form is filled with the matching call data, like this, adjusted, of course, to whatever fields your own form collects.

The completed Jotform Create Submission mapping with the Callback Request Form selected and First Name, Last Name, and Phone Number mapped to the Zinng Caller First Name, Caller Last Name, and Caller Phone Number values

15. Test the submission

On the Test tab, run the test. Zapier sends a real submission to Jotform using the call data, and you'll see a success message with the new submission's Form ID, Submission ID, and a link. Open your Jotform form to confirm the entry landed.

The Zapier Jotform action Test tab confirming a submission was sent to Jotform, with Data out fields for Form ID, Submission ID, and URL, and Retest step and Publish buttons

16. Republish your Zap

Since you edited the Zap, click Publish once more to push the new version live. That's it, you're done. From now on, every time your Zinng agent finishes a call, a new submission is created in your Jotform form automatically. Open your form's submissions in Jotform and you'll see the entries coming in from your agent.

The Jotform Tables view for the Callback Request Form showing submissions automatically created from calls, with Full Name and Phone Number filled in

And that's it. Every call your AI agent handles now flows straight into Jotform. If you have any questions or run into anything, reach out, email [email protected] or use the chat widget on our site.

Troubleshooting

The Zapier toggle is greyed out. The Zapier trigger and the Post Call Webhook add-on cannot both be enabled on the same agent. Turn off Post Call Webhook first, then enable Zapier.
"Check connection" still says not connected. The connection only goes live once your Zap is built and turned on in Zapier. Generating the API key alone is not enough.

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About the Author

Timothy Bramlett

Co-Founder & CEO, Zinng

Timothy Bramlett is an American entrepreneur, software engineer, and product strategist. He is the founder of Zinng, an AI-powered phone agent platform that helps businesses never miss a customer call with intelligent call handling, real-time transcripts, and instant summaries.

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