VoxSun Support · Zapier Setup
Connect VoxSun to Zapier: Step‑by‑Step Setup Guide
Connect your VoxSun phone system to Zapier and send call events and outcomes to your CRM, scheduling, reporting, email, and collaboration applications.
Estimated setup time
15 minutes
Required access
VoxSun portal administrator
Zapier account
Required
Technical knowledge
No development experience required
Before you start
Prepare a Zapier account, VoxSun portal administrator access, and permission to the destination application. Use only approved test data while validating the workflow.
VoxSun for Zapier is coming soon
Public setup will be available when the VoxSun application launches on Zapier.
Choose the VoxSun trigger
- 1
Create a new workflow in Zapier.
- 2
Search for VoxSun in the application selector.
- 3
Choose New Call Completed or Missed Call for the outcome you need.
Connect your VoxSun account
- 1
Start the account connection from the VoxSun step.
- 2
Authenticate in the secure VoxSun sign-in window.
- 3
Select the approved VoxSun location, then confirm the connection.
Choose which calls to send
- 1
Set Language for the calls to send.
- 2
Choose the required Call Direction.
- 3
Add a User UUID only when the workflow must be limited to one user.
- 4
Set Import Past Calls for the approved test scenario.
Test the trigger
- 1
Select Test trigger.
- 2
Confirm the test record contains only approved data.
- 3
Select Continue with selected record.
Send the call to another application
- 1
Add the destination application as the next step.
- 2
Choose an action available for that application and your Zapier plan.
- 3
Map each approved call value to the correct destination field.
- 4
Select Test step and confirm the result in the destination application.
| Source | Destination | Validation |
|---|---|---|
| Value from test record | Selected destination field | Validate format |
| Approved call outcome | Status or outcome | Confirm allowed values |
| Approved link, when available | URL or attachment field | Confirm access |
Publish the Zap
- 1
Review the trigger, filters, action, and mapped fields.
- 2
Run one final test with approved data.
- 3
Select Publish.
Zoho CRM example
This example sends a completed call to a Zoho CRM call record. Available fields depend on the Zoho configuration, account permissions, and selected test record.
| Source | Destination | Validation |
|---|---|---|
| Selected test record: caller | Zoho CRM: related contact | Confirm with a test contact |
| Selected test record: call time | Zoho CRM: call time | Confirm time zone |
| Selected test record: outcome | Zoho CRM: call result | Confirm allowed values |
Optional user lookup
If the destination application requires a specific owner, add the user lookup before the final action. Map the returned identifier only after a successful test.
Find Tenant User
Troubleshooting
- VoxSun does not appear
- Do not use a review link. The public application is not yet available.
- No test call appears
- Check the location, trigger, filters, and Import Past Calls setting.
- A field is missing
- Run Test trigger again with an approved record containing the required value.
- The action is rejected
- Check destination-app permissions and plan requirements.
Frequently asked questions
- Do I need a paid Zapier account?
- Simple workflows may work with Zapier’s free plan. Premium applications and multi-step workflows may require a paid plan.
- Can I use a review URL?
- No. Wait for the final approved public VoxSun application URL.
- What must be hidden in screenshots?
- Blur every phone number, name, email address, recording link, account identifier, and item of customer information.
Contact VoxSun Support
Contact VoxSun Support if you need help connecting your location or configuring a workflow. Never include passwords, keys, or customer data in a support request.