Zapier and Make

Use a standard HTTP POST action to call the EchoStack Evaluation API from Zapier, Make, or any automation platform.

Outcome

Every new form submission, CRM record, or webhook payload is evaluated before your team acts — routed by status and next_action.

Prerequisites

• Eval API quickstart completed
• Live deployment and ech_dw_… secret

Architecture

Trigger (new form / webhook / CRM row)
    → HTTP POST /v1/evaluate
    → Filter or paths on JSON.status
        → QUALIFIED → Slack / CRM update
        → PARTIAL → email sequence
        → FAILED → close loop

Request

Body (transcript)

{
  "input_type": "transcript",
  "input": [
    {
      "role": "user",
      "content": "We're a 50-person SaaS team. Budget approved for Q2."
    }
  ],
  "options": { "request_next_action": true }
}

Body (form fields as transcript)

Map flat form fields into a single user message:

{
  "input_type": "transcript",
  "input": [
    {
      "role": "user",
      "content": "Form submission:\n- company: Acme Inc\n- role: VP Sales\n- budget: $50k\n- timeline: Q2"
    }
  ],
  "options": { "request_next_action": true }
}

Or use input_type: "form" when your playbook expects structured form input — see the API reference.

Zapier setup

1. Trigger: e.g. New Form Response, Webhook Catch Hook, New CRM Contact.
2. Action: Webhooks by Zapier → POST.
3. Paste URL, headers, and JSON body above; map dynamic fields from the trigger step.
4. Filter / Paths: use status from the response (Zapier parses JSON automatically).
   • Path A: status equals QUALIFIED
   • Path B: status equals PARTIAL
   • Path C: status equals FAILED or ESCALATE

Make setup

1. HTTP → Make a request module.
2. Configure method, URL, headers, and body as above.
3. Add a Router on status from the HTTP module output.

Branching reference

Use next_action for finer steps (BOOK_MEETING, GATHER_INFO, NURTURE, etc.).

Verify

Run the scenario once, then check Recent evaluations on your deployment page in the dashboard.

Troubleshooting

Related

• n8n integration (official community node)
• Eval API quickstart