Zapier

Zapier connects Bookbag to thousands of apps without writing code. The cleanest way to wire Bookbag into Zapier today is with a webhook: Bookbag fires an event, Zapier catches it, and you route the data anywhere — a CRM, a spreadsheet, email, Slack, and beyond.

Common automations

• New lead → CRM. When the agent captures a lead, create a contact or deal in your CRM.
• Conversation ended → spreadsheet. Log every resolved conversation for reporting.
• Action run → notification. Post to Slack or send an email when a specific action fires.

Connect via webhook

1. 1
   Create a Zap with a Webhooks trigger

   In Zapier, start a Zap and choose "Webhooks by Zapier" → "Catch Hook". Copy the custom webhook URL Zapier gives you.
2. 2
   Add the webhook in Bookbag

   In your workspace, add an outbound webhook pointing at the Zapier catch-hook URL and select the events you care about (e.g. lead.created).
3. 3
   Test it

   Trigger the event in Bookbag (capture a test lead) so Zapier receives a sample payload to map fields from.
4. 4
   Build the action

   Add the action step in Zapier — create the CRM record, append the sheet row, send the message — mapping fields from the Bookbag payload.

Reading the payload

Bookbag posts a JSON body with the event name and a data object. Map fields in Zapier from the data object. See Webhooks for the full event list and payload shape.

{
  "event": "lead.created",
  "data": {
    "name": "Jordan Lee",
    "email": "jordan@example.com",
    "conversation_id": "conv_123"
  },
  "ts": 1733155200000
}

What's next