> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mavioapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier Integration

> Connect Mavio to 6,000+ apps with Zapier triggers, actions, and automated workflows.

The Mavio Zapier integration lets you connect your meeting data to thousands of other apps without writing code. Set up automated workflows (Zaps) that trigger when events happen in Mavio, or push data into Mavio from other tools.

## Getting started

<Steps>
  <Step title="Open Zapier">
    Go to [zapier.com](https://zapier.com) and search for **Mavio** in the app directory.
  </Step>

  <Step title="Authenticate">
    Click **Connect** and sign in with your Mavio account. Authorize Zapier to access your meeting data.
  </Step>

  <Step title="Create a Zap">
    Choose a trigger event, configure filters, and choose actions in your destination app.
  </Step>
</Steps>

## Available triggers

Triggers fire when something happens in Mavio, starting your Zap automatically.

| Trigger                   | Fires when                       | Data provided                                              |
| ------------------------- | -------------------------------- | ---------------------------------------------------------- |
| **Meeting Completed**     | A recording finishes processing  | Meeting title, date, duration, participants, recording URL |
| **Transcript Ready**      | Transcription is complete        | Meeting ID, full transcript text, language, word count     |
| **Summary Ready**         | AI summary is generated          | Meeting ID, summary text, key topics, decisions            |
| **New Action Item**       | An action item is created        | Action item text, assignee, due date, meeting reference    |
| **Action Item Completed** | An action item is marked done    | Action item text, assignee, completion date                |
| **Meeting Shared**        | A meeting is shared with someone | Meeting ID, shared with, permission level                  |
| **New Channel Meeting**   | A meeting is added to a channel  | Channel name, meeting ID, meeting title                    |

## Available actions

Actions let other apps push data into Mavio.

| Action                     | What it does                          | Required fields                     |
| -------------------------- | ------------------------------------- | ----------------------------------- |
| **Create Note**            | Adds a note to a meeting              | Meeting ID, note content            |
| **Create Action Item**     | Creates an action item on a meeting   | Meeting ID, action text, assignee   |
| **Update Action Item**     | Changes status, assignee, or due date | Action item ID, new status or text  |
| **Add Meeting to Channel** | Associates a meeting with a channel   | Meeting ID, channel ID              |
| **Share Meeting**          | Shares a meeting with a user          | Meeting ID, email, permission level |

## Popular Zap templates

<AccordionGroup>
  <Accordion title="Post meeting summaries to Slack">
    **Trigger:** Summary Ready (Mavio)
    **Action:** Send Channel Message (Slack)

    Automatically share AI-generated summaries in a Slack channel after every meeting. Include the summary text, key decisions, and a link back to the full meeting in Mavio.
  </Accordion>

  <Accordion title="Create Jira tickets from action items">
    **Trigger:** New Action Item (Mavio)
    **Action:** Create Issue (Jira)

    Turn meeting action items into Jira tickets automatically. Map the action item text to the issue summary, assignee to the Jira user, and due date to the issue due date.
  </Accordion>

  <Accordion title="Save transcripts to Google Drive">
    **Trigger:** Transcript Ready (Mavio)
    **Action:** Create File (Google Drive)

    Save a copy of every meeting transcript as a document in a designated Google Drive folder. Organize by month or project using Zapier's folder path formatting.
  </Accordion>

  <Accordion title="Log meetings to a Google Sheet">
    **Trigger:** Meeting Completed (Mavio)
    **Action:** Create Spreadsheet Row (Google Sheets)

    Build a meeting log spreadsheet with columns for date, title, duration, participant count, and recording link. Useful for tracking meeting frequency and time spent.
  </Accordion>

  <Accordion title="Send action items to Asana">
    **Trigger:** New Action Item (Mavio)
    **Action:** Create Task (Asana)

    Automatically create Asana tasks from meeting action items. Set the task name, assignee, due date, and add a note linking back to the meeting context.
  </Accordion>

  <Accordion title="Add CRM notes from sales calls">
    **Trigger:** Summary Ready (Mavio)
    **Filter:** Meeting title contains "Sales" or "Discovery"
    **Action:** Create Note (Salesforce/HubSpot)

    Attach meeting summaries to CRM contact records automatically. Use Zapier's filter step to only process sales-related meetings.
  </Accordion>

  <Accordion title="Email meeting summary to attendees">
    **Trigger:** Summary Ready (Mavio)
    **Action:** Send Email (Gmail)

    Automatically email the AI summary to all meeting participants after the meeting. Include the summary, action items, and a link to the full recording.
  </Accordion>
</AccordionGroup>

## Building custom Zaps

The Mavio Zapier integration provides the full meeting object in each trigger, including meeting ID, title, date, duration, platform, participant list, summary text, action items array, and transcript link.

### Using filters

Add a Zapier Filter step between your trigger and action to only process specific meetings:

* **Title contains** — filter by meeting name keywords
* **Participant count** — only trigger for meetings with a minimum number of people
* **Duration** — skip very short meetings (e.g., under 5 minutes)

### Multi-step Zaps

Chain multiple actions from a single Mavio trigger:

1. **Meeting Completed** triggers the Zap
2. **Wait for Summary Ready** using Zapier's delay
3. **Send summary to Slack**
4. **Create action items in Jira**
5. **Log to Google Sheet**

### Using Zapier Paths

Use Paths to route different meeting types to different destinations:

* **Path A:** If title contains "Standup" then post to #engineering Slack channel
* **Path B:** If title contains "Client" then create CRM note in Salesforce
* **Path C:** Default then save to Google Drive

<Tip>
  Test your Zap with the **Test** button before turning it on. Zapier sends a sample event from Mavio so you can verify the data flows correctly through each step.
</Tip>

## Rate limits and quotas

Zapier triggers poll Mavio every 1-15 minutes depending on your Zapier plan. For near-real-time delivery, combine Zapier with Mavio [webhooks](/documentation/developer/webhooks-setup) using Zapier's Webhooks by Zapier trigger.

<Note>
  Zapier integration requires a Mavio **Pro** plan or higher. The Mavio Zapier integration uses your Mavio API rate limits. If you have many active Zaps, monitor your API usage in **Settings > Developer > API Keys > Usage**.
</Note>