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Mavio integrates with Zapier so you can build custom automations that connect your meeting data to any of Zapier’s 6,000+ supported apps. This guide walks you through setting up your first Zap and shares popular automation recipes.

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Prerequisites

  • A Mavio account on the Pro or Team plan
  • A Zapier account (free or paid)

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Connect Mavio to Zapier

1

Find Mavio on Zapier

Log in to zapier.com and click Create Zap. In the trigger app search, type Mavio and select it from the results.
2

Authenticate your Mavio account

Click Sign in to Mavio and enter your Mavio API key. You can find your API key in the Mavio dashboard under Settings > API > API keys. Paste it into Zapier and click Continue.
Create a dedicated API key for Zapier so you can revoke it independently if needed. Label it “Zapier integration” for easy identification.
3

Choose a trigger event

Mavio provides the following trigger events in Zapier:Select the trigger that fits your workflow and click Continue.
4

Add an action

Choose the destination app for your automation. For example:
  • Google Sheets — log every meeting with date, title, attendees, and summary
  • Trello — create a card for each action item
  • Asana — turn action items into tasks with assignees
  • Gmail — send a follow-up email with the meeting summary
  • HubSpot — log meeting notes against a contact or deal
Map the Mavio data fields to the destination app’s fields using Zapier’s field mapper.
5

Test and enable

Click Test step to run a test with data from your most recent meeting. Verify the output looks correct in the destination app, then click Publish to activate the Zap.
Here are automations Mavio users commonly build:

Meeting log spreadsheet

Trigger: Meeting completed Action: Add row to Google Sheets with title, date, attendees, summary, and action item count

Action items to project manager

Trigger: Action item created Action: Create task in Asana, Trello, Linear, or Jira with assignee and due date

Follow-up email drafts

Trigger: Meeting completed Action: Create Gmail draft with the meeting summary formatted as a follow-up email

CRM activity logging

Trigger: Meeting completed Action: Log a meeting activity in HubSpot or Salesforce with summary and next steps

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Multi-step Zaps

For more complex workflows, chain multiple actions in a single Zap:
  1. Trigger: Meeting completed
  2. Filter: Only continue if meeting title contains “Client” or has external attendees
  3. Action 1: Create a Notion page with the full meeting notes
  4. Action 2: Post a summary to a Slack channel
  5. Action 3: Log the activity in your CRM
  6. Action 4: Create follow-up tasks in your project manager
Multi-step Zaps require a Zapier paid plan. The Mavio integration itself works on all Zapier tiers.

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Using webhooks directly

If you need more control than Zapier provides, Mavio also supports native webhooks. Configure webhook endpoints in Settings > API > Webhooks to receive real-time events that you can process with your own code. See the webhooks documentation for details.