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How to connect your own API to an automation

Updated October 1, 2026 1 min read

A new operation is one request to an external system, which the agent sends as a call starts or after it.

  1. On the agent page click "Configure", choose "Automations" and click "New automation"

  2. Choose when, then "Connect another system"

  3. Describe in words what should happen, or paste a curl command or a page from the docs, and click "Draft it"

    The New operation panel: a field to describe the operation or paste a curl command, and the Configure manually link
  4. Or click "Configure manually" and fill in the details

    The system name, the authentication type, what the operation does, and the request: method and address. "Add value" adds a value sent with the request.

    Manual setup: System, System name, Authentication, What it does, and the request line with method and address
  5. Click "Send" to send the request once

    The request really goes to your system.

  6. When the response is right, click "Save"

How does it authenticate with my system?

Under "Authentication" choose "None", "API key", "Bearer token" or "In body".

See also: how to connect a CRM or another system and how to update your CRM after a call.

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