Connect Upfirst to almost any software. If the tool you use offers an API, Upfirst can integrate with it. Give your receptionist the ability to search for information in other systems during a call, so it answers with real, current information. After the call, it can send what it collected straight into those same tools.
How custom integrations work
You choose when an integration runs: when a call starts, during the call, or after it ends. From there it does one of two things.
- Look up information: the receptionist pulls a detail from another system while the caller is still on the line, then uses it in the conversation.
- Send information: the details the receptionist gathers go to your CRM, scheduler, help desk, or field software as soon as the call ends.
A few ways businesses use it
Towing and roadside, distance quotes: the receptionist asks where the vehicle is and where it is going, then calculates the drive between the two with distancematrix.ai to quote the tow before booking it. The same approach works for any home services business that quotes by drive time.
Law firms, client lookup: the receptionist reads the caller's phone number when the call starts and finds their matter in Clio, including the assigned paralegal. It can route the call or take a message for the right person by name.
Property management, maintenance tickets: after an after-hours call, the receptionist takes the unit and the problem and opens a work order in the company's property management software. The on-call tech has it waiting first thing.
Set it up yourself, or let us build it
You can create these in your Upfirst settings without writing code. Pick when the action runs, tell the receptionist what to do in plain language, point it at the API, and test it with sample values before it goes live.
If you would rather skip the API details, our team can set it up for you. Tell us the tool you want to connect and what you want it to do, and we will build and test it with you.
FAQs about custom integrations
What kind of tools can I connect?
Any service with an API Upfirst can reach over HTTP. It can read from that service, write to it, or both. GET, POST, PUT, PATCH, and DELETE requests are all supported.
What authentication does Upfirst support?
For an open API, you can send requests with no auth at all. For anything that needs credentials, Upfirst supports a bearer token or OAuth. With OAuth you connect the account once, then reuse that connection across your actions.
What information can the receptionist send in a request?
Built-in call data is available automatically: the caller's number, the call summary, the transcript, and the call times. You can also define custom fields for details specific to your business, like the service requested or a policy number. Drop any of these into the request URL, headers, or body.
When can an action run, and what data does it have?
Three moments, each with different data. When the call starts, only the caller's phone number is available, which is enough for a lookup by number. During the call, the receptionist can use details it collects in the conversation. After the call, it has everything from the call, including your custom fields. Pick the trigger that gives the API the data it needs.
What happens if the other system is slow or does not respond?
You set a timeout and a fallback message. If a lookup does not come back in time, the receptionist has something natural to say and the call keeps moving.
Can the receptionist use the response during the call?
Yes. You choose which fields from the response it can read and hide the rest, so it stays focused on what matters to the caller.
Do I have to build it myself?
No. You can set it up in your settings, or hand it to our team and we will build and test the integration with you.