Talkify connects to the tools you already run. Trigger AI calls from a workflow, recognise callers, book appointments and capture answers, then push it all back into your CRM, calendar or spreadsheet.
What each integration does, and where to learn more. Setup lives in your dashboard under Integrations.
Leads
Enquiries & your website form
Every enquiry in one list, wherever it came from: calls your agent took, website chats, Facebook lead forms and your own website contact form. We generate an address for your form to post to, so there is nothing to install and nothing for your web developer to map.
Recognise customers from your Xero contacts, answer what they owe on the phone, and have your agent ring the invoices that have gone overdue. Every call noted on the invoice.
Take workshop bookings on the phone. The agent offers your real services and open days, gets the rego and the symptom in the customer's own words, and lodges the booking request straight into your MechanicDesk diary.
Answer the call, work out whether it is an emergency or a quote, get the site address, and write the enquiry into Fergus. It can raise the quote request and book the visit into your diary too, if you switch those on. The first ten Fergus users get the setup free.
Answer the call, recognise the contact ringing from a commercial account, and write the lead into Simpro with the customer and site created and linked. Switch them on and it will raise quote requests for you to price and schedule visits against a technician who is genuinely free.
Your agent knows who is ringing from your iTrade customers, greets them by name, lodges the job with what they told you in the notes, and asks iTrade for a visit while they are still on the phone.
Every enquiry your agent takes lands in your Tradify Enquiries inbox: the caller's name, their number and what they need, waiting for you to turn into a job. Nothing to re-key at the end of the day.
Every new lead lands on a Trello list as a card, titled with the caller and carrying the call summary and transcript. Repeat callers update their existing card instead of duplicating.
Every booking and order your agent takes on the phone lands on a screen by your till, while the caller is still talking. Staff tap it when it is done and the customer gets a message to say so.
An emergency after hours goes to whoever is actually on call tonight. Talkify notifies them, texts them, then rings them and reads the job out, and moves down your list if nobody answers. Every attempt is on the record.
Your agent checks real availability and books appointments straight into the system you already use.
Using Zapier you can reach thousands more apps beyond this list. Not sure if we connect to yours? Ask the team.
For NZ trades
On the tools and running Fergus?
Your agent answers the call, works out whether it is an emergency or a quote, gets the site address, and writes
the enquiry into Fergus so there is nothing to re-key at the end of the day. Switch them on and it will raise
quote requests for you to price and book visits into your diary around what is already on it. The first ten
Fergus users get the setup free and two months of Talkify on us.
Your agent answers the call, recognises the contact ringing from a commercial account rather than treating
their mobile as a stranger, and writes the lead into Simpro with the customer and the site created and linked
the way Simpro insists on. Switch them on and it will raise quote requests for your estimator and schedule
visits against a technician who is genuinely free. Early access is open now.
Every integration above runs on the same public REST API. Mint a per-organisation API token in your dashboard under Developer → API keys, then start calls, send texts, take in leads and subscribe to result webhooks. It is one API and one token: the permissions you tick decide which parts it reaches.
Start calls — place a single call or a batch, each with your own questions.
Get results — receive the transcript summary and every answer on your webhook the moment a call ends.
Manage agents — read and update your agents from your own systems.