Marketing Category

VAPI - Actions & Triggers in workflows

Connect workflows with VAPI (Voice AI Platform Integration) to automate AI-powered voice assistants, calls, chats, and file handling — without third-party tools. This guide explains what the integration is, key benefits, setup steps, available triggers & actions, real-world use cases, and best practices.

What is VAPI in Workflows?

VAPI allows workflows to initiate and manage AI-powered voice and chat interactions.

There are two directions of automation:

VAPI → Workflows (Triggers)

Start a workflow when an event occurs in VAPI (e.g., a new call is created).

Workflows → VAPI (Actions)

Trigger AI calls, chats, or file uploads inside VAPI when CRM events occur (e.g., a new lead submits a form).

This enables agencies and businesses to automate lead qualification, appointment reminders, onboarding assistance, and outbound campaigns using AI voice automation.

Key Benefits

Instant AI Lead Qualification – Automatically call leads after form submission.

CRM AI Sync – Update opportunities based on AI outcomes.

Automated Appointment Confirmation – Reduce no-shows with reminder calls.

Knowledge-Powered Assistants – Upload documents to enhance AI responses.

Reduced Manual Work – Eliminate external webhook or Zapier setups.

Prerequisites & Permissions

Before using VAPI in workflows:

Access to Automation → Workflows

A connected and active VAPI account

Premium Workflow features enabled

Connecting Your VAPI Account

Connect from Workflow Builder

Go to Automation → Workflows

Add any VAPI trigger or action

Click Connect Now

Authorize your VAPI account

Connect from Integrations Page

Go to Settings → Integrations

Select VAPI

Click Connect

Complete authentication

Once connected, VAPI steps will load automatically in the workflow builder.

How to Find Your VAPI API Key

Go to dashboard.vapi.ai and log in to your account.

Open the Account menu.

Click on “API Keys.”

Generate a new key (if needed) and copy your Private API Key.

Available Triggers (VAPI → Workflows)

TriggerDescription
New AssistantFires when a new AI assistant is created in VAPI
New CallFires when a new call is initiated in VAPI
New FileFires when a knowledge file is uploaded to VAPI

Use filters to limit workflow enrollments if needed. These triggers work on polling every 5 minutes.

Available Actions (Workflows → VAPI)

ActionDescription
Create a CallInitiate an AI-powered voice call
Create ChatStart a new AI chat session
Upload FileUpload a knowledge file to power AI assistants
Delete Call DataRemove stored call data
Delete Chat DataRemove chat session data
Delete FileRemove a knowledge file
Update Call NameModify call metadata
Find CallRetrieve call details by ID

Upload File – Supported File Types

Only one file can be uploaded per Upload File action step.

If multiple files are required, add multiple Upload File steps in sequence.

Supported File Formats

Markdown (.md)

PDF (.pdf)

Text files (.txt, .log)

CSV / TSV (.csv, .tsv)

HTML / CSS / JS / TS (.html, .css, .js, .ts)

XML (.xml)

JSON (.json)

YAML (.yaml, .yml)

Microsoft Word (.doc, .docx)

These files are typically used as knowledge sources for AI assistants.

Call Concurrency & Rate Limits

Default Concurrency

Every VAPI account includes 10 concurrent call slots by default.

This means:

Only 10 calls can run simultaneously.

Additional calls are automatically queued and retried as slots become available.

For example:

If 25 calls are triggered at the same time:

10 calls start immediately.

15 calls wait in queue until a slot frees up.

Increasing Concurrency

You can increase concurrency via:

VAPI Dashboard → Settings → Billing → Reserved Concurrency

Additional billing may apply depending on your subscription.

API Rate Limits

In addition to concurrency limits, API rate limits may apply depending on your VAPI subscription tier.

Best practices for high-volume campaigns:

Avoid triggering hundreds of calls simult

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