Connect Apizeal and GAIL

Both apps 48Apizeal 23GAIL 25

• Trigger
  Contact Created

  Triggers when a new contact (not a lead) is added in Apizeal.

• Trigger
  Lead Created

  Triggers when a new lead is added in Apizeal.

• Trigger
  Policy Created

  Triggers when a new insurance policy is added in Apizeal.

• Trigger
  Policy Status Updated

  Triggers when a policy's status changes in Apizeal.

• Trigger
  Task Created

  Triggers when a new task is added in Apizeal.

• Trigger
  Task Status Updated

  Triggers when a task's status changes in Apizeal.

• Action
  Find Contact

  Finds contacts and leads by name, email, phone or creation date.

• Action
  Find Task

  Finds tasks by status, related contact or policy, or due date range.

• Action
  Get Contact

  Returns one contact (or lead) by its ID, with address, employment and agent.

• Action
  Get Medical Appointment

  Returns one of a contact's medical appointments by its ID.

• Action
  Get Policy

  Returns one insurance policy by its ID, with its carrier, plan, premium and holder.

• Action
  Get Policy Members

  Returns the members (holder, applicants and dependents) of a policy.

• Action
  Get Task

  Returns one task by its ID, with its status, due date and assignees.

• Action
  List Carriers

  Returns the insurance carriers defined in your Apizeal organization, each with its ID and name.

• Action
  List Contact Notes

  Lists the notes on a contact.

• Action
  List Contact Policies

  Lists the policies a contact holds or belongs to.

• Action
  List Contact Reminders

  Lists the reminders on a contact.

• Action
  List Medical Appointments

  Lists a contact's medical appointments.

• Action
  List Policies

  Lists insurance policies, optionally filtered by code, effective date or submitted date.

• Action
  List Policy Notes

  Lists the notes on a policy.

• Action
  List Policy Reminders

  Lists the reminders on a policy.

• Action
  List Policy Statuses

  Returns the policy statuses defined in your Apizeal organization, each with its ID and name.

• Action
  List Product Types

  Returns the product types defined in your Apizeal organization, each with its ID and name.

• Trigger
  New Call in List

  Triggers when a new processed call appears in your organization's call list.

• Action
  Add campaign

  Creates a new campaign in Gail, optionally with its sequences, contact lists, redialing rules and contact attempt limits.

• Action
  Add contact list

  Creates a new contact list in GAIL with a name and description.

• Action
  Add contacts to contact list

  Adds one or more existing contacts to a contact list.

• Action
  Add contact to campaign

  Adds an existing contact to a campaign so it is queued for outreach by the campaign's sequences.

• Action
  Add do not call entry

  Adds a phone number to your Gail Do Not Call list so it is no longer contacted. If the number is already listed, returns the existing entry.

• Action
  Agency Details

  Returns the details of the GAIL organization (agency) tied to the connected account, including its name, phone numbers, schedule, address, owner and FAQs.

• Action
  Create Contact

  Creates a new contact in GAIL with name, emails, phone numbers, business name and extra details.

• Action
  Delete do not call entry

  Removes a phone number from the Do Not Call list by deleting its entry, so the number can be called and messaged again.

• Action
  Find Contact by Phone

  Returns the contacts that match the specified phone number.

• Action
  Find conversations

  Searches conversations (chat, SMS, GPT and WhatsApp) by text, optionally filtered by type or user.

• Action
  Get call

  Returns a processed call by its ID, including the phone numbers, duration, status, and linked contact and campaign. An error occurs if the call is not found.

• Action
  Get call transcript

  Returns the full transcript of a call: what the caller and the AI agent said, with timings, plus any tool calls made during the call.

• Action
  Get campaign

  Returns a single campaign, including its sequences, contact lists, redialing rules and contact thresholds.

• Action
  Get contact

  Returns one GAIL contact by its ID, including names, emails, phone numbers, contact lists and custom variable data. An error occurs if the contact is not found.

• Action
  Get conversation

  Returns a single conversation (chat, SMS, GailGPT or WhatsApp) by its ID, including its status, outcome and extracted data.

• Action
  List calls

  Returns the identifiers of all processed calls in your organization, newest first.

• Action
  List campaigns

  Returns all campaigns in the GAIL organization, including their status, sequences and contact lists.

• Action
  List contact lists

  Returns all contact lists in your Gail account, optionally with the number of contacts in each.

• Action
  List contacts

  Returns the contacts in your Gail account, optionally narrowed to those matching a name, phone number or email.

• Action
  Make Outbound Call

  Starts a single outbound AI phone call to a phone number using a saved script or an inline script.

• Action
  Send SMS

  Sends an SMS text message to a phone number from your GAIL account.

• Action
  Start campaign

  Starts a campaign so it begins outreach to its contacts. Returns the campaign with its updated status.

• Action
  Stop campaign

  Stops a running campaign so its pending calls and messages are no longer processed; calls already in progress finish. Returns the updated campaign.

• Action
  Update contact

  Updates an existing contact's name, emails, phone numbers, business name, external id and custom variable fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.