Airtable
Your receptionist can look up a caller in an Airtable table and add a new record, such as a lead or a callback request. Lookups use Airtable’s API. New records go through an Airtable automation, because the API expects fields nested in a way webhook tools can’t send.
Look up records
Create a personal access token
Go to airtable.com/create/tokens and create a token with the data.records:read scope. Under Access, add only the base your receptionist needs.
Replace Phone and Name in the description with your table’s field names, so your receptionist writes formulas that match.
Add records
Create an automation
In your base, open Automations, select Create automation, and choose the When webhook received trigger. Copy the webhook URL. Webhook triggers aren’t on every Airtable plan.
Send a sample and map fields
Test your receptionist with a conversation that triggers the tool. In the automation, select Test trigger to load the request, then add a Create record action and map each body parameter to a field.