Details:
Today, Dex’s Zapier integration only supports creating generic notes, updating contacts, or creating generic reminders. This limits automation workflows where meeting notes should be attached to a specific calendar event and its associated contacts.
Tools like Avoma already provide rich meeting metadata to Zapier (e.g. contact name, email, Zoom/Google Meet ID, meeting ID), which should make it possible to correctly match notes to the exact meeting that just occurred.
Current limitation:
Zapier can only create a generic note in Dex
Notes cannot be associated with:
A specific calendar event
The meeting ID
The correct contact-meeting relationship
Users must manually attach notes to meetings after the fact
Ideal state:
Add a Zapier action such as “Create Meeting Note” or “Attach Note to Meeting”
Allow the action to accept identifiers like:
Meeting ID (Google Meet / Zoom)
Calendar event ID
Contact email(s)
Automatically attach the note to:
The correct meeting
The relevant contact timeline
Value:
Enables fully automated meeting-note workflows (e.g. Avoma → Dex)
Eliminates manual cleanup after meetings
Preserves accurate context by tying notes to the exact interaction
Makes Dex significantly more powerful as a CRM system of record
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Open
Feature Request
23 days ago

CJ
Get notified by email when there are changes.
Open
Feature Request
23 days ago

CJ
Get notified by email when there are changes.