Welcome to Staffify Docs
Connect your AI agents to CRMs and external systems with one click or a custom API.
One-click connect for HubSpot, Salesforce, Zoho, Pipedrive, Monday.com, Zendesk, Stripe, and Freshdesk. Or connect any REST API manually. 358 pre-built action templates across Pipedrive (61), Zoho CRM (60), Salesforce (56), HubSpot (42), Stripe (37), Monday.com (36), Freshdesk (33), and Zendesk (33). Your AI can look up customer data, create tickets, update records, and take actions during live phone calls and widget conversations.
Webhooks Guide
Push real-time event notifications to your server. Get notified instantly when tickets are created, appointments booked, calls end, and more.
Widget Embed Guide
Embed text, voice, or combined AI widgets on any website. Learn about embed modes, appearance options, domain whitelisting, and security.
What You'll Learn
One-Click Connect
Connect HubSpot, Salesforce, Zoho, Pipedrive, Monday.com, or Zendesk with a single click via OAuth. Tokens refresh automatically.
Platform Guides
Step-by-step setup instructions for supported platforms, plus custom API guides for Stripe, Freshdesk, and any REST API.
Security & Verification
Learn how to protect sensitive data with identity verification before sharing account information.
Real-Time Actions
Create tickets, update records, book appointments, and process requests during live phone calls and widget conversations.
Webhooks
Receive real-time HTTP notifications when events happen, including tickets created, appointments booked, calls completed, and more.
Platform Guides
Quick setup instructions for popular platforms
How Integrations Work
Build with Staffify
Build your own voice AI products on top of the Staffify platform. Managed mode handles everything end-to-end. Programmatic mode gives you full control via WebSocket relay.
Need Help?
Can't find what you're looking for? Our team is here to help you set up your integrations.