API & AI assistants

Ubic API x Ubic,your lists from your business tool.

Your tool prepares a session in Ubic, then retrieves calls and follow-up data. The rep opens the session in Ubic to make the calls.

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Ubic APIUbic APIAPI & AI assistants

Prepare calls and retrieve their outcomesWith the Ubic partner API

Prepare a session

Send contacts and their context from your tool. The API returns a link for the rep to open the session in Ubic.

Retrieve follow-up data

Read sessions, their contacts, calls and qualifications. Transcripts and recording metadata require the corresponding access; the audio file URL is not returned.

Create tasks

With the required permission, your tool can create a task linked to an existing Ubic prospect and set its due date. Tasks can also be read through the API.

Keep control of calls

The API prepares sessions. It does not start, control or end calls on behalf of the signed-in rep.

Connect your tool to Ubic

An administrator prepares the workspace API key. Configure the technical connection in your business tool or automation workflow.

API documentation

  1. Create the key

    In Settings > Integrations > Ubic API, click Create a key and copy it. The full key is shown only once.

  2. Configure your tool

    Store the key in your tool’s secure connection settings and follow the partner API documentation. Select the operations and permissions your use requires.

  3. Check the workflow

    Prepare a session, open its link in Ubic, then check the data retrieved after the calls. Task follow-up also depends on the key’s permissions.

Before connecting your tool through the API

Is this a native Make or Zapier connector?

This page describes the Ubic API. A tool that can call an HTTP API can be used to build the connection, configured according to its own workflow. No native Make or Zapier app is announced here.

Can the API automatically call a prospect?

No. It prepares the session and provides an opening link. The signed-in rep starts their calls in Ubic.

How do I remove access?

On the Ubic API card, Disable stops access. Replace key immediately disables the previous key and shows the new one only once.

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Connect your lists and follow-up to Ubic

Bring your business tool and the workflow you want to connect to prepare the demo.

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