Actions
Things your Zaps can do inside Goliath.
Actions are how a Zap pushes data into Goliath. The current integration focuses entirely on contacts: you can create them from structured fields, create them from raw text using AI, update existing contacts, and look them up.
Every contact created via a Zapier action is automatically labeled with Source: Zapier, so you can filter for them in the Goliath contact list and see a running count under Automations → Integrations.
Create Contact
Create a new contact from structured fields like name, phone, email, and address.
Fields
The contact’s full name.
Phone number in any format. Include the country code for international numbers.
Email address.
A property address. Goliath will resolve it to a structured property and link it to the contact.
An internal note attached to the contact.
Tag names to apply to the contact. New tags are created automatically if they don’t exist yet in your workspace.
Full names of Goliath users to add as contributors on the contact.
Example
A typical mapping from a web-form Zap might look like this:
| Zap step field | Mapped from |
|---|---|
full_name |
Form: Name |
phone_number |
Form: Phone |
contact_email |
Form: Email |
contact_address |
Form: Property Address |
tags |
Inbound Lead, Web Form |
note |
Form: Message |
Create Contact from Text (AI)
Create a contact from a blob of unstructured text — call notes, a forwarded email, a transcribed voicemail, a form submission. Goliath’s extraction model parses the text and pulls out the contact’s name, phone, email, address, and any other relevant context.
You can also pass any of the structured fields from Create Contact alongside the text. Structured fields take precedence over what the AI extracts, so use them when you already know the answer.
Fields
Raw text describing the contact. Map this from the message body, voicemail transcript, or call notes in your trigger app.
Override the AI-extracted name.
Override the AI-extracted phone.
Override the AI-extracted email.
Override the AI-extracted address.
Tag names to apply to the resulting contact.
An additional internal note, on top of the unstructured text.
Full names of users to assign as contributors.
Example
A voicemail transcription Zap might pass something like:
“Just got off the phone with Paul Davis. He’s at 123 Main Street in Austin and wants to sell. His cell is 555-555-0123 and you can also reach him at paul@example.com. He mentioned he’s looking at a 60-day close.”
Goliath will create a contact named Paul Davis with the phone, email, and property address all extracted automatically.
Update Contact
Add new information to an existing contact without overwriting what’s already there. You’ll need the contact’s Goliath ID, which you can get from the Find Contact action or from the Contact Tag Added trigger.
Updates are additive:
- New phone numbers and emails are appended; existing ones are kept.
- New tags are added; existing ones are kept.
- The note is replaced if you provide one.
- Contributors are added; existing contributors are not removed.
Fields
The Goliath contact ID. Map this from a previous Find Contact step or from the Contact Tag Added trigger.
All fields from Create Contact are also accepted and optional.
Example
A common pattern is a follow-up Zap that watches your dialer for completed
calls, finds the matching contact in Goliath, and adds a note plus a
Followed Up tag:
| Zap step field | Mapped from |
|---|---|
contact_id |
Find Contact step → id |
tags |
Followed Up |
note |
Dialer: Call Notes |
Find Contact
Look up an existing contact by name, phone, or email. Returns a list of matches — usually 0 or 1, but more if duplicates exist in your workspace.
By default, the search requires all the fields you provide to match. Turn on Match any to fall back to a looser search if the strict match returns nothing.
Fields
Full name to search for.
Phone number in any format.
Email address.
When on, if no contact matches all the fields you provided, Goliath retries with a looser search and returns matches on any of them, in priority order: name, then phone, then email.
What you get back
Each result includes the contact’s ID, name, all phone numbers, all emails, all linked property addresses, contributors, and tags — so you can map any of those into the next step of your Zap.
Common patterns
- Idempotent enrichment. In a Zap that processes inbound leads, run Find Contact first. If it returns nothing, run Create Contact. Otherwise run Update Contact with the returned ID.
- Routing. Use Find Contact to resolve a phone number from an inbound SMS to the right Goliath contact, then push the message into a Slack thread tagged with the contact’s name.