The way I've had success doing it is instead of calling the workflow directly, work on the "assistant-request" event. When the flow starts it will look to see which agent / workflow to use and send a server event. Then when you receive that server event you do all of your lookup stuff and add it back to the agent / workflow
i
Isai Guerrero - RevOps
06/10/2025, 4:19 PM
Thanks @Austin K - so if I am understanding correctly.
1. Call an Assistant
2.This assistant will route the call to the workflow and at the same time retrieve the lead info from the CRM
a
Austin K
06/10/2025, 4:20 PM
Yeah if you don't attach a specific assistant to your number / server, then it will send the assistant request event. You listen for that event, do your crm lookup, then attach the info from your lookup to the agent / workflow that you will return to Vapi
Austin K
06/10/2025, 4:21 PM
At least that's how I understand best to do it. Maybe there's another way that I'm not aware of but it works for me!