Expedify integration

Expedify is a CRM and outreach platform with built-in AI agents - a Calling Agent, a Customer Support Agent, and a Lead Qualifier Agent among them. The Vobiz Voice integration is available directly from Expedify's integrations marketplace, and connects your Vobiz account so Expedify can place and receive calls on a number you already own.

ℹ️ Note: This integration is configured entirely in the Expedify dashboard and the Vobiz Console. There is no code to write and nothing to host.

What you get

• Outbound calls - placed manually by a rep, or driven by an Expedify AI calling agent, from a Vobiz Caller ID you nominate.
• Inbound calls - calls to your Vobiz number routed into Expedify through a Vobiz application.
• Recording and transcription - Vobiz records the call; Expedify transcribes it with its own transcriber when you enable that option.

Prerequisites

Step 1: A Vobiz account with API credentials

You need your Auth ID and Auth Token. Both are on the Console Dashboard, under API credentials.

Step 2: A Vobiz phone number

At least one DID to use as a Caller ID. See Buy a phone number if you do not have one yet.

Step 3: An Expedify account

Access to the Expedify organization where you want Vobiz connected. Integrations are scoped per organization - if your account has several, confirm you are in the right one before you start.

Step 1: Open Expedify's integration settings

In Expedify, go to Settings → Integrations.

Step 2: Add the Vobiz Voice integration

Open the Add Integrations tab, find Vobiz Voice under the Voice category, and click Configure.

ℹ️ Note: The configuration panel has two tabs, Configuration and Connection Guide. Everything in this guide happens on the Configuration tab.

Step 3: Get your Vobiz Auth ID and Auth Token

Log in to the Vobiz Console. Your Auth ID and Auth Token are on the Dashboard, in the API credentials card. Use the copy icon next to each - the Auth Token is masked until you reveal it.

⚠️ Warning: Treat your Auth Token like a password. Anyone who has it can place calls and spend your Vobiz balance. Paste it straight into Expedify and nowhere else. If it leaks, regenerate it from the Console immediately - the old token stops working as soon as you do.

Step 4: Enter your credentials

Back in Expedify, name the integration - Vobiz Expedify, for example - then paste your Auth ID and Auth Token.

Set Default "From" Number Source and Default "To" Number Source. These decide which field Expedify reads when it places a call. The example below uses User's Phone Number and Contact's Phone Number.

Step 5: Add a Caller ID

Scroll down to Caller IDs. You need at least one Vobiz number here before Expedify can place an outbound call.

Click + Add Caller ID, enter the number in E.164 format, and give it a label such as Sales. You can add several and mark one as the default.

Then set the call handling options:

• Enable Call Recording - on by default. Vobiz records the call.
• Enable Automatic Transcription - off by default. Expedify converts the recording to text using its own transcriber.

ℹ️ Note: Need a number first? In the Vobiz Console go to Numbers → My number and click Buy New Number.

Step 6: Create the integration

Click Create Integration. It appears under Active integrations, marked Active - and Default, if it is your only voice integration.

✅ Success: Outbound is ready. Expedify can now place calls - manually or through an AI calling agent - using your Vobiz Caller ID.

Verify with a test call

Open the integration from the Active tab and click Test Call.

Enter a From Number and a To Number in E.164 format, optionally edit the Test Message, and click Test Call.

⚠️ Warning: A test call is a real call. Both numbers ring, and both legs are billed to your Vobiz balance. Use numbers you own or have permission to call.

✅ Success: Both numbers ring. Answer either leg to confirm audio, and the integration is verified end to end.

Receive inbound calls

This part is optional. Set it up when you want calls made to your Vobiz number to land in Expedify.

Step 1: Copy Expedify's webhook URLs

Open the integration and click Webhook URL. Copy the inbound call URL and the status callback URL.

Step 2: Create a Vobiz application

In the Vobiz Console go to Voice → Application → Create New Application.

Step 3: Point it at Expedify

Name it - Expedify, for example - set the type to Inbound calls, and paste Expedify's inbound call URL and status callback URL into the matching fields. The URLs must match exactly.

Step 4: Attach your number

Click Create Application, then attach your Vobiz number to it.

See Applications for the full field reference.

✅ Success: Inbound is ready. Calls to your Vobiz number now route into Expedify.

Configuration reference

Troubleshooting

The integration will not save, or fields show as invalid Auth ID and Auth Token are both required, and both must be copied exactly from the Console Dashboard. A trailing space or a partial copy is the most common cause - re-copy each with the copy icon rather than selecting the text by hand.

The test call fails, or one leg never rings Confirm both numbers are in E.164 format with the country code, for example +919876543210. Then check your Vobiz balance covers two call legs - a test call dials both numbers.

Outbound calls go out from the wrong number Check Default "From" Number Source, then check your Caller IDs. If you have added more than one, confirm the number you expect is the one marked default.

Inbound calls never reach Expedify Confirm the Vobiz application's inbound call URL and status callback URL match exactly what Expedify's Webhook URL button shows, that the application type is Inbound calls, and that your number is attached to that application.

Calls connect but there is no recording Enable Call Recording is set per integration, not per Caller ID. Open the integration, confirm the toggle is on, and click Save Changes. Recordings for calls placed before you enabled it are not created retroactively.

Next steps

Need help? Email support@vobiz.ai for anything on the Vobiz side. For Expedify itself, use the headset icon in the Expedify sidebar.