Zapier + Needle
One Needle RAG node in Zapier unifies all your data sources and returns high‑quality, cited answers. Build context‑aware workflows and AI agents in minutes.
Why this integration
Connect Zapier to Needle to add retrieval‑augmented context to any workflow. One node queries all your private sources and returns cited results you can pass to LLMs or downstream actions. Build agents and automations that act with real knowledge.
Prerequisites
- Needle account and API key (Settings → API key)
- Zapier account
- At least one Needle collection populated with docs
Example Zap
- Trigger → New record, webhook, schedule, or form submit
- Action → Needle Search with your query and context
- (Optional) Action → OpenAI summarize using Needle results
- Action → Post/update record/call API/send message
Why teams choose Needle + Zapier
- One RAG node across all your data sources
- High‑quality, cited answers available to any workflow
- Build context‑aware workflows and AI agents
- Works with tools you already use via Zapier
Add a trigger
Form submit, ticket created, schedule, webhook—start the workflow any way you like.
Search with Needle
Pass the query and context to Needle; get top results back with citations.
Continue your flow
Send answers to the next action: post, update a record, call an API, or ask an LLM.
How it works
- Add a Zap trigger (form, ticket, CRM update, webhook, schedule).
- Add the Needle Search action. Provide your API key and the query/context.
- Optionally call an LLM to compose an answer using Needle’s cited results.
- Send the output to the next step (message, record update, API call, report).
Onboarding assistant
Answer common new‑hire questions using your private docs.
Support drafting
Draft helpful replies grounded in knowledge with citations.
Internal search
Trigger searches from forms, tickets, or chatbots—no code required.
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