Amazon Alexa + IRIS CRM

Amazon Alexa + IRIS CRM integrations

Add notes to IRIS CRM leads when new Amazon Alexa trigger phrases are spoken

Effortlessly create notes for your leads in IRIS CRM whenever you speak a trigger phrase on your Amazon Alexa device. With this workflow, every time you dictate crucial information by using your Alexa device, a new note will be added to the relevant lead in IRIS CRM, ensuring that your lead management stays organized and up-to-date. Say goodbye to manual data entry and streamline your lead tracking process.

When this happens...
Trigger Phrase SpokenTriggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
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automatically do this!
Add Note to LeadAdd note to a lead.
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More things you can do with Amazon Alexa and IRIS CRM

Discover other triggers and actions you can use with Amazon Alexa and IRIS CRM

- Example
- Trigger Phrase(s)
  Required
- Additional Prompt Question
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Instant
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Lead Deleted
Triggers when a lead is deleted.
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- Info
- Current Status
  Required
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Lead Restored
Triggers when a lead is restored.
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Lead Updated
Triggers when a lead is updated.
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- Info
- Ticket Type(s)
Trigger
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- Info
Trigger
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- Info
- Ticket Type(s)
Trigger
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- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
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- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

About Amazon Alexa

Amazon Alexa is used to set up your Alexa-enabled devices, listen to music, create shopping lists, get news updates, and much more.

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About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

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Related categories

Payment Processing

Related Zap Templates

Create new IRIS CRM leads when Amazon Alexa trigger phrases are spoken

Related Zap Templates

Create new IRIS CRM leads when Amazon Alexa trigger phrases are spoken