Call Tools PCC + kvCORE Integrations
How to connect Call Tools PCC + kvCORE
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New Calendar EventTriggers when a new calendar event is created by an agent in Call Tools.Trigger- New Phone CallTriggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.Trigger
- New Call Disposition EventTriggers when a new call disposition is created by an agent in Call Tools.Trigger
- New Support CaseTriggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.Trigger
- New ContactTriggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.Trigger
- New Contact Disposition EventTriggers when a contact disposition is updated.Trigger
- New EmailTriggers when a new email is sent by a agent in Call Tools.Trigger
- New Email AddressTriggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.Trigger
- Call Tools PCC
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Instant
Trigger
- Call Tools PCC
Triggers when an agent in Call Tools saves a new note on a contact.
Instant
Trigger
- Call Tools PCC
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Instant
Trigger
- Call Tools PCC
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Instant
Trigger
- Call Tools PCC
Triggers when a SMS message is sent or received within Call Tools.
Instant
Trigger
- Call Tools PCC
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Instant
Trigger
- Call Tools PCC
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Instant
Trigger
- Call Tools PCC
Adds a contact to a bucket.
Scheduled
Action
- Call Tools PCC
Creates a new Contact
Scheduled
Action
- Call Tools PCC
Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.
Scheduled
Action
- Call Tools PCC
Add a single tag to a existing contact.
Scheduled
Action
- Call Tools PCC
Update a existing contact.
Scheduled
Action
- Call Tools PCC
Updates a contact and sets do not contact to true to prevent calls and messages.
Scheduled
Action
- Call Tools PCC
Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by
Scheduled
Action
- Call Tools PCC
Gets the calendar event type object by ID so you can check details like its name.
Scheduled
Action
- Call Tools PCC
Gets a single call disposition object by ID so you can get details such as name.
Scheduled
Action
- Call Tools PCC
Retrieve a single contact using a Contact ID
Scheduled
Action
- Call Tools PCC
Gets a Contact Disposition object by ID to see details such as name.
Scheduled
Action
- Call Tools PCC
Get only the most recent note for a specific contact ID. This will only return 1 note.
Scheduled
Action
- Call Tools PCC
Return all the notes for a specific contact ID.
Scheduled
Action
- Call Tools PCC
Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note
Scheduled
Action
- Call Tools PCC
Gets a phone number object by ID
Scheduled
Action
- Call Tools PCC
Gets a Tag object by ID
Scheduled
Action
- Call Tools PCC
Gets a user object by ID to view details such as name or email.
Scheduled
Action
- Call Tools PCC
Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.
Scheduled
Action
- Call Tools PCC
Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Scheduled
Action
- Call Tools PCC
Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Scheduled
Action
- Call Tools PCC
Finds a phone number object by phone number and optionally contact id
Scheduled
Action
- Call Tools PCC
Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Scheduled
Action
- Call Tools PCC
Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").
Scheduled
Action
- kvCORE
Triggers when a campaign action runs for a specific Zap ID.
Instant
Trigger
- kvCORE
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Instant
Trigger
- kvCORE
Creates a new contact within an account, optionally assigned to an agent.
Scheduled
Action
- kvCORE
Updates a new contact within an account.
Scheduled
Action
How Call Tools PCC + kvCORE Integrations Work
- Step 1: Authenticate Call Tools PCC and kvCORE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Call Tools PCC
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