Connect Call Tools PCC and mloflo to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Calendar Event" from Call Tools PCC.

Add your action

An action happens after the trigger—such as "Add Contacts" in mloflo.

You’re connected!

Zapier seamlessly connects Call Tools PCC and mloflo, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
Try It
New Support Case
Triggers 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
Instant
Try It
New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
Try It
New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
Try It

New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
Try It
New Phone Number
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.
Trigger
Instant
Try It

New Contact Tag Event
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.
Trigger
Instant
Try It
- Bucket ID
  Required
- Contact ID
  Required
Action
Write
- Entry
  Required
- Scrub Existing Contacts
Action
Write
- Contact ID
  Required
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
Action
Write
- Call Disposition ID
  Required
Action
Search
- Contact Disposition ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Phone Number ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
Action
Search
- Phone Number
  Required
- Contact ID
Action
Search
- Phone Number
  Required
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
Add Partner Contacts
Triggers when a new partner contact is added.
Trigger
Instant
Try It
- Subject
- Due Date
- Message Body
- Reminder Date
Trigger
Instant
Try It
Update Loan for Arive
Triggers when a loan is updated in mloflo.
Trigger
Instant
Try It
- Event Title
  Required
- Event Description
- Repeat Event
- User Timezone
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
Add Lead V2
Adds a Lead to Mloflo
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Phone
- Company Name
- Title
- Status
- Source
- Notes
Action
Write
- Title
- Message
- Due Date
- Reminder Status
- Task Id
- List Name
Action
Write
- Loan Number
  Required
- Source
- Loan Purpose
- Loan Type
- Down Payment
- Street
- State
- City
- County
- Unit
- Zip
- Property Type
- Street
- State
- City
- County
- Zip
- Unit
- Borrower First Name
  Required
- Borrower Last Name
- Borrower Email
- Borrower Phone
- Borrower Work Phone
- Borrower Home Phone
- Borrower Marital Status
- Occupancy
- Loan Status
- Amortization Term
- Note Rate (Interest Rate)
- CRM Reference Id
- Property Value or Purchase Price
- Comments
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Estimated Closing Date
- Scheduled Closing Date
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Title Ordered At
- Title Received At
- Title Due At
- Home Owner Insurance Amount in USD
- Property Taxes Amount in USD
- Mortgage Insurance Amount in USD
- Association/ Project Dues (Condo, Co-OP, PUD)
- LTV Percentage
- Purchase Price
- Appraisal First Name
- Appraisal Last Name
- Appraisal Phone
- Appraisal Email
- Appraisal Company Name
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company Name
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company Name
- Insurance First Name
- Insurance Last Name
- Insurance Phone
- Insurance Email
- Insurance Company Name
- Real Estate Agent Buyer And Seller First Name
- Real Estate Agent Buyer And Seller Last Name
- Real Estate Agent Buyer And Seller Phone
- Real Estate Agent Buyer And Seller Email
- Real Estate Agent Buyer And Seller Company Name
- Real Estate Agent Buyer First Name
- Real Estate Agent Buyer Last Name
- Real Estate Agent Buyer Phone
- Real Estate Agent Buyer Email
- Real Estate Agent Buyer Company Name
- Real Estate Agent Seller First Name
- Real Estate Agent Seller Last Name
- Real Estate Agent Seller Phone
- Real Estate Agent Seller Email
- Real Estate Agent Seller Company Name
- Real Estate Agent First Name
- Real Estate Agent Last Name
- Real Estate Agent Phone
- Real Estate Agent Email
- Real Estate Agent Company Name
- Seller Realtor First Name
- Seller Realtor Last Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company Name
- Escrow Agent First Name
- Escrow Agent Last Name
- Escrow Agent Phone
- Escrow Agent Email
- Escrow Agent Company Name
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Marital Status
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence PostalCode
- Current Residence Duration
- First Name
- Last name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Curren tResidence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Name
- Last Name
- Email
- Phone
- Day Of Birth
- Month Of Birth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- Unit
- First Name
- LastName
- Email
- Phone
- DayOfBirth
- MonthOfBirth
- Year Of Birth
- Marital Status
- Home Phone
- Work Phone
- Unit
- Current Residence Street Address
- Current Residence Basis Type
- Current Residence City
- Current Residence State
- Current Residence Country
- Current Residence Postal Code
- Current Residence Duration
- First Loan Team User First Name
- First Loan Team User Last Name
- First Loan Team User Email
- First Loan Team User Phone
- First Loan Team User Loan Role
- First Loan Team User Primary Status
- Second Loan Team User First Name
- Second Loan Team User Last Name
- Second Loan Team User Email
- Second Loan Team User Phone
- Second Loan Team User Loan Role
- Second Loan Team User Primary Status
- Third Loan Team User First Name
- Third Loan Team User Last Name
- Third Loan Team User Email
- Third Loan Team User Phone
- Third Loan Team User Loan Role
- Third Loan Team User Primary Status
- Fourth Loan Team User First Name
- Fourth Loan Team User Last Name
- Fourth Loan Team User Email
- Fourth Loan Team User Phone
- Fourth Loan Team User Loan Role
- Fourth Loan Team User Primary Status
- Fifth Loan Team User First Name
- Fifth Loan Team User Last Name
- Fifth Loan Team User Email
- Fifth Loan Team User Phone
- Fifth Loan Team User Loan Role
- Fifth Loan Team User Primary Status
- Sixth Loan Team User First Name
- Sixth Loan Team User Last Name
- Sixth Loan Team User Email
- Sixth Loan Team User Phone
- Sixth Loan Team User Loan Role
- Sixth Loan Team User Primary Status
- Seventh Loan Team User First Name
- Seventh Loan Team User Last Name
- Seventh Loan Team User Email
- Seventh Loan Team User Phone
- Seventh Loan Team User Loan Role
- Seventh Loan Team User Primary Status
- Eighth Loan Team User First Name
- Eighth Loan Team User Last Name
- Eighth Loan Team User Email
- Eighth Loan Team User Phone
- Eighth Loan Team User Loan Role
- Eighth Loan Team User Primary Status
- Ninth Loan Team User First Name
- Ninth Loan Team User Last Name
- Ninth Loan Team User Email
- Ninth Loan Team User Phone
- Ninth Loan Team User Loan Role
- Ninth Loan Team User Primary Status
Action
Write

New Phone Call
Triggers 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
Instant
Try It
New Call Transcript
Triggers when a new call transcript is saved in Call Tools.
Trigger
Instant
Try It
New Contact
Triggers 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
Instant
Try It
New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
Try It
New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
Try It
New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
Try It
New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
Try It
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Calendar Event Type ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Tag ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
  Required
Action
Search
- Phone Number
- Area Code
- Ready
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By User ID (uuid)
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write
Add Borrower Contacts
Triggers when a new borrower contact is added.
Trigger
Instant
Try It
New Loan
Triggers when a new loan is added in mloflo.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is added in mloflo.
Trigger
Instant
Try It
- Email
- Contact First Name
- Id
- Phone
- Contact Last Name
- Source
Action
Write
- Event Title
  Required
- Event Description
- Start Date Time
  Required
- End Date Time
  Required
- Repeat Type
- Repeat Interval
- Repeat Days of Week
- Repeat End Date
Action
Write
- Borrower Last Name
- Borrower Email
  Required
- Borrower Home Phone
- Borrower Work Phone
- Borrower Cell Phone
- Borrower DOB
- Co-Borrower First Name
- Co-Borrower Last Name
- Co-Borrower Email
- Co-Borrower Home Phone
- Co-Borrower Work Phone
- Co-Borrower Cell Phone
- Co-Borrower DOB
- Scheduled Closed Date
- Loan Type
- Loan Purpose
- Occupancy
- Loan Amount
- Source
- ReferredBy First Name
- ReferredBy Last Name
- Note Rate (Interest Rate)
- Loan Term
- Sales Price
- Appraised Value
- Subject Property Street
- Subject Property City
- Subject Property State
- Subject Property Zip Code
- Loan Number
- Buyers Realtor First Name
- Buyers Realtor Last Name
- Buyers Realtor Phone
- Buyers Realtor Email
- Buyers Realtor Company
- Seller Realtor First Name
- Seller Realtor Last Name
- Seller Realtor Phone
- Seller Realtor Email
- Seller Realtor Company
- Comments
- HOA First Name
- HOA Last Name
- HOA Phone
- HOA Email
- HOA Company
- Title First Name
- Title Last Name
- Title Phone
- Title Email
- Title Company
- Insurance First Name
- Insurance Last Name
- Insurance Email
- Insurance Company
- Attorney First Name
- Attorney Last Name
- Attorney Email
- Attorney Company
- Inspection First Name
- Inspection Last Name
- Inspection Email
- Inspection Company
- Credit Repair First Name
- Credit Repair Last Name
- Credit Repair Email
- Credit Repair Phone
- Credit Repair Company
- Appraisal First Name
- Appraisal Last Name
- Appraisal Email
- Appraisal Phone
- Appraisal Company
- Surveyor First Name
- Surveyor Last Name
- Surveyor Email
- Surveyor Phone
- Surveyor Company
- Transaction Coordinator First Name
- Transaction Coordinator Last Name
- Transaction Coordinator Email
- Transaction Coordinator Phone
- Transaction Coordinator Company
- Appraisal Ordered At
- Appraisal Received At
- Appraisal Due At
- Title Ordered At
- Title Received At
- Title Due At
- VOE Ordered At
- VOE Received At
- VOE Due At
- Condo Ordered At
- Condo Received At
- Condo Due At
- Insurance Ordered At
- Insurance Received At
- Insurance Due At
- Borrower Full Name
- Borrower Marital Status
- Borrower Military ServiceType
- borrower Current Address City
- borrower Current Address Street
- Borrower Current Address Country
- Borrower Current Address State Name
- borrower Current Address Unit
- Borrower Current Address Unit Type
- Borrower Current Address Zip
- borrower Current Address County
- Borrower Current Address Duration In Month
- Borrower Current Address Type
- Borrower Mailing Address City
- Borrower Mailing Address Street
- Borrower Mailing Address State Name
- Borrower Mailing Address State Code
- Borrower Mailing Address Country
- Borrower Mailing Address Unit
- Borrower Mailing Address Unit Type
- Borrower Mailing Address Zip
- Borrower Mailing Address County
- Co-Borrower Marital Status
- Co-Borrower Military Service Type
- Co-Borrower Current Address City
- Co-Borrower Current Address Street
- Co-Borrower Current Address State Name
- Co-Borrower Current Address State Code
- Co-Borrower Current Address Country
- Co-Borrower Current Address Unit
- Co-Borrower Current Address Unit Type
- Co-Borrower Current Address Zip
- Co-Borrower Current Address County
- Co-Borrower Current Address Duration In Month
- Co-Borrower Current Address Type
- Co-Borrower Mailing Address City
- Co-Borrower Mailing Address Street
- Co-Borrower Mailing Address Country
- Co-Borrower Mailing Address Unit
- Co-Borrower Mailing Address Unit Type
- Co-Borrower Mailing Address Zip
- Co-Borrower Mailing Address County
- ReferredBy Email
- ReferredBy Phone
- Co-Borrower Full Name
- ReferredBy Full Name
- HOA Full Name
- Title Full Name
- Insurance Full Name
- Attorney Full Name
- Inspection Full Name
- Credit Repair Full Name
- Appraisal Full Name
- SurveyorFull Name
- TransactionCoordinator Full Name
- System Status
- Credit Score
- Date
- Month
- Year
- Date
- Month
- Year
- Lead/Loan Id
  Required
- Borrower First Name
  Required
Action
Write
- First Name
  Required
- Last Name
- Email
- Phone
- Partner Affiliations
  Required
- DOB
- Source
  Required
- Street
- Zip code
- City
- State
- Company Name
- Company Phone
- Notes
Action
Write
- Name
- List Id
Action
Write
- Subject
- Message
- Due Date
- Reminder Date
- Task Id
Action
Write

For AI agents & developers

Use Call Tools PCC and mloflo with AI agents and code

Beyond Zap workflows. Call Call Tools PCC and mloflo actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Call Tools PCC and mloflo actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Bucket a Contact
Add Contacts

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Call Tools PCC and mloflo actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* call-tools-pcc / mloflo action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Connect Call Tools PCC and mloflo to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Call Tools PCC to mloflo integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Call Tools PCC

Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.

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Related categories

Phone & SMS

About mloflo

Mloflo is a cloud-based CRM platform that helps real estate businesses manage leads, email marketing, sales pipeline, reporting, and more.