Call Tools PCC + monday.com
Create items in monday.com from new events in Call Tools PCC
Boost your productivity with this effective workflow. When a new event is scheduled in your Call Tools PCC calendar, an item is concurrently created in your monday.com. This not only saves you valuable time but also ensures every new event is neatly logged in one place. Leave behind manual updates and focus your energy on essential tasks.
Boost your productivity with this effective workflow. When a new event is scheduled in your Call Tools PCC calendar, an item is concurrently created in your monday.com. This not only saves you valuable time but also ensures every new event is neatly logged in one place. Leave behind manual updates and focus your energy on essential tasks.
- When this happens...New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
- automatically do this!Create Item
Create a new Item in a board
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew 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.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
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.
Try ItNew 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.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It
