Create and assign new contacts in Dialpad when new contacts are added in Jills Office
When a new contact is added in the Jills Office app, this seamless workflow ensures the contact is also created in the Dialpad app where you can choose to assign it. This automatic process takes away the need to manually input data across platforms, making office management smooth and efficient. Stay organized and improve communication with this streamlined process.
When a new contact is added in the Jills Office app, this seamless workflow ensures the contact is also created in the Dialpad app where you can choose to assign it. This automatic process takes away the need to manually input data across platforms, making office management smooth and efficient. Stay organized and improve communication with this streamlined process.
- When this happens...New Contact
Triggers when a new contact is created.
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This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
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New Action Item
Triggers when a new action item is created.
Try ItFirst Name
Last Name
Email
Phone NumberRequired
SourceRequired
More information
SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.