Create notes in Wealthbox CRM when call states change in Dialpad
Easily capture and store vital communication details in your Wealthbox CRM every time the call state changes in your Dialpad app. With this workflow, every change in Dialpad's call state will conveniently generate a new note in your CRM, giving you an efficient method to record and track critical interaction data. Boost your CRM usage and improve customer relationship management with this simple, yet effective automation.
Easily capture and store vital communication details in your Wealthbox CRM every time the call state changes in your Dialpad app. With this workflow, every change in Dialpad's call state will conveniently generate a new note in your CRM, giving you an efficient method to record and track critical interaction data. Boost your CRM usage and improve customer relationship management with this simple, yet effective automation.
- When this happens...Call State Changed
Triggers when a call state changes.
- automatically do this!Create Note
Creates a new note.
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Comment
Triggers when a new comment is created.
Try ItContact Updated
Triggers when an existing contact is updated.
Try It
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.
New Contact
Triggers when a new contact is created.
Try ItNew Event
Triggers when a new event is created.
Try It