How to connect forms.app + Call Tools PCC
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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 ItTriggerInstant
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.Try ItTriggerInstant
New Contact Disposition Event
Triggers when a contact disposition is updated.Try ItTriggerInstant
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.Try ItTriggerInstant
New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.Try ItTriggerInstant
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 ItTriggerInstant
Triggers when a new email is sent by a agent in Call Tools.Try ItTriggerInstant
How forms.app + Call Tools PCC Integrations Work
- Step 1: Authenticate forms.app and Call Tools PCC.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.
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