forms.app + Call Tools PCC Integrations

How to connect forms.app + Call Tools PCC

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Scheduled
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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.
Trigger
Instant
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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
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New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
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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
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New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
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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
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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
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- Bucket IDRequired
  Provide the bucket ID number
- Contact IDRequired
  Provide the contact ID number.
Action
Write
- EntryRequired
  Can be a phone number or email address do not contact entry
- Scrub Existing Contacts
  Indicate if you want to scrub existing contact phone number and email address records. This happens asynchronously.
Action
Write
- Contact IDRequired
- Contact Disposition
  ID of the current contact disposition
- Last Call Agent Disposition
  The last agent selected call disposition ID for this contact.
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
  Set a date time value for live filters to use for suppressing contacts when filtering.
- Owned By [User ID]
  User ID (UUID) for the user that owns this contact.
- Add Tags
  Add one or more tags to this contact. Provide the tag ID number.
- Remove Tags
  Remove one or more tags from a contact. Provide the tag ID number.
- Add To Buckets
  Add this contact to one or more buckets. provide the bucket ID numbers.
- Remove From Buckets
  Remove from one or more buckets. Provide the bucket ID numbers.
- User Distribution Queue ID
  Specify a User Distribution Queue ID that you would like to use to auto assign this contact to a user.
Action
Write
- Contact IDRequired
Action
Write
- Call Disposition IDRequired
Action
Search
- Contact Disposition IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Phone Number IDRequired
Action
Search
- User IDRequired
  Enter the App User ID which is a UUID string. This value usually comes from created_by, modified_by, app_user, or owned_by fields.
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 NumberRequired
- Contact ID
Action
Search
- Phone NumberRequired
  Enter a e164 formatted phone number. A 10 or 11 digit north american phone number will work fine too.
- Add Tags
  Can add one or more tags to the contact. Enter the Tag ID
- Add To Buckets
  Add the new contact to one or more buckets. Provide the bucket ID number.
- User Distribution Queue ID
  Specify a User Distribution Queue ID that you would like to use to auto assign this contact to a user.
Action
Search or write

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
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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
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New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
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New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
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- Add Tags
  Can add one or more tags to the contact. Enter the Tag ID
- Add To Buckets
  Add the new contact to one or more buckets. Provide the bucket ID number.
- User Distribution Queue ID
  Specify a User Distribution Queue ID that you would like to use to auto assign this contact to a user.
Action
Write
- Contact IDRequired
  Provide the Contact ID number
- Tag IDRequired
  Provide the Tag ID number.
Action
Write
- Contact IDRequired
Action
Write
- Calendar Event Type IDRequired
Action
Search
- Contact IDRequired
  Enter the Contact ID for the contact to retrieve.
Action
Search
- Contact IDRequired
Action
Search
- Contact IDRequired
Action
Search
- Tag IDRequired
Action
Search
- User IDRequired
  Enter the User ID which is a UUID.
Action
Search
- Phone NumberRequired
  Enter a e164 formatted phone number. A 10 or 11 digit north american phone number will work fine too.
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
  Can add one or more tags to the contact. Enter the Tag ID
- Add To Buckets
  Add the new contact to one or more buckets. Provide the bucket ID number.
- User Distribution Queue ID
  Specify a User Distribution Queue ID that you would like to use to auto assign this contact to a user.
Action
Search or write

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.

Connect apps

Connect forms.app + Call Tools PCC

About forms.app

forms.app is a platform where you can build forms, share them and get responses. You can create sales order form and collect payment, too.

Learn more

Related categories

Forms & Surveys

About Call Tools PCC

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

Related categories

Phone & SMS

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forms.app + Call Tools PCC Integrations

How to connect forms.app + Call Tools PCC

Connect your apps and automate workflows

New Form Submission

New Phone Call

New Support Case

New Contact Disposition Event

New Email Address

New Note

New Phone Number

New Contact Tag Event

Bucket a Contact

Bucket IDRequired

Contact IDRequired

Create Do Not Contact Entry

EntryRequired

Scrub Existing Contacts

Update Contact

Contact IDRequired

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

Update Contact Set Ready

Contact IDRequired

Get Call Disposition by ID

Call Disposition IDRequired

Get Contact Disposition by ID

Contact Disposition IDRequired

Get All Notes by Contact ID

Contact IDRequired

Get Phone Number Object by ID

Phone Number IDRequired

Get User by ID

User IDRequired

Search Contacts

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

Search Phone Number Objects by Phone Number

Phone NumberRequired

Contact ID

Find or Create Contact

Phone NumberRequired

Add Tags

Add To Buckets

User Distribution Queue ID

New Calendar Event

New Call Disposition Event

New Contact

New Email

New Goal Achievement

New Opportunity

New SMS

New Connector Button Click

Create Contact

Add Tags

Add To Buckets