IRIS CRM + Retell AI

Watch new calls in Retell AI and create tickets in IRIS CRM

Keep your customer service efficient and responsive with this workflow. When a Watch Call is activated in the Retell AI app, a new ticket is instantly created in the IRIS CRM app. This automation helps ensure all calls are adequately tracked, improving efficiency and enabling faster response times. Keep your workflow streamlined and stay on top of customer interactions with this seamless integration.

When this happens...
Watch Call
Trigger when a new call is created
TriggerPolling
automatically do this!
Create New Ticket
Create a new Ticket.
ActionWrite

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Supported triggers and actions

- Call Status
- Direction
- From Number
- To Number
- Agent ID
- Sort Order
- Limit
- Pagination Key
- Start Timestamp Upper Threshold
- Start Timestamp Lower Threshold
Trigger
Polling
Try It
- Knowledge Base NameRequired
- Info
- Texts
- URLs
- Files
- Enable Auto Refresh
Action
Write
- Phone NumberRequired
- Termination URIRequired
- SIP Trunk Auth Username
- SIP Trunk Auth Pass
- Inbound Agent ID
- Outbound Agent ID
- Inbound Agent Version
- Outbound Agent Version
- Nickname
- Inbound Webhook URL
Action
Write
- Agent IDRequired
- Agent Version
- From Number
- To Number
- Direction
- Item
- Variable
Action
Write
- Agent IDRequired
Action
Search

- LLM IDRequired
Action
Search
- Limit
Action
Search

- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
- Info
Action
Search
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
- Info
- Previous StatusRequired
- New StatusRequired
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
Try It
- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- Area Code
- Inbound Agent ID
- Outbound Agent ID
- Nickname
- Inbound Agent Version
- Outbound Agent Version
- Number Provider
- Country Code
- Toll Free
- Phone Number
Action
Write
- Version
- Model
- Speech to Speech Model
- Model Temperature
- Model High Priority
- Tool Call Strict Mode
- General Prompt
- Tools
- Values
- Starting State
- Begin Message
- Variables
- IDs
- Config
Action
Write
- From NumberRequired
- To NumberRequired
- Override Agent Id
- Override Agent Version
- Retell LLm Dynamic Variables
- Data
Action
Write
- Call IDRequired
Action
Search
- Phone NumberRequired
Action
Search
- Voice IDRequired
Action
Search
- IDRequired
Action
Search
- Limit
- Sort Order
- Pagination Key
- Call Status
- Agent Id
- Upper Threshold
- Lower Threshold
- Direction
- From Number
- To Number
Action
Search
- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
Try It
- Info
- Current StatusRequired
Trigger
Instant
Try It
Lead Restored
Triggers when a lead is restored.
Trigger
Instant
Try It
Lead Updated
Triggers when a lead is updated.
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About Retell AI

Retell AI is a conversation intelligence platform that turns customer calls into actionable insights.

Learn more

Related categories

AI Agents

IRIS CRM + Retell AI

Watch new calls in Retell AI and create tickets in IRIS CRM

Watch Call

Create Knowledge Base

Import Phone Number

Register Phone Call

Get an Agent

Get a Retell LLM

Get Concurrency

List Agents

List Knowledge Bases

List Phone Numbers

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

Create a Phone Number

Create Retell LLM

Make a Phone Call

Get a Call

Get a Phone Number

Get a Voice

Get Knowledge Base

List Calls

List Retell LLMs

List Voices

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

About IRIS CRM

Related categories

About Retell AI

Related categories