IRIS CRM + Retell AI

IRIS CRM + Retell AI integrations

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 CallTrigger when a new call is created
TriggerPolling
automatically do this!
Create New TicketCreate a new Ticket.
ActionWrite

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More things you can do with Retell AI and IRIS CRM

Discover other triggers and actions you can use with Retell AI and IRIS CRM

- 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 Name
  Required
- Info
- Texts
- URLs
- Files
- Enable Auto Refresh
Action
Write
- Phone Number
  Required
- Termination URI
  Required
- 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 ID
  Required
- Agent Version
- From Number
- To Number
- Direction
- Item
- Variable
Action
Write
- Agent ID
  Required
Action
Search

- LLM ID
  Required
Action
Search
- Limit
Action
Search

- Limit
- Pagination Key
- Pagination Key Version
Action
Search
- Info
Action
Search
- Info
Action
Search
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Previous Status
  Required
- New Status
  Required
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 Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
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 Number
  Required
- To Number
  Required
- Override Agent Id
- Override Agent Version
- Retell LLm Dynamic Variables
- Data
Action
Write
- Call ID
  Required
Action
Search
- Phone Number
  Required
Action
Search
- Voice ID
  Required
Action
Search
- ID
  Required
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 Status
  Required
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 Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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.

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Related categories

Payment Processing

About Retell AI

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

Learn moreLearn moreHelpHelp

Related categories

AI Agents