How to connect LiveAgent + Placetel
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- New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).Trigger
- New CustomerTriggers when a new customer is added to system.Trigger
- Add Customer to GroupAdd customer to group.Action
- Create ConversationCreates new conversation.Action
- Add New CustomerAdds new contact/customer to system.Action
- Remove Customer From GroupRemoves customer from particular group.Action
- Accepted CallTriggers when a call is accepted.Trigger
- Hungup CallTriggers when a call is hung up.Trigger
- Placetel
Triggers when a new call is coming in.
Instant
Trigger
- Placetel
When a new fax is incoming
Scheduled
Trigger
- Placetel
Triggers when a new outbound call is placed.
Instant
Trigger
- Placetel
Initiates a call
Scheduled
Action
- Placetel
Send a fax to number
Scheduled
Action
- Placetel
Send a SMS to recipient
Scheduled
Action
- Placetel
Finds a contact by its phonenumber
Scheduled
Action
- Placetel
FInds a SipUser
Scheduled
Action
How LiveAgent + Placetel Integrations Work
- Step 1: Authenticate LiveAgent and Placetel.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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