Olark + Contactually Integrations
How to connect Olark + Contactually
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New MessageTriggers once for each message when we get a transcript.Trigger- New TranscriptTriggers once when we get a new transcript.Trigger
New Bucketed ContactTriggered when a contact is added to the specified bucket.Trigger- New ContactTriggers when a new Contact is created.Trigger
- Bucket ContactAdd the contact to a bucket.Action
- Create/Update ContactCreates a new contact or updates an existing contact.Action
- Create InteractionCreates a new interaction for with a contact.Action
- Bucket Partner User's ContactAdds a partner user's contact to a bucket.Action
- Contactually
Creates a new contact for the given partner user.
Scheduled
Action
- Contactually
Creates a new partner user contact's interaction for with a contact.
Scheduled
Action
- Contactually
Creates a note for a partner user's contact.
Scheduled
Action
- Contactually
Creates a user under the current partner (requires permissions).
Scheduled
Action
- Contactually
Create a new Task.
Scheduled
Action
- Contactually
Finds an existing bucket.
Scheduled
Action
- Contactually
Finds an existing contact by their email address.
Scheduled
Action
- Contactually
Finds all of partner user's buckets.
Scheduled
Action
- Contactually
Finds a partner's users.
Scheduled
Action
How Olark + Contactually Integrations Work
- Step 1: Authenticate Olark and Contactually.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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