Create a new column in a specific spreadsheet.

Scheduled

Action

Create a new row in a specific spreadsheet.

Scheduled

Action

Create one or more new rows in a specific spreadsheet (with line item support).

Scheduled

Action

Create a new worksheet by copying an existing worksheet.

Scheduled

Action

Create a blank spreadsheet or duplicate an existing spreadsheet. Optionally, provide headers.

Scheduled

Action

Create a blank worksheet with a title. Optionally, provide headers.

Scheduled

Action

Deletes the content of a row in a specific spreadsheet. Deleted rows will appear as blank rows in your spreadsheet. Please use with caution.

Scheduled

Action

Update a row in a specific spreadsheet.

Scheduled

Action

Finds many matched rows (10 max.) by a column and value.

Scheduled

Action

Returns many rows (20 max.) as a single JSON value and flat rows (line items).

Scheduled

Action

Finds a row by a column and value. Returns the entire row if one is found.

Scheduled

Action

Finds or creates a specific lookup row.

Scheduled

Action

Triggers when a new calendar event is created by an agent in Call Tools.

Instant

Trigger

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.

Instant

Trigger

Triggers when a new call disposition is created by an agent in Call Tools.

Instant

Trigger

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.

Instant

Trigger

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.

Instant

Trigger

Triggers when a contact disposition is updated.

Instant

Trigger

Triggers when a new email is sent by a agent in Call Tools.

Instant

Trigger

Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.

Instant

Trigger

Triggers when a new goal achievement is created by an agent or an automation in Call Tools.

Instant

Trigger

Triggers when an agent in Call Tools saves a new note on a contact.

Instant

Trigger

Triggers when a new opportunity is created by an agent or automation in Call Tools.

Instant

Trigger

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.

Instant

Trigger

Triggers when a SMS message is sent or received within Call Tools.

Instant

Trigger

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.

Instant

Trigger

Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.

Instant

Trigger

Adds a contact to a bucket.

Scheduled

Action

Creates a new Contact

Scheduled

Action

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Scheduled

Action

Add a single tag to a existing contact.

Scheduled

Action

Update a existing contact.

Scheduled

Action

Updates a contact and sets do not contact to true to prevent calls and messages.

Scheduled

Action

Updates a contact and sets it as ready to contact. This is a setting that live filters can filter by

Scheduled

Action

Gets the calendar event type object by ID so you can check details like its name.

Scheduled

Action

Gets a single call disposition object by ID so you can get details such as name.

Scheduled

Action

Retrieve a single contact using a Contact ID

Scheduled

Action

Gets a Contact Disposition object by ID to see details such as name.

Scheduled

Action

Get only the most recent note for a specific contact ID. This will only return 1 note.

Scheduled

Action

Return all the notes for a specific contact ID.

Scheduled

Action

Get a single text value that summarizes all notes for a single contact ID. This string includes utc time stamps for each note

Scheduled

Action

Gets a phone number object by ID

Scheduled

Action

Gets a Tag object by ID

Scheduled

Action

Gets a user object by ID to view details such as name or email.

Scheduled

Action

Gets a users custom settings which can be used to store api keys, external CRM IDs, or user specific values to be used in automations and Zaps.

Scheduled

Action

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Scheduled

Action

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Scheduled

Action

Finds a phone number object by phone number and optionally contact id

Scheduled

Action

Search for Contacts by multiple fields. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Scheduled

Action

Search for Contacts by phone number. Depending on your Call Tools account settings multiple contacts may have the same phone number. Make sure the user that owns the API token used for this Zap has the appropriate permissions to query all contacts ("contacts_read_all").

Scheduled

Action