Teamwork Desk + CallRail Integrations
How to connect Teamwork Desk + CallRail
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New Agent ReplyTriggers when an agent sends a new reply.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New Customer ReplyTriggers when a customer sends a new reply.Trigger
- Thread EditedTriggers when a thread has been edited.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- New Ticket NoteTriggers when a ticket note is created.Trigger
- Ticket UnassignedTriggers when a ticket is unassigned.Trigger
- Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
- Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
- Teamwork Desk
Creates a new customer.
Scheduled
Action
- Teamwork Desk
Creates a new ticket.
Scheduled
Action
- Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
- Teamwork Desk
Unassigns a ticket.
Scheduled
Action
- Teamwork Desk
Updates an existing customer.
Scheduled
Action
- Teamwork Desk
Updates an existing ticket.
Scheduled
Action
- Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
- Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
- Teamwork Desk
Find or Create Customer
Scheduled
Action
- Teamwork Desk
Find or Create Ticket
Scheduled
Action
- CallRail
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Instant
Trigger
- CallRail
Triggers when a phone call is marked as "Spam".
Instant
Trigger
- CallRail
Triggers when an inbound phone call is started.
Instant
Trigger
- CallRail
Triggers when a phone call is tagged after it has ended. To receive data about calls tagged via Automation Rules, Keypad Scoring, or a Call Flow, use the Phone Call Completed trigger.
Instant
Trigger
- CallRail
Triggers when a new Company is created.
Instant
Trigger
- CallRail
Triggers when a form is captured.
Instant
Trigger
- CallRail
Triggers when a form capture is tagged.
Instant
Trigger
- CallRail
Triggers after an inbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
Instant
Trigger
- CallRail
Triggers when a Session Tracker is created.
Instant
Trigger
- CallRail
Triggers when an SMS message is received.
Instant
Trigger
- CallRail
Triggers when an SMS message is sent.
Instant
Trigger
- CallRail
Triggers when a Source Tracker is created.
Instant
Trigger
- CallRail
Triggers when a User is created.
Instant
Trigger
How Teamwork Desk + CallRail Integrations Work
- Step 1: Authenticate Teamwork Desk and CallRail.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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