1.Detect new recording event
Integrate Twilio and call recording tools to capture the recording URL, caller number, caller name, and duration for routing.
Create support case from long missed call recordings
Automatically monitor new recording events across Twilio and. Get create and update when recordings exceed your duration threshold, so you can generate cases with caller context and route work without manual triage.
How this automation creates support cases from missed calls
When new recording events arrive with long call durations, delays can stall triage and waste agent time. This automation filters qualifying recordings and creates support cases with caller contextβso your team can respond without manual call log review.
Twilioor swap with your favorite app
2.Filter by duration threshold
Integrate Filter by Zapier and automation rules to continue only for recordings that meet the duration threshold to reduce noise.
Filter by Zapieror swap with your favorite app
3.Find contact by phone
Integrate Salesforce and CRM lookup tools to find a matching Contact by matching caller phone to return the contact ID.
Salesforceor swap with your favorite app
4.Find account by contact
Integrate Salesforce and CRM reference data to find the Account using the contact reference and return an account ID.
5.Create support case
Integrate Salesforce and ticketing workflows to create a Case with the recording link, caller details, contact and account IDs, and queue assignment.
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Convert support emails into trackable tickets with automated ticket creation, priority routing, and record updates
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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