1.Triggers daily call list build
Integrate Schedule by Zapier and job scheduling tools to start the daily process for building delinquency call lists.
Create daily delinquency call lists for outbound collections team
Automatically monitor aged delinquency tickets across Zendesk and analytics tools. Create and update when the daily dialer lists refreshβso you can protect call coverage, standardize phone data, and avoid manual exports without spreadsheet churn.
How this automation refreshes daily call lists
When every day at a chosen time triggers, delayed lists can stall outbound dialing and waste agent time. This automation searches tiered delinquency tickets, formats phone CSVs, and uploads the tier files to SharePointβso your team can dial from up-to-date call lists without manual exports.
Schedule by Zapieror swap with your favorite app
2.Searches tickets by tier and age
Integrate Zendesk and ticket search tools to find qualifying delinquency records for building tiered call list exports.
Zendeskor swap with your favorite app
3.Normalizes phone fields and CSV columns
Integrate Formatter by Zapier and data cleaning tools to clean phone values, deduplicate, and map CSV columns.
Formatter by Zapieror swap with your favorite app
4.Uploads tiered CSV files for dialing
Integrate Microsoft SharePoint and file storage workflows to upload the generated tiered CSV call lists for collections access.
Microsoft SharePointor swap with your favorite app
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