CloudTalk + Podio
Create tasks in Podio from new calls in CloudTalk
When a new call takes place in CloudTalk, this workflow instantly helps you stay organized by creating a task in Podio. It does the work for you by transforming the call data into a dedicated task, allowing you to easily track follow-up actions and maintain a centralized view of all communications. This ensures no important calls slip through the cracks and enhances your call management efficiency in Podio.
When a new call takes place in CloudTalk, this workflow instantly helps you stay organized by creating a task in Podio. It does the work for you by transforming the call data into a dedicated task, allowing you to easily track follow-up actions and maintain a centralized view of all communications. This ensures no important calls slip through the cracks and enhances your call management efficiency in Podio.
- When this happens...New Call
Triggers when call is made via CloudTalk.
- automatically do this!Create Task
Triggers when you add a new task.
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New Call
Triggers when call is made via CloudTalk.
Try ItNew SMS
Triggers when a SMS is sent/received via CloudTalk
Try ItIDRequired
ID PostfixRequired
Contact NameRequired
Phone numberRequired
Email
Contact Company
External Link
From NumberRequired
To NumberRequired
Message TextRequired
New Contact
Triggers when a contact is created or updated in CloudTalk.
Try ItActivity IDRequired
Acitivity ID postfixRequired
Activity titleRequired
Activity contentRequired
Activity meta - price
Activity meta - status
Activity meta - color
Activity link
Contact IDRequired
Contact ID PostfixRequired
Contact name
Contact email
Contact number
IDRequired
ID PostfixRequired
Contact NameRequired
Phone numberRequired
Email
Contact Company
External Link
IDRequired
ID PostfixRequired
Contact NameRequired
Phone NumberRequired
Email
Contact Company
External Link
