Call Tools PCC + NetSuite
Update NetSuite records when new contact disposition events occur in Call Tools PCC
If a New Contact Disposition Event takes place in your Call Tools PCC app, this workflow ensures timely updates are made in your NetSuite records. By bridging these two, the process becomes streamlined and consistent, sparing you the trouble of manual data transfers between platforms. Use this to maintain up-to-date records in your CRM to ensure your team has accurate and current contact data on hand.
If a New Contact Disposition Event takes place in your Call Tools PCC app, this workflow ensures timely updates are made in your NetSuite records. By bridging these two, the process becomes streamlined and consistent, sparing you the trouble of manual data transfers between platforms. Use this to maintain up-to-date records in your CRM to ensure your team has accurate and current contact data on hand.
- When this happens...New Contact Disposition Event
Triggers when a contact disposition is updated.
- automatically do this!Update Record
Updates an existing record. Supports standard and custom records.
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItNew Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItNew Contact
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.
Try ItNew Email
Triggers when a new email is sent by a agent in Call Tools.
Try It
New Phone Call
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.
Try ItNew Support Case
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.
Try ItNew Contact Disposition Event
Triggers when a contact disposition is updated.
Try ItNew Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Try It