Connect VanillaSoft to Call Tools PCC and automate your work
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- VanillaSoft Zap NameRequired
- Description
- VanillaSoft Project NameRequired
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on ErrorRequired
- Send Data Email on Last Error
- Email last error data to
Try It- New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try It - New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try It - New 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 It
- VanillaSoft Zap NameRequired
- DescriptionRequired
- VanillaSoft Project NameRequired
- Email on Success
- Email on ErrorRequired
- Create New ContactsRequired
- Flag New ContactsRequired
- Route New Contacts as a First PriorityRequired
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone NumberRequired
- Flag DuplicatesRequired
- Error response for duplicate contact
- Update existing contactsRequired
- Update Key FieldRequired
- Route Updated as a First PriorityRequired
- Reopen and flag updated contacts (Recommended)Required
- 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 It - New 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 It - New Contact Disposition Event
Triggers when a contact disposition is updated.
Try It