Advantage Anywhere + CallRail
Add history notes in Advantage Anywhere for newly completed phone calls in CallRail
Retain CallRail interactions with a contact, all in one place. When a new phone call is completed in CallRail, a history note will be created in Advantage Anywhere. It can be handy to have a call log in the history of contacts (though it won't include calls from before you set up the template.)
Retain CallRail interactions with a contact, all in one place. When a new phone call is completed in CallRail, a history note will be created in Advantage Anywhere. It can be handy to have a call log in the history of contacts (though it won't include calls from before you set up the template.)
- When this happens...Phone Call Completed
Triggers after an inbound phone call has been completed and its recording and transcription have completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- automatically do this!Create History Note
Creates a note inside the users history section.
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