Call Tools PCC + Podio
Create new items in Podio whenever a new connector button is clicked in Call Tools PCC
Initiate a smooth workflow between your Call Tools PCC and Podio applications with this automation. Once set up, each time a new connector button is clicked in Call Tools PCC, a corresponding item is created in Podio. This helps to streamline your workflow and ensures seamless data transfer between apps, making your task management effortless and efficient.
Initiate a smooth workflow between your Call Tools PCC and Podio applications with this automation. Once set up, each time a new connector button is clicked in Call Tools PCC, a corresponding item is created in Podio. This helps to streamline your workflow and ensures seamless data transfer between apps, making your task management effortless and efficient.
- When this happens...New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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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.
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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.
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