CallRail + Neos
Create new Neos intakes when phone calls are completed in CallRail
Ensure all your completed calls in CallRail are immediately tracked and organized with this effective workflow. When a call concludes, a new intake will be efficiently created in your Neos app. This seamless process provides a real-time record of your phone interactions, minimizing manual data entry and enhancing your client management strategy.
Ensure all your completed calls in CallRail are immediately tracked and organized with this effective workflow. When a call concludes, a new intake will be efficiently created in your Neos app. This seamless process provides a real-time record of your phone interactions, minimizing manual data entry and enhancing your client management strategy.
- 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 Intake
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