Connect iService to Call Tools PCC and automate any workflow
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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.
- Interaction TypeRequired
- SegmentRequired
- Topic
- Property
- Property Value
Try It- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Public or Private NoteRequired
- Include Ref# in Subject
- Parent Interaction
- Lookup a contact by email/login name in iService.
- 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.
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- Login TypeRequired
- Login NameRequired
- Contact PropertyRequired
- Value
- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
- 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.
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