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How Zapier works
Zapier makes it easy to integrate iService with Call Tools PCC - no code necessary. See how you can get setup in minutes.
Select a trigger from iService
Setup an action from Call Tools PCC
That’s it! You just connected iService to Call Tools PCC
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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 ItTriggerPolling- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Public or Private NoteRequired
- Include Ref# in Subject
- Parent Interaction
ActionWrite- Lookup a contact by email/login name in iService.
ActionSearch- 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 ItTriggerInstant
- Login TypeRequired
- Login NameRequired
- Contact PropertyRequired
- Value
ActionWrite- Contact
- SegmentRequired
- TopicRequired
- Note SubjectRequired
- Note BodyRequired
- Assign to Agent
- Agent Note
- Tag
- Include Ref# in Subject
- Parent Interaction
ActionWrite- New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Try ItTriggerInstant - New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Try ItTriggerInstant