Connect VanillaSoft to Call Tools PCC and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Select a trigger from VanillaSoft

A trigger is an event that starts your Zap and runs the workflow. For example, with VanillaSoft, a trigger could be "Result a Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Call Tools PCC

An action is what takes place after the automation is triggered. For example, with Call Tools PCC, the action could be "Bucket a Contact."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected VanillaSoft to Call Tools PCC

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect VanillaSoft and Call Tools PCC to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect VanillaSoft and Call Tools PCC to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- VanillaSoft Zap Name
  Required
- Description
- VanillaSoft Project Name
  Required
- Select VanillaSoft Result Codes to associate with this Trigger
- Email on Error
  Required
- Send Data Email on Last Error
- Email last error data to
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.
Trigger
Instant
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New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.
Trigger
Instant
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New 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.
Trigger
Instant
Try It
New Email
Triggers when a new email is sent by a agent in Call Tools.
Trigger
Instant
Try It

New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.
Trigger
Instant
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New SMS
Triggers when a SMS message is sent or received within Call Tools.
Trigger
Instant
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New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.
Trigger
Instant
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- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
- Tag ID
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
Action
Search
- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By [User ID]
- Last Call System Disposition
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

- VanillaSoft Zap Name
  Required
- Description
  Required
- VanillaSoft Project Name
  Required
- Email on Success
- Email on Error
  Required
- Create New Contacts
  Required
- Flag New Contacts
  Required
- Route New Contacts as a First Priority
  Required
- Delay Routing of New Contacts
- Create Duplicates For Contacts That Share The Same Phone Number
  Required
- Flag Duplicates
  Required
- Error response for duplicate contact
- Update existing contacts
  Required
- Update Key Field
  Required
- Route Updated as a First Priority
  Required
- Reopen and flag updated contacts (Recommended)
  Required
Action
Write
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.
Trigger
Instant
Try It
New 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.
Trigger
Instant
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New Contact Disposition Event
Triggers when a contact disposition is updated.
Trigger
Instant
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New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes such as CSV contact imports.
Trigger
Instant
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New Note
Triggers when an agent in Call Tools saves a new note on a contact.
Trigger
Instant
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New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk phone number creation on processes such as CSV import of contacts.
Trigger
Instant
Try It
New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact. Does not trigger for bulk tag operations during a CSV contact import or a bulk update/tagging of contacts.
Trigger
Instant
Try It
- Bucket ID
  Required
- Contact ID
  Required
Action
Write
- Entry
  Required
- Scrub Existing Contacts
Action
Write
- Contact ID
  Required
- Contact Disposition
- Last Call Agent Disposition
- Ready [to Contact]
- Status
- Do Not Contact
- Suppress Until [Future DateTime]
- Owned By [User ID]
- Add Tags
- Remove Tags
- Add To Buckets
- Remove From Buckets
- User Distribution Queue ID
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- Contact ID
  Required
Action
Search
- User ID
  Required
Action
Search
- Phone Number
- Area Code
- Ready [to Contact]
- Status
- Do Not Contact
- Address
- City
- State
- Zip Code (postal code)
- County
- Country
- Contact Disposition ID
- Last Agent Call Disposition ID
- First Name
- Last Name
- Owned By [User ID]
- Last Call System Disposition
Action
Search
- Phone Number
- Contact ID
  Required
Action
Search
- Phone Number
- Add Tags
- Add To Buckets
- User Distribution Queue ID
Action
Search or write

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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