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OpenPhone

Dialpad

You've decided to use VoIP software to help you manage your business communications, but how do you make sure it plays nicely with your other critical business apps? Here are a few ways to take your virtual phone system to the next level with automation.

Connect your virtual phone system to other business apps with automation

Work takes you on the go, but you still need to know about leads traffic. This integration can help. Automatically send an SMS message in 8x8 whenever a new lead is detected Facebook Leads Ads.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

8x8’s integrated communications platform as a service(CPaaS) providing SMS, Voice, Chat Apps and Video Interaction integrations

Triggers when a new chat app message is received.

New Chat Apps Message Received

Triggers when an SMS message has been delivered or rejected.

New Delivery Receipt

Triggers when an SMS is sent to your virtual number.

New SMS Received

Send Bulk SMS

Send Single Chat App Message

Send Single SMS

Send 8x8 SMS messages with new Facebook Lead Ads leads

This Zapier integration will automatically send an SMS message from your OpenPhone number whenever a new entry is made on Typeform. Whether you want to send a quick confirmation to clients or prospects, this Zap lets you do it without any effort.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Triggers when a call recording has finished.

Call Recording Completed

Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

Incoming Call Completed

Triggers when an outbound message was delivered to the recipients.

Outgoing Message Delivered

Incoming Message Received

Triggers when an outgoing call has ended.

Outgoing Call Completed

Creates a contact or updates an existing contact.

Create or Update Contact

Send a Message

Trigger OpenPhone SMS messages when new Typeform forms are filled out

It will be very inconvenient for your customers to request or create a ticket by getting them to log in first to your Freshdesk service. With this integration, creating a ticket is just one 8x8 SMS message away. All a customer needs to do is to send an SMS message and a Freshdesk ticket will be created automatically.

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Set up rules to specify when this Zap can continue running.

Only continue if...

Filter by Zapier

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.

Freshdesk

Triggers when there is a new ticket is created in Freshdesk.

New Ticket

New Contact

Triggers when a Note is added to a Ticket.

New Ticket Note

Update Ticket

Update Contact

Finds an existing customer or a potential customer that has raised a ticket.

Find Contact

Find Ticket by Id

Add Private or Public notes to a Freshdesk Support Ticket.

Add Notes to a Ticket

Allows you to create a Company entry in Freshdesk.

Create Company

Create Forum

Create Forum Category

Create a new Forum Topic on Freshdesk Forums.

Create Forum Topic

Create a ticket in Freshdesk for your domain.

Create Ticket

Allows you to create a User/Customer in Freshdesk for your support domain.

Create Contact

Create Freshdesk tickets based from new 8x8 SMS messages

Nix manual data entry and let your agents focus on your most important asset: your customers. With this Zapier integration, calls to your support lines automatically create new conversations in Help Scout, freeing agents to use their time to better serve your customers, whether it's finding a new answer or simply driving a more personalized touch.

Dialpad is a business communications platform that's built to grow with your team, no matter where in the world they are. Offering voice, messaging, video, and more, Dialpad helps teams stay connected across all their existing devices.

Call State Changed

SMS Created

Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.

Help Scout

Triggers when a conversation is assigned to a specified user.

New Assigned Conversation

Triggers when a new conversation is created.

New Conversation

Triggers when a conversation is assigned to agent.

Conversation Assigned

Conversation Created

New Customer

Triggers when a new added mailbox is added.

New Mailbox

Triggers when conversation tags are updated.

Tags Updated

Triggers when a new Help Scout user is created.

New User

Find existing conversation using the supplied values. In case there are more conversations matching the criteria, the most recently updated one is selected.

Find Conversation

Find Customer

Find Mailbox

Find User

Get a user's support metrics over a given time range.

Get Custom Report

Get a user's support metrics for the current day.

Get Day Report

Get a user's support metrics for the current week.

Get Week Report

Find or Create Conversation

Find or Create Customer

Add Note

Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.

Create Conversation

Create a new conversation from a customer.

Create Conversation From Customer

Creates a new conversation to a customer from a Help Scout user.

Create Conversation to Customer

Creates a customer, optionally with all available customer entries (emails, phones, chat handles, social profiles and address).

Create Customer

Replies to a conversation. Please note that this will send actual email to the customer unless `draft` flag is used.

Send Reply

Update Customer Properties

Create new Help Scout conversations for new calls to your Dialpad Call Centre

Turn your inbound and outbound calls in actionable Zendesk tickets. For every call registered in Toky, Zapier will create a Zendesk ticket so you don't have to worry about manually registering calls.

Toky is a cloud telephony service that helps you to start your business call center, make and receive calls, send SMS and much more.

Toky

Trigger when there is a new call in Toky.

New Call

Trigger when there is a new incoming Text Message in Toky.

New Text Message

Trigger when there is a new voicemail in Toky.

New Voicemail

Find an existing contact in Toky by number.

Create a new contact in Toky phone directory.

Send Text Message

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Zendesk

New Group

Triggers when a new ticket is added to a view.

New Ticket in View

Triggers when a new ticket is created. Optionally select an organization.

Triggers when a one or more tags are added to a user.

Tag Added to User

Triggers when a new organization is created.

New Organization

Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).

Recent Ticket

Triggers when there is activity (an audit) on a specific ticket. Non-admins can only watch one ticket per Zap.

New Action on Ticket

Triggers when an existing ticket is updated.

Updated Ticket

New View

Find an Agent

Finds an existing ticket. With line item support for multiple tickets resulting from a query.

Find Ticket(s)

Find a Group

Find Latest Comment

Find an Organization

Find a Ticket

Find a User

Finds a ticket, or creates one if none are found.

Find or Create Ticket

Finds a organization, or creates one if none are found.

Find or Create Organization

Finds a user, or creates one if none are found.

Find or Create User

Deletes the user and associated records from the account.

Delete User

Create Organization

Remove one or more tags from an existing ticket.

Remove Tag(s) from Ticket 

Attach File to Ticket

Add Comment to Ticket

Add one or more tags to an existing ticket.

Add Tag(s) to Ticket

Update Organization

Update an existing ticket status or add comments.

Update User

Create User

Create Zendesk tickets from new Toky calls

Update your operations team through a Slack channel message whenever a customer sends an inquiry or response via a 8x8 SMS message. Reduce downtime responses and keep your team in the loop without needing a single click or keystroke.

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

Connect your virtual phone system to other business apps with automation

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