In this article
Introduction
In this article we are going to cover the different Zap triggers that are on offer with Zapier, and the information that gets provided with those triggers. This information will aid you with sending data to your desired external software/service. If you want to read on how to connect Webphone to Zapier, see here.
Should you need any assistance, please contact support.
Initiating Trigger in Zapier - WebPhone by VoIPCloud
When starting a new Zap automated flow, you will have the option to utilize CoPilot to describe what you want, (this is still in beta testing, so may not be 100% accurate) alternatively you can select the trigger option, this will bring up a list of triggers available in Zapier. If Webphone by VoIPCloud isn't on the homepage selection, simply type in Webphone in the search bar.
Once selected, you will be asked to select which trigger you would like to use, below I will cover what each do, and the data collected for your automation.
Zap Trigger - Call Answered
The Call Answered Trigger, will send information for the call instantly to your 'end point' as soon as the call has been answered by the Webphone. This feature is handy, if you're wanting to create a ticket/lead as soon as a call begins for note taking and data entry. You will have the option to select Incoming, Outgoing or both for the trigger.
Each 'End Point' is going to have different triggers of their own available, to finish generating the leads, so it is important to investigate this with your chosen provider and Zapier.
The following data will be sent from the trigger:
- Agent (User) Name - The name of the User within the PBX
-
Inbound Number - The number the caller dialed
or
Outbound Number - The number used by the agent to make the call -
Inbound Caller's ID - The callers number
or
Outbound Dialed Number - The number the agent has dialed - Call Direction - Incoming or Outgoing
- Call Start Time - Presented in UTC format
- Call Answer Time - Presented in UTC format
Zap Trigger - Call Ended
The Call Ended Trigger, will send information for the call instantly to your 'end point' as soon as the call has been ended. This feature is handy, if you're wanting to create a ticket/lead as soon as a call finishes. You will have the option to select Incoming, Outgoing or both for the trigger, there will also be an option to select whether the trigger acts if the call is answered, unanswered or both.
Each 'End Point' is going to have different triggers of their own available, to finish generating the leads, so it is important to investigate this with your chosen provider and Zapier.
The following data will be sent from the trigger:
- Agent (User) Name - The name of the User within the PBX
-
Inbound Number - The number the caller dialed
or
Outbound Number - The number used by the agent to make the call -
Inbound Caller's ID - The callers number
or
Outbound Dialed Number - The number the agent has dialed - Call Status - Answered/Unanswered
- Call Direction - Incoming or Outgoing
- Call Start Time - Presented in UTC format
- Call Answer Time - Presented in UTC format
- Call End Time - Presented in UTC format
Zap Trigger - Call Started
The Call Started Trigger, will send information for the call instantly to your 'end point' as soon as the call has been initiated to the Webphone. This feature is handy, if you're wanting to create a ticket/lead as soon as a call begins for note taking and data entry, and also if you look at other triggers, you could get details of who is calling prior to answering.
You will have the option to select Incoming, Outgoing or both for the trigger.
Each 'End Point' is going to have different triggers of their own available, to finish generating the leads, so it is important to investigate this with your chosen provider and Zapier.
The following data will be sent from the trigger:
- Agent (User) Name - The name of the User within the PBX
-
Inbound Number - The number the caller dialed
or
Outbound Number - The number used by the agent to make the call -
Inbound Caller's ID - The callers number
or
Outbound Dialed Number - The number the agent has dialed - Call Direction - Incoming or Outgoing
- Call Start Time - Presented in UTC format
