The Call Details Trigger is a workflow trigger that fires on both outbound and inbound calls. It can be activated by call directions and statuses, either from the current workflow or from another workflow linked to it. Using this trigger, you can customise your workflows to automate specific actions based on call statuses, improving efficiency and streamlining your communication process.

Adding the Call Details Trigger

To get started, click on Add New Trigger and select Call Details. This lets you define call-based conditions for your automation.

Adding Filters

You can filter your trigger by clicking "Add Filter" and selecting Call Direction, Call Status, Custom Disposition, or In Workflow.

Call Direction

The Call Direction filter lets you select the direction of the call, either as an incoming or outgoing call.

  • Incoming Call: Selecting the "Incoming" call, the workflow is triggered when a contact (new leads or old contacts) calls the number associated with this account.
  • Outgoing Call: Selecting the "Outgoing" call lets you track all the different call records of your sales team.

Call Status

The system automatically tracks the status of every call made and triggers them based on the status of the call. This filter gives you the ability to fire the automation when the call details trigger in another workflow. You can choose the workflow from the dropdown menu.

  • Busy: The contact's number was engaged during the call.
  • Canceled: The call was cancelled before being answered.
  • Completed: The call was successfully connected, and you spoke with the contact.
  • Not Answered: The call went unanswered by the contact.
  • Voicemail: The call was directed to the contact's voicemail.

Custom Disposition

The Custom Disposition filter lets you limit the automation to only contacts you've assigned one of your selected dispositions at the end of the call. Choose which ones to include by checking the box next to them in the dropdown menu.

In Workflow

The In Workflow filter lets you activate automation when the call details are linked to another workflow. Simply choose the desired workflow from the dropdown menu to connect the processes.

Remember to Save the Trigger.

The Call Details Trigger lets you automate workflows based on call events, saving time and keeping your communications on track. By customising filters for call direction, call status, and workflow connections, you can build workflows that fit your team's operational needs.