Integrate Call Tools PCC with Retently
Trigger NPS/CSAT surveys after customer interactions via phone or SMS, sync customer contact details and interaction history, and use survey responses to enhance performance metrics and customer service strategies.
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About Call Tools PCC
Call Tools provides a cloud-based contact center solution enabling communication via multiple channels, including phone calls and SMS. It allows users to manage contacts, schedule events, and track performance metrics.
Call Tools PCC to Retently
New Calendar Event
Triggers when a new calendar event is created by an agent in Call Tools.New Call Disposition Event
Triggers when a new call disposition is created by an agent in Call Tools.New Contact
Triggers when a individual new contact is created by a user or over the API. Does not trigger for bulk contact creation processes such as CSV imports.New Email
Triggers when a new email is sent by an agent in Call Tools.New Goal Achievement
Triggers when a new goal achievement is created by an agent or an automation in Call Tools.New Opportunity
Triggers when a new opportunity is created by an agent or automation in Call Tools.New SMS
Triggers when a SMS message is sent or received within Call Tools.New Connector Button Click
Triggers when an agent clicks a connector button on the agent dashboard in Call Tools.New Phone Call
Triggers when a new phone call is created (after the call ends).New Support Case
Triggers when an agent in Call Tools creates a new support case with a caller.New Contact Disposition Event
Triggers when a contact disposition is updated.New Email Address
Triggers when a new email address is added to a contact. Does not trigger for bulk processes like CSV imports.New Note
Triggers when an agent saves a new note on a contact.New Phone Number
Triggers when a new phone number is created and added to a contact. Does not trigger for bulk processes.New Contact Tag Event
Triggers when an agent adds or removes a tag on a contact.Retently to Call Tools PCC
Create Contact
Creates a new contact in Call Tools.Tag a Contact
Adds a single tag to an existing contact.Update Contact Do Not Contact
Updates a contact and sets do not contact to true to prevent calls and messages.Get Calendar Event Type by ID
Retrieves the calendar event type object by ID to check details like its name.Get Contact by ID
Retrieves a single contact using a Contact ID.Get Last Note by Contact ID
Gets the most recent note for a specific contact ID. This will only return 1 note.Get All Notes Summarized by Contact Id
Returns a single text value that summarizes all notes for a single contact ID, including utc time stamps for each note.Get Tag by ID
Retrieves a Tag object by ID.Get User Custom Settings
Gets a user's custom settings, which can store API keys or user-specific values for automations and Zaps.Search Contacts by Phone Number
Searches for contacts by phone number, ensuring permissions are set to query all contacts.Find or Create Contact
Searches for contacts by multiple fields and creates one if necessary.Bucket a Contact
Adds a contact to a bucket.Create Do Not Contact Entry
Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly.Update Contact
Updates an existing contact.Update Contact Set Ready
Updates a contact and sets it as ready to contact.Get Call Disposition by ID
Gets a single call disposition object by ID.Get Contact Disposition by ID
Gets a Contact Disposition object by ID to see details such as name.Get All Notes by Contact ID
Returns all the notes for a specific contact ID.Get Phone Number Object by ID
Gets a phone number object by ID.Get User by ID
Gets a user object by ID to view details such as name or email.Search Contacts
Searches for contacts by multiple fields, ensuring proper permissions.Search Phone Number Objects by Phone Number
Finds a phone number object by phone number and optionally contact ID.Find or Create Contact
Searches for contacts by phone number, ensuring proper permissions.
Alex Bitca
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