Integrate Pipefy with CloudTalk
Send information between Pipefy and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Pipefy and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card done
Triggers when a card is done in the selected pipe
Card moved
Triggers when a card is moved in the selected pipe
Card overdue
Triggers when a card is overdue in the selected pipe
Card late
Triggers when a card in the selected pipe exceeds maximum lead time
Card expired
Triggers when a card expires in the selected pipe
New card
Triggers when a new card is created in the selected pipe
Agent created
Triggers when a new agent is created
Call created
Triggers when a new call of the selected type is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create card
Creates a card in the selected pipe
Delete card
Deletes the selected card
Add activity
Adds an activity to an existing contact
Create agent
Creates a new agent
Create contact
Creates a new contact
Add note
Adds a note to an existing contact
Send SMS
Sends an SMS message
Update agent
Updates the details of an existing agent
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Pipefy?
Pipefy is a process management tool with features such as advanced reports, private pipes, process templates, and conditional logic.
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What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, Lakeside CNC Group
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