

Integrate Refiner with CloudTalk
Send information between Refiner and CloudTalk automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Refiner and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Survey response received
Triggers when a new survey response is received

Segment entered by user
Triggers when a user enters a segment

Call created
Triggers when a new call of the selected type is created

Agent created
Triggers when a new agent is created

Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Track event
Tracks a user event using user ID and event name

Create contact
Creates a new contact

Create agent
Creates a new agent

Send SMS
Sends an SMS message

Add note
Adds a note to an existing contact

Add activity
Adds an activity to an existing contact

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 Refiner?
Similar apps
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.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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