Call Tools PCC integration with Podio
How to Create Podio tasks from new calendar events in Call Tools PCC
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Podio tasks from new calendar events in Call Tools PCC" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Call Tools PCC integrations
Call Tools PCC actions
Nekton can use any feature that is available in Call Tools PCC API.
Using our advanced AI, you can easily create custom automations for Call Tools PCC.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new Contact
Tag a Contact
Add a single tag to a 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
Gets the calendar event type object by ID so you can check details like its name.
Get Contact by ID
Retrieve a single contact using a Contact ID
Get Last Note by Contact ID
Get only the most recent note for a specific contact ID. This will only return 1 note.
About Call Tools PCC
Call Tools is a multi-channel cloud contact center and hosted pbx with a data centric focus.