Salesforce integration with net2phone
How to Place net2phone calls for new records in Salesforce
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 "Place net2phone calls for new records in Salesforce" 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 net2phone integrations
net2phone actions
Nekton can use any feature that is available in net2phone API.
Using our advanced AI, you can easily create custom automations for net2phone.
Here are some typical actions you can do in your automated workflows.
Send SMS (Gen X and U Only)
Sends a SMS to a phone number (Gen X and U only). This will only work with the authenticated user’s phone number.
Call Missed
Triggers when a call is missed. (Gen V, Gen X, Gen U)
Call Busy
Triggers when there is a busy line. (Gen V, Gen X, Gen U)
Call Answered
Triggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)
Call Ringing
Triggers when the subscribed user extension is ringing. (Gen P, Gen V, Gen X, Gen U)
Call Completed
Triggers when a call is completed. (Gen P, Gen V, Gen X, Gen U)
About net2phone
net2phone is a leading provider of cloud-based business phone systems and unified communications tools.