Novocall integration with Follow Up Boss
How to Create Follow Up Boss inquiries or website events for new Novocall messages
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 Follow Up Boss inquiries or website events for new Novocall messages" 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 Novocall integrations
Novocall actions
Nekton can use any feature that is available in Novocall API.
Using our advanced AI, you can easily create custom automations for Novocall.
Here are some typical actions you can do in your automated workflows.
Create Call
Creates a call record
Cancel Appointment
Triggers when a customer cancels an existing appointment
Incoming Call
Triggers when a customer makes a new request for a callback. (Only at the very start of the call)
New Schedule
Triggers when a customer makes a new appointment for a scheduled call.
Successful Call
Triggers when both customer & call rep have picked up the call. (Only after the call has completed)
Failed Call
Triggers when either the customer or the call rep misses the call. (Only after the call has ended)
About Novocall
Novocall is a callback app that make it easy for businesses communicate with their website visitors through calls and scheduling.