Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Agile CRM
Trigger: Watch Companies
Aircall
Action: Select an action
1. Select a trigger
  • Triggers when a company is created, updated or viewed.

  • Triggers when a new tag is added to the selected contact.

  • Triggers when a contact is created, updated or viewed.

  • Triggers when a deal is created or updated.

  • Triggers when a calendar event occurs.

  • Triggers when a task is created, due, started or completed.

  • Triggers when a ticket is created or updated.

2. Select an action
  • Archives a call.

  • Adds a comment to a call.

  • Creates a new configuration.

  • Creates a contact.

  • Deletes an existing configuration.

  • Deletes call recording.

  • Deletes call voicemail.

  • Displays insight cards in an ongoing call.

  • Gets informations about a specific call.

  • Returns information about a specific user by their user ID.

  • Performs an arbitrary authorized API call.

  • Pauses recording on a Call.

  • Resumes recording on a call.

  • Send a text or multimedia message from a configured number.

  • Send a text message from an Aircall SMS-capable number that will be stored and added in the agent conversation.

  • Relates a tag to a call.

  • Transfers a call to another user, team or number.

  • Unarchives a call.

Select a trigger and an action

Create workflow (opens in a new tab)