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.

Aircall
Trigger: Watch Calls
Kartra
Action: Select an action
1. Select a trigger
  • Watches for events related to calls.

  • Watches for events related to contacts.

  • Watches for conversation intelligence events (call sentiment, summary, transcription, key topics).

  • Watches for message events (sent, received, status update).

  • Watches for events related to numbers.

  • Watches for events related to users.

2. Select an action
  • Adds a lead to a calendar.

  • Adds a lead to the sequence.

  • Adds a tag to a lead.

  • Adds a lead to a subscription list.

  • Adds points to lead.

  • Checks the existence of a transaction.

  • Creates a new lead.

  • Creates a new lead.

  • Retrieves a lead.

  • Performs an arbitrary authorized API call.

  • Removes a lead from a list.

  • Removes lead from a sequence.

  • Removes a tag from a lead.

  • Removes a lead from a calendar.

  • Removes points from a lead.

  • Updates a lead.

Select a trigger and an action

Create workflow (opens in a new tab)