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Lookup MERK data for contacts in IPEX Contact center

Lookup MERK data for contacts in IPEX Contact center

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For IPEX Contact center contacts with a registration number in CustomField1, we will do a MERK lookup for the correct organization name, revenue and employee numbers and saved into fields Name, CustomField2 a CustomField3.

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

IPEX
Create a Contact

Creates a new contact.

Action
IPEX
Delete Contacts

Delete contacts.

Action
IPEX
Delete a Contact's Cache

Deletes a contact's cache in PBX.

Action
IPEX
Get a Contact

Returns a contact detail.

Action
Merk
Get company info

This method provides you extensive company information for given registration or VAT numbers.

Action
Merk
Get result of a set

Returns companies matching your saved registration number set from the Merk application.

Action
Merk
Get results of saved search

Returns companies matching your saved search from the Merk application.

Action
Merk
Get saved searches

Returns a list of all your saved searches from the Merk application.

Action
Merk
Get sets

Returns a list of all your saved registration number sets from the Merk application.

Action

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