Display Capsule CRM information to an Aircall agent as an insight card
Apps used in template
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Every time a new inbound or outbound Aircall call is created, an Aircall agent will see the insight card about the caller or the callee with the information from Capsule CRM.
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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.
Adds an person or organisation as an additional contact to the case.
Adds an person or organisation as an additional contact to the opportunity
Archives a call.
Adds a comment to a call.
Creates a new case.
Creates a contact.
Creates a new party, opportunity or case custom field.
Creates a new opportunity milestone.
Creates a new party.
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