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Workflow Trigger - Call Status

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Overview

A workflow trigger initiates automated actions when specific conditions are met. In this case, the trigger activates when a call reaches a certain status. This is particularly useful for managing follow-ups, notifications, and task assignments based on the outcomes of calls, ensuring timely and appropriate responses.

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Trigger Name

Call Status

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Trigger Description

The "Call Status" trigger activates a workflow whenever a call reaches a specified status, such as busy, no-answer, canceled, completed, or voicemail. This trigger can be customized with filters to narrow down specific call statuses that initiate the workflow, ensuring that only relevant call outcomes are processed.

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How to Configure

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Value
Description
Mandatory

Choose a Workflow Trigger

Select "Call Status" from the dropdown.

Yes

Workflow Trigger Name

Enter a name for your trigger, e.g., "Call Status."

Yes

Filters

Specify conditions to narrow down the trigger, such as call status.

No

Step-by-Step Guide

  • Navigate to Workflow Triggers: Access the automation or workflow settings in your platform.

  • Choose a Workflow Trigger: Select "Call Status" from the list of available triggers.

  • Name Your Trigger: Enter a descriptive name for the trigger, such as "Call Status."

  • Set Up Filters (Optional): Add filters to specify which call statuses will trigger the workflow. For example, you can filter by statuses like busy and no-answer.

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Example: Missed Call Text Back

Scenario: A business wants to ensure that all missed calls (busy or no-answer) are promptly followed up to maximize customer engagement and support.

Trigger Setup:

  • Trigger: Call Status

  • Name: Missed Call Follow-Up

  • Filter: Call Status is "busy" or "no-answer"

Workflow Actions:

  1. Notification: Send an email or SMS notification to the sales or support team about the missed call.

  2. Task Creation: Automatically create a follow-up task in the CRM for a team member to call back.

  3. Log Entry: Log the missed call details into the customer record for future reference.

Outcome: This automation ensures that all missed calls are addressed promptly, improving customer service and increasing the likelihood of successful follow-ups. This leads to higher customer satisfaction and potential sales opportunities that might otherwise be missed.

A business wants to ensure that all missed calls (busy or no-answer) are promptly followed up to maximize customer engagement and support.

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