Zapier is a tool that allows you to connect apps you use every day to automate tasks and save time. You can connect any of the 800+ integrated apps together to make your own automationsautomation. What's more it's quick and easy to set up - you don't need to be a developer, anyone can make a Zap!
Zaps can be made using two main components, triggers and actions.Noojee has developed a Zapier app that and hence it can be used in any Zapier zap.
The Noojee Zapier app is a private app and as such you need to get an invite from Noojee to access our Zapier app.
To use the Noojee Zapier app you need:
- The Zapier license enabled on your Noojee system.
- A Zapier login.
- Noojee API Key
All configuration is done via the Noojee Zapier app (e.g. you don't need to setup up disposition actions etc)
The Noojee Zapier app use the Noojee API key and essentially 'pulls' dispositioned leads from the Noojee system. (This is the opposite to how Noojee Disposition Actions work as we normally push leads to other system).
Noojee Zapier App
Triggers
A trigger is something that happens in an app that you want to be the start of is used to start a Zap's workflow. For example, when a call is dispositioned in the Noojee system or a new lead is created in Salesforce.
Actions
An action is something your Zap does after a trigger occurs. To continue the above example, when a call made in the Noojee Dialer leads to an appointment you could create a lead in Salesforce and an appointment in Google Calendar
The Noojee Zapier app implements a single trigger:
Completed Call
When adding the Completed Call trigger you will need to configure the following:
- Campaign Template
- Campaing
- Allocation
- Disopositions (1 or more dispositions)
The above four settings essentially create a filter which controls what leads zapier will pull from Noojee.
Zapier polls your Noojee PBX every few minutes for new leads that have been called and dispositioned.
The frequency that Zapier polls at is dependant on you Zapier subscription level.
Getting Started
To get started you will need an invite to use the Noojee Zapier app and your Noojee API key.
Contact Noojee Sales for further Details.
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