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 automation. What's more it's quick and easy to set up - you don't need to be a developer, anyone can make a Zap!
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 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.
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.
Fields
After creating your zap and adding the Noojee Zapier trigger you need to create a Zapier Action for you zap.
The Completed Call trigger will inject a set of new fields for you to use in actions.
The list of fields available is taken from the Campaign Template you selected when setting up the Completed Call trigger.
The fields are all prefixed with the word 'Entities' e.g. 'Entities Phone No'
The standard Campaign Template system fields (e.g. nj call date) are also available with the same prefix.
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.