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 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 app.

To use the Noojee Zapier app you need:

• The Zapier license enabled on your Noojee system.
• A Zapier login.
• Noojee API Key (Global or User)
• A Noojee Login

All configuration is done via the Noojee Zapier app (e.g. you don't need to setup up disposition actions etc) 

Noojee Zapier App

Triggers

When creating a Zap you control when the Zap runs by defining a  'trigger' condition. Then the trigger condition occurs the Zap is automatically ran.

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
• Campaign
• Allocation
• Dispositions (1 or more dispositions)

The above four settings essentially create a filter which controls what completed calls Zapier will pull from Noojee.

Zapier polls your Noojee PBX every few minutes for new leads that have been called and dispositioned.

When a completed call matches your filter then your Zap will run.

The frequency that Zapier polls at is dependent on you Zapier subscription level. For the base subscription this is around once every 15min.

Fields

After creating your zap and adding the Noojee Zapier trigger you need to create a Zapier Action for you zap.

A Zapier Action is an action that runs when the trigger condition occurs.

The Completed Call trigger will exposes a set of fields for you can use in one or more actions.

The list of fields available is taken from the Campaign Template you selected when setting up the Completed Call trigger.

The standard Campaign Template system fields (e.g. njCallDate) are also available in the list of fields.

Actions

The Noojee Zapier app exposes two Actions

• Create call record
• Update call record

Use the create action to create a new lead within Noojee.

Use the update action to update an existing lead within Noojee.

When adding either action to your Zap you will be requested to select the following input parameters.

• Campaign Template
• Campaign
• Allocation

For the Create Action you also need to set the allowDuplicates field. See below for more details.

• Allow Duplicates

You can then set 1 or more fields using data obtain from the trigger (or some other action) in your Zap.

Create Action

The create action will create a new lead in Noojee.

You MUST set a valid phone no. into at least one of the Campaign Template's phone fields.

All other fields are optional.

Duplicates

Under normal circumstances you should set the 'allowDuplicates' field to false.

You can force a lead to be accepted even if it is a duplicate by passing in the field 'allowDuplicates' with a value of 'true'.

The Allow Duplicates field controls whether Noojee will deduplicate the lead.  Using the standard deduplication rules Noojee will reject any lead that you try to create if there is already a lead with the same phone number in the campaign.  If you are using a Deduplication Campaign then setting this to false will cause the lead to be compared to the Deduplication Campaign. There is a significant performance hit incurred if you dedupe against a Deduplication Campaign (new leads can take up to 30 seconds to enter the system although most will arrive in under 2 seconds).

Under normal circumstances you should always set this value to 'false' to stop duplicates. 

You might set this field to true if you have finalised the original lead and now want to call the same lead again.

Update Action

The update action allows you to update the disposition of an existing lead.

You must provide a value for the 'njDisposition' field and either the 'njLead' or the 'njExternalLead' fields.

The 'njLead' and 'njExternalLead' fields are used to identify which lead is going to be updated.

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.