Who is this workflow for? Streamline your support workflow by automatically transferring answered Dialpad call information into Syncro. This integration creates new tickets or updates existing ones, ensuring your team stays informed and responsive without manual data entry..

What does this workflow do?

  • Trigger on Answered Dialpad Call: The workflow activates when a call is answered in Dialpad, capturing essential call details.
  • Create or Update Ticket in Syncro:
  • If the call pertains to a new issue, a new ticket is created in Syncro.
  • If related to an existing ticket, the workflow updates that ticket with the call information.
  • Log Information to Google Sheets: Call and ticket details are saved to a designated Google Sheet, facilitating data tracking and integration with the dialpad_to_syncro_timer.json workflow.
  • Conditional Processing: The workflow can be configured to process only inbound or outbound calls by adding an IF condition, ensuring relevance to your specific needs.
  • Individual Workflows for Technicians: Set up separate workflows for each technician to manage call assignments and ticket distribution effectively.

🤖 Why Use This Automation Workflow?

  • Efficiency: Eliminate the need to manually log call details, saving time and reducing errors.
  • Consistency: Ensure all call information is uniformly recorded in Syncro, enhancing data reliability.
  • Scalability: Easily manage calls for multiple technicians by setting up individual workflows, accommodating team growth.

👨‍💻 Who is This Workflow For?

This workflow is ideal for Managed Service Providers (MSPs) and support teams that use Dialpad for communication and Syncro for ticket management. It benefits those seeking to enhance their operational efficiency by automating the integration between their call and ticketing systems.

🎯 Use Cases

  1. Support Ticket Creation: Automatically generate a new Syncro ticket whenever a customer makes an answered call, ensuring no request is overlooked.
  2. Ticket Updates: Append call details to existing tickets, providing a comprehensive history of customer interactions.
  3. Performance Tracking: Log call and ticket information in Google Sheets for analysis and reporting, aiding in performance monitoring and decision-making.

TL;DR

This workflow seamlessly bridges Dialpad and Syncro, automating the creation and updating of support tickets based on call activity. By integrating with Google Sheets and supporting individual technician workflows, it enhances efficiency, ensures data consistency, and supports scalable support operations.

For more details and to access the workflow, visit the MSP Collection on GitHub.

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