Who is this workflow for? This workflow automates the process of transferring Dialpad call data to Syncro. After a call concludes, the workflow captures essential details such as the start and end times, along with the contact or customer name and number, and updates Syncro by creating a ticket timer entry..

What does this workflow do?

  • Dialpad Integration: The workflow initiates by connecting to Dialpad to retrieve call information once a call is disconnected.
  • Data Extraction: Extracts relevant details including the call’s start and end times, and the contact or customer’s name and number.
  • Data Transformation: Formats the extracted data to match Syncro’s ticket timer requirements.
  • Syncro Update: Sends an HTTP request to Syncro’s API to update the corresponding ticket with the new timer entry.
  • Notification: Optionally, sends a notification via Slack or another integrated tool to inform relevant team members of the update.
  • Logging and Monitoring: Records the workflow execution details in Google Sheets or Notion for auditing and monitoring purposes.

🤖 Why Use This Automation Workflow?

  • Streamlined Data Management: Automatically logs call information into Syncro, eliminating the need for manual entry.
  • Enhanced Accuracy: Reduces the risk of human error by ensuring consistent and precise data transfer.
  • Time Efficiency: Frees up valuable time for your team to focus on more critical tasks by automating routine updates.

👨‍💻 Who is This Workflow For?

This workflow is ideal for Managed Service Providers (MSPs) and businesses that use Dialpad for communications and Syncro for ticketing and service management. It is particularly beneficial for teams seeking to integrate their call data seamlessly into their service workflows without manual intervention.

🎯 Use Cases

  1. Service Ticket Management: Automatically update service tickets with call durations and customer information to maintain accurate records.
  2. Billing and Time Tracking: Utilize call duration data in Syncro for accurate billing and time tracking for customer projects.
  3. Customer Relationship Management: Enhance CRM systems by integrating call logs, providing comprehensive insights into customer interactions.

TL;DR

This workflow efficiently bridges Dialpad and Syncro, ensuring that post-call information is accurately and automatically recorded in your ticketing system. By leveraging this automation, teams can enhance their operational efficiency, maintain precise records, and focus more on delivering exceptional service to their customers.

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