The Call Status Trigger is a workflow trigger that runs on both outbound and inbound calls. This trigger can be activated by call directions and statuses, either from the current workflow or from another workflow linked to it. By using this trigger, businesses can customize their workflows to automate specific actions based on call statuses, improving efficiency and streamlining their communication process.

Adding the Call Status Trigger #

To get started, click on Add New Trigger and select Call Details. This will allow you to define call-based conditions for your automation.

Adding Filters #

You can filter your trigger by clicking “Add Filter” and selecting Call Direction, Call Status, Custom Disposition, or In Workflow.

Call Direction #

The Call Direction filter enables users to select the direction of the call, either as an incoming or outgoing call.

• Incoming Call: Selecting the “Incoming” call, the workflow is triggered when a contact (new leads or old contacts) calls in.
• Outgoing Call: The workflow is triggered on calls placed out to the contact.

Call Status #

The system automatically tracks the status of every call made and triggers them based on the status of the call. This filter gives you the ability to fire the automation when the call details trigger in another workflow. You can choose the workflow from the dropdown menu.

• Busy: The contact’s number was engaged during the call.
• Canceled: The call was canceled before being answered.
• Completed: The call was successfully connected, and you spoke with the contact.
• Not Answered: The call went unanswered by the contact.
• Voicemail: The call was directed to the contact’s voicemail.

Custom Disposition #

The Custom Disposition filter allows you to limit the automation triggering to only contacts you’ve assigned one of your selected dispositions at the end of the call. Choose which ones to include by checking the box next to them in the dropdown menu.

In Workflow #

The In Workflow filter allows you to activate automation when the call details are linked to another workflow. Simply choose the desired workflow from the dropdown menu to connect the processes.

Remember to Save the Trigger once configured. The Call Status Trigger helps businesses automate actions based on call events, optimizing communication and saving valuable time. By customizing filters for call direction, call status, and workflow connections, you can create seamless workflows tailored to your business’s operational needs.

Frequently Asked Questions #

Does the Call Status Trigger work for both inbound and outbound calls? #

Yes. The trigger runs on both incoming and outgoing calls, and you can narrow it down using the Call Direction filter.

What call statuses can I trigger on? #

You can trigger on Busy, Canceled, Completed, Not Answered, and Voicemail statuses.

What is a custom disposition? #

A custom disposition is a label you assign at the end of a call. The Custom Disposition filter lets you trigger the workflow only for calls tagged with the dispositions you select.

Can I trigger this workflow from another workflow? #

Yes. The In Workflow filter lets you activate the automation when the call details are linked to another workflow you choose.

How do I filter for missed calls? #

Use the Call Status filter and select Not Answered or Voicemail to trigger on calls the contact did not pick up.

Do I need to save the trigger after configuring filters? #

Yes. Always click Save on the trigger once you have set your filters so the configuration takes effect.