Integrate Teambook with CloudTalk
Send information between Teambook and CloudTalk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teambook and CloudTalk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Client added
Triggers when a new client is added
User added
Triggers when a new user is added
Agent created
Triggers when a new agent is created
Call created
Triggers when a new call of the selected type is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create user
Creates a new user
Create booking
Creates a new booking
Create client
Creates a new client
Send SMS
Sends an SMS message
Create agent
Creates a new agent
Create contact
Creates a new contact
Add activity
Adds an activity to an existing contact
Add note
Adds a note to an existing contact
Update contact
Updates the details of an existing contact
Update agent
Updates the details of an existing agent
Fetch contact
Fetches the details of an existing contact using ID or keyword
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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What is CloudTalk?
CloudTalk is an intuitive cloud-based call center software solution for sales and support teams of all sizes. It also lets you integrate your phone system with the most popular CRM, ecommerce, and helpdesk systems.
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