This automation scenario allows you to connect net2phone and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in net2phone
Triggers when a call is missed. (Gen V, Gen X, Gen U)
Then this action happens in Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Send Slack direct messages for new missed calls in net2phone.
Part I
First, we need to connect net2phone and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect net2phone to Zapier.
Give Zapier access to your net2phone account, using net2phone credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for net2phone
Choose the following trigger: Call Missed (Triggers when a call is missed. (Gen V, Gen X, Gen U)).
Then set up an Action for Slack
Choose this action: Send Direct Message (Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between net2phone and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack direct messages for new missed calls in net2phone!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a huddle meeting. (Gen P, Gen V, Gen X, Gen U)You need to add one more action in order to receive the huddle meeting information. Ex. an email with the information or a SMS.
Place a call on your Versature phone to the given number
Check if a number is portable to Versature
Get the info for the current signed in user. (No Office Manager scope required)
Logs an agent into a queue to take calls. (Unite 1.0, Unite 1.5, Unite 2.0)
Logs agent's device out of the given queue.
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