Workflow Automations
Workflow setup and common configurations
By Monika and 2 others3 authors15 articles
- Workflow Automations guideThis guide explains how to set up CloudTalk’s Workflow Automations, using triggers, conditions, and actions to streamline tasks, automate messaging, and integrate with external tools.
- Configuring Workflow AutomationsWorkflow Automation is an efficient way of streamlining business processes, especially in customer support and sales departments.
- TriggersLearn how to use Triggers in your Workflow Automations
- ConditionsLearn how to use Conditions in your Workflow Automations
- ActionsLearn how to use an Action in your Workflow Automations
- Automate a Welcome SMSUse our workflow automations to send new contacts a text to welcome their business
- Speech-to-Text TranscriptionSet up a automated transcription and export of call transcripts using workflow automations.
- Send Transcriptions to SlackOur workflow automations allow you to forward transcribed calls to your company Slack.
- Automate Contact TagsCreate an automated Workflow to add tags to contacts that meet certain criteria
- Automate a Follow-up SMSSet up an automated followup SMS using Workflow Automations
- Forward Incoming SMS to SlackOur workflow automations allow you to forward inbound SMS messages to your company Slack.
- Export Survey AnswersUsing Workflow Automations, we can export survey responses from a campaign to a preferred CRM system
- HubSpot AuthenticationHow the HubSpot API authenticates requests from workflow automations within CloudTalk
- Cue CardsCue Cards help your agents by showing up-to-date details, like client history, deal status, or custom call scripts.
- How to Route Calls to the Previously Present AgentEnsure calls are routed to the most recent agent who communicated with the client.