Connect CallHippo and Vertex to Build Intelligent Automations

Choose a Trigger

CallHippo

When this happens...

Choose an Action

Vertex

Automatically do this!

Enable Integrations or automations with these events of CallHippo and Vertex

Enable Integrations or automations with these events of CallHippo and Vertex

Triggers

Call Log Activity

Call Log Activity

Triggers when there's a new call.

New SMS Activity

New SMS Activity

Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.

Request a new Trigger for CallHippo

Actions

Get All Users

Get All Users

Get all users in the account

Create a Contact

Create a Contact

Create a new contact.

List All Campaign

List All Campaign

List all the campaign in the account.

Send SMS

Send SMS

Send SMS through CallHippo

Request a new Action for CallHippo

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Frequently Asked Questions

How do I start an integration between CallHippo and Vertex?

To start, connect both your CallHippo and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in Vertex (or vice versa).

Can we customize how data from CallHippo is recorded in Vertex?

Absolutely. You can customize how CallHippo data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.

How often does the data sync between CallHippo and Vertex?

The data sync between CallHippo and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from CallHippo to Vertex?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between CallHippo and Vertex?

Yes, you can set conditional logic to control the flow of data between CallHippo and Vertex. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

CallHippo

About CallHippo

CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.

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Vertex

About Vertex

Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.

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