Connect CallHub and Charles Schwab to Build Intelligent Automations
Enable Integrations or automations with these events of CallHub and Charles Schwab
Enable Integrations or automations with these events of CallHub and Charles Schwab
Triggers
Agent Activates Account
Runs when Agent Activates Account.
New Note Added
Triggers when a new note is added by an agent for any call center campaign in your CallHub account.
New Text Message Received
Triggers when you receive a text message for any SMS campaign in your CallHub account.
Transfer Digit Pressed
Triggers when the transfer digit is pressed in a voice broadcast campaign
Actions
Create Contact
Add a new contact to CallHub.
Invite an agent
Create a new agent account and send them an invitation email.
Update a contact
Update a contact in CallHub using their phone number or contact ID.
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Frequently Asked Questions
To start, connect both your CallHub and Charles Schwab accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHub triggers actions in Charles Schwab (or vice versa).
Absolutely. You can customize how CallHub data is recorded in Charles Schwab. This includes choosing which data fields go into which fields of Charles Schwab, setting up custom formats, and filtering out unwanted information.
The data sync between CallHub and Charles Schwab typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between CallHub and Charles Schwab. 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.
About CallHub
CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.
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About Charles Schwab
Charles Schwab is a leading provider of financial services, offering a wide range of investment products, banking services, and financial advisory solutions. With a focus on empowering individual investors and institutions, Schwab provides tools and resources to help clients make informed financial decisions and achieve their financial goals.
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