Connect Callyzer and Copilot to Build Intelligent Automations

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Callyzer

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger's when new event occurs.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for Callyzer

Do thisActions

Action is the task that follows automatically within your Callyzer integrations.

Fetch Employee Details

Fetch Employee Details

Retrieves details of registered employees, including numbers and tags.

Fetch Call History Report

Fetch Call History Report

Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.

Fetch Summary Report

Fetch Summary Report

Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.

Fetch Employee Summary Report

Fetch Employee Summary Report

Retrieves call counts, unique clients, and working hours for a given date range.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

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Frequently Asked Questions

How do I start an integration between Callyzer and Copilot?

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

Can we customize how data from Callyzer is recorded in Copilot?

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

How often does the data sync between Callyzer and Copilot?

The data sync between Callyzer and Copilot 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 Callyzer to Copilot?

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 Callyzer and Copilot?

Yes, you can set conditional logic to control the flow of data between Callyzer and Copilot. 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.

Callyzer

About Callyzer

Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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