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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.

Contact Activated

Contact Activated

Triggers when a contact has been created manually or automatically.

Contact Merged

Contact Merged

Triggers when two contacts are merged.

Contact Updated

Contact Updated

Triggers when a Contact is updated.

Contact Group Added

Contact Group Added

This trigger activates when a contact group is added.

Contact Group Removed

Contact Group Removed

This triggers when a contact is removed from a group.

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 Contact

Create Contact

Creates a new contact.

Update Contact

Update Contact

Updates an existing contact.

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Frequently Asked Questions

How do I start an integration between Callyzer and TidyHQ?

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

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

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

How often does the data sync between Callyzer and TidyHQ?

The data sync between Callyzer and TidyHQ 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 TidyHQ?

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 TidyHQ?

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

About TidyHQ

When your group needs to collect membership dues, communicate with everyone and keep track of your finances and more, TidyHQ has you covered.

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