Connect Dialpad and Worksection to Build Intelligent Automations

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Dialpad

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Worksection

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when a new project is created.

New Project Task

New Project Task

Retrieve tasks created within a recent time window for the selected project.

New Comment in Task

New Comment in Task

Detects new comments added to a selected task in a project and returns their details.

Task Completed in Project

Task Completed in Project

Return tasks from the selected project that were marked done within the specified recent time period.

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Do thisActions

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

Create Contact

Create Contact

Creates a new contact in your Dialpad account.

Update a Contact

Update a Contact

Update a contact in your Dialpad account.

Create a Channel

Create a Channel

Creates a new channel in your Dialpad account.

Create Project

Create Project

Adds a new project into your account.

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Frequently Asked Questions

How do I start an integration between Dialpad and Worksection?

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

Can we customize how data from Dialpad is recorded in Worksection?

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

How often does the data sync between Dialpad and Worksection?

The data sync between Dialpad and Worksection 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 Dialpad to Worksection?

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 Dialpad and Worksection?

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

Dialpad

About Dialpad

Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.

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Worksection

About Worksection

Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.

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