Connect Needle and Call Assist to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Needle
Choose an Action
Automatically do this!
- Request a new Action for Call Assist
Enable Integrations or automations with these events of Needle and Call Assist
Enable Integrations or automations with these events of Needle and Call Assist
Actions
Create Collection
Create a new Collection.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Needle and Call Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Needle triggers actions in Call Assist (or vice versa).
Absolutely. You can customize how Needle data is recorded in Call Assist. This includes choosing which data fields go into which fields of Call Assist, setting up custom formats, and filtering out unwanted information.
The data sync between Needle and Call Assist 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 Needle and Call Assist. 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 Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn MoreAbout Call Assist
Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.
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