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Trigger “Incoming Call” event
Through aNinja Triggers, you can configure automatically firing a trigger action to handle a trigger event like “Incoming call”.
If you missed a call from a lead, or your line was busy, or even if you answered their call, you might want to send them an automation to honor their call.
Setting a trigger event to handle an incoming call
- On the left sidebar, click on Automations > Triggers
- Hit + Add Trigger
- In the Trigger Event:
- Choose “Incoming Call”.
- From the dropdown, specify the type of the call:
- Missed Call
- Completed
- Busy
- In the Trigger Action:
- Set the trigger action you want to fire in response to the type of call.
- You can add multiple actions to be executed when the event takes place.
Example 1:
- On an event that is “Incoming call”
-
- Call type: “Missed call”
-
- Choose to execute an action to “[Lead assignment] Assign to User”.
This allows you to assign a user to follow up with the lead after missing their call and send them a text to honor their call.
Example 2:
- On an event that is “Incoming call”
-
- Call type: “Complete”
-
- Choose to execute a first action to “[Sequence > Text] Start Text Sequence”
- Choose to execute a second action to [Workflow Step Status] Update Workflow Step Status.
This way, after completing a call with a lead, you can send them a thank you message, and update their workflow status to “Contacted” for example.