Communication · CONNECTIONKeep HalloPetra's contacts and employees in step, create tasks, and list call flows, forms and fields.
Explore 11 workflow actions for HalloPetra, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Add someone to the HalloPetra contact directory, so Petra knows them by name next time.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a colleague Petra can transfer calls to. They also appear as a contact in the Mitarbeiter group.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Put a task on the list for the team, specific members or Petra. Needs the tasks module on the account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove an employee. Their contact in the Mitarbeiter group stays.
A repeated request may repeat the external action. Review the previous result before retrying a write.
One employee.
Call flows with their status, to scope the trigger's call events.
Employees, optionally by a name search or call transfer setting, a page at a time.
Contact field definitions with their keys; priority hidden marks internal fields.
Forms, to scope the trigger's form events.
Change a contact. Only the fields given change; fields merge key by key.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change an employee. Only the fields given change; tags and additional numbers are replaced as a whole.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in HalloPetra. A saved workflow is not a completed provider action.
