Reliable PBX and Salesflare

How to connect Reliable PBX

When contact Updated in Reliable PBX, find or create contact in Salesflare.
When new Appointment Request in Reliable PBX, create meeting, then create call in Salesflare.
When new Booking in Reliable PBX, create meeting, then create call in Salesflare.
When new Contact in Reliable PBX, find or create contact in Salesflare.
When new Work Order in Reliable PBX, create opportunity, then find or create contact in Salesflare.

We connect local businesses to the rest of the universe with a powerful VoIP business phone system.

Start a workflow when this happens

Booking Cancelled — Triggers when a booked appointment is cancelled.
Call Completed — Triggers in real-time when a call in ReliablePBX is completed.
Call Recording Ready — Triggers when a ReliablePBX call recording or transcript is ready. Use this to save the recording and transcript after the call ends.
Calling Agent Call Finished — Triggers when a Calling Agent call finishes.
Contact Updated — Triggers in real-time when a contact is updated in ReliablePBX Phonebook.

Show 12 more triggers

Deleted Contact — Triggers in real-time when a contact is deleted in ReliablePBX Phonebook.
Incoming Call — Triggers in real-time when a call starts ringing on a ReliablePBX DID.
Missed Call — Triggers in real-time when a call to ReliablePBX is missed.
New Appointment Request — Triggers when a caller asks for an appointment and nothing is booked yet.
New Booking — Triggers when the Calling Agent books an appointment.
New Contact — Triggers in real-time when a new contact is created in ReliablePBX Phonebook.
New Escalation — Triggers in real-time when a new escalation is created.
New Message — Triggers when the Calling Agent takes a new message for your company.
New SMS Received — Triggers in real-time when a new SMS is received on a ReliablePBX DID.
New Voicemail — Triggers in real-time when a new voicemail is received in ReliablePBX.
New Work Order — Triggers in real-time when a new Work Order is created.
SMS Sent — Triggers in real-time when an SMS is sent from ReliablePBX.

Things Salesflare can make it do

Create Contact — Creates a new contact in your ReliablePBX Phonebook.
Delete Contact — Deletes a contact from your ReliablePBX Phonebook.
Place Call V2 — Places a click-to-call from ReliablePBX. Rings the connected user's extension, then connects the destination number.
Send SMS V2 — Sends an SMS from a ReliablePBX phone number to a destination number.
Update Calling Agent Task — Updates a Calling Agent message or appointment request.

Show 1 more actions

Look up existing records

Find Contact — Finds a contact in ReliablePBX by phone, email, name, or contact ID.
Get Call Recording — Fetches the recording URL, transcript, and summary for one ReliablePBX call.
Search Call History — Finds past ReliablePBX calls by phone, direction, and date.

Shared Inbox for Team Email, SMS & WhatsApp accounts

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Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.