SkipCalls and Salesflare

How to connect SkipCalls

When appointment Booked in SkipCalls, create meeting, then create call in Salesflare.

SkipCalls is a AI-powered phone system that handles calls and texts automatically with AI agents.

Start a workflow when this happens

Appointment Booked — Triggers when the AI agent successfully books an appointment on your calendar during a call. Includes guest info, time slot, calendar provider, and source call details — perfect for pushing bookings into CRMs or sending confirmation emails.
Estimate Ready — Triggers when SkipCalls calculates an estimate for a job: after the call, when you recalculate it, or when your prices change. Includes the total and line items (in cents), questions still to ask, the message drafted for the customer, and the job and customer details.
Estimate Sent — Triggers when an estimate goes out to the customer by text or email. Includes the estimate (total and line items in cents), the channel, the recipient, the message exactly as sent, and the job and customer details.
Incoming Call Completed — Triggers when your AI receptionist finishes handling an inbound call. Delivered in real time. Includes caller info, transcript summary, and any data the agent collected.
Job Created — Triggers when a call creates a job in SkipCalls Needs you: a callback, a question for you, or a message to send. Includes the job title, objective, urgency, due time, callback number, the customer, the call that created it, and a link to open the job.

Show 6 more triggers

Job Status Changed — Triggers when a job in SkipCalls Needs you changes status: done, not needed, waiting on the customer, snoozed, back in Needs you, or expired. Includes the previous and new status, who changed it (your team, the assistant, or SkipCalls with the reason), the job and the customer.
New SMS Received — Triggers when an inbound SMS arrives at one of your SkipCalls numbers. Delivered in real time via webhook.
Outbound Call Completed — Triggers when an AI-powered outbound call finishes. Delivered in real time via webhook. Includes summary, collected data, evaluation results, and recommended next action.
Outbound Call Failed — Triggers when an outbound call fails — no answer, busy, network error, rejected, or cancelled. Use to trigger retry logic or alert flows.
Outbound SMS Sent — Triggers when an SMS is successfully sent from one of your SkipCalls numbers — whether the agent generated it automatically or it was sent manually.
SMS Delivery Failed — Triggers when an outbound SMS fails to deliver (carrier error, invalid number, blocked recipient, etc.). Use to alert on deliverability issues.

Things Salesflare can make it do

Schedule Outbound Call — Schedule an AI-powered outbound phone call. The AI agent dials at the scheduled time (or immediately if omitted) and carries out the given goal.
Send SMS Reply — Send a reply into an existing SMS conversation. Pair this with the "New SMS Received" trigger: pass the Conversation ID from the trigger into this step to reply from the same number.

Look up existing records

Find Incoming Calls — Search inbound call history, optionally filtered by caller phone number or status. Returns the most recent 50 matches.
Find Outbound Calls — Search past outbound calls, optionally filtered by status or phone number. Returns the most recent 50 matches.
Find SMS Conversation — Look up SMS conversations by the customer phone number (or return the most recent conversations if no number is given). Useful as a dynamic source for the "Send SMS Reply" action.