Startel CMC and Salesflare
How to connect Startel CMC
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, add OnCall Assignment in Startel CMC.
About Startel CMC
The Startel CMC is a best-in-class contact management system for contact centers and telephone answering services.
Startel CMC operations on Zapier
Triggers (1)
Start a workflow when this happens
- New IntelliForm — Triggers when a new IntelliForm is saved or filed on the specified Client ID.
Actions (5)
Things Salesflare can make it do
- Add IntelliForm — Create a new IntelliForm for the specified Client ID
- Add Note — Add a Note (activity trace comment) to the specified Form ID
- Add OnCall Assignment — Creates a new assignment on the specified CMC OnCall schedule
- Display System Notification — Generates a System Notification action, useful for making agents aware a Zap has failed.
- Mark Complete — Mark an IntelliForm as "Complete" (filed/delivered)
Searches (3)
Look up existing records
- Find Member by Name — Use a person's name to look up their Member ID
- Get Notes — Get the Notes (activity trace) associated with the specified Form ID
- Get OnCall Assignments — Get upcoming assignments from the CMCOnCall schedule for the specified client ID
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