Clari and Talkdesk integrations and automations

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Customize your Clari and Talkdesk integration with the following triggers and actions.

Triggers

When this happens…

Talkdesk

New Contact is Created Real-time
New Contact is Created in Talkdesk
Inbound Call reaches Contact Center Real-time
An Inbound Call Reaches Contact Center
OutBound Call Ends Real-time
OutBound Call Ends in Talkdesk

Any other trigger you can think up

Actions

Do this…

Clari

Stop or cancel an in-progress job
Stop or cancel an in-progress job in Clari
Create a new Forecast Export
Create a new Forecast Export in Clari
Custom action
Custom action in Clari
View all jobs initiated by the connection user
View all jobs initiated by the connection user in Clari
View the status of a given export using its Job ID
View the status of a given export using its Job ID in Clari
Retrieve and save Forecast Export content
Retrieve and save Forecast Export content in Clari
View limit information for your organization
View limit information for your organization in Clari

Any other action you can think up

Talkdesk

Custom action
Custom action in Talkdesk Connector (Custom)
Create Callback
Create Callback in Talkdesk
Create subscription
Create subscription in Talkdesk
Create User
Create a new user in Talkdesk
Download report
Download report in Talkdesk
Get Contact by ID
Get Contact by ID in Talkdesk
Get subscription
Get subscription in Talkdesk
Get user by email
Get User by email in Talkdesk
List queries
List queries in Talkdesk
Update subscription
Update subscription in Talkdesk

Any other action you can think up

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