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Customize your Cobblestone Contract Management Software and Talkdesk integration with the following
triggers and actions.
Triggers
When this happens…
Cobblestone Contract Management Software
- New & Updated recordsNew/updated records in Contract Insight.
- New recordsNew records created in Contract Insight.
- Updated recordsRecords updated in Contract Insight.
Any other trigger you can think up
Talkdesk
- New Contact is Created Real-timeNew Contact is Created in Talkdesk
- Inbound Call reaches Contact Center Real-timeAn Inbound Call Reaches Contact Center
- OutBound Call Ends Real-timeOutBound Call Ends in Talkdesk
Any other trigger you can think up
Actions
Do this…
Cobblestone Contract Management Software
- Download binary file by criteriaDownload a binary file for a given entity.
- Get list of records by criteriaPull list of records for a given entity.
- Insert single recordCreate a new a record for a specified entity/area.
- Update records by criteriaUpdate record(s) for a specified entity/area.
- Upload mime contentCreate a new binary record for a specified entity/area.
Any other action you can think up
Talkdesk
- Custom actionCustom action in Talkdesk Connector (Custom)
- Create CallbackCreate Callback in Talkdesk
- Create subscriptionCreate subscription in Talkdesk
- Create UserCreate a new user in Talkdesk
- Download reportDownload report in Talkdesk
- Get Contact by IDGet Contact by ID in Talkdesk
- Get subscriptionGet subscription in Talkdesk
- Get user by emailGet User by email in Talkdesk
- List queriesList queries in Talkdesk
- Update subscriptionUpdate subscription in Talkdesk
Any other action you can think up
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