Slack for Missed Calls with Zapier
Want to get a notification in Slack when someone misses a call? With the call notifications feature and a little help from Zapier or another automation platform. you can set that up in minutes. The system sends a webhook when a call isn’t answered, and Zapier turns that into a message in your Slack channel or DM.
Below, you'll find step-by-step instructions to connect your VoIP environment to Slack using a custom webhook.
Zapier
- Go to Zapier and choose Create a new Zap
- Click on Webhooks under Built in tools
- Then choose Catch hook and click on Continue
- In the Set up trigger screen, click on Continue
- Copy the URL
Portal
- In the telephony management environment, click on Call notifications under Integration and then click on add
- Enter a description, for example 'Slack integration'
- For service, choose Custom
- Under the field Webhook URL enter the URL you copied from Zapier. Then save the call notification.
- Now call one of your phone numbers. The call notifications work for the entire customer environment and not per phone number.
Zapier
Once you have made a call, click Test trigger in Zapier.
Zapier will now indicate that a request has been found.
- In step 2, choose a filter under Built in tools
- In the next step, select only continue if and click the Save + Continue button
This step is different for everyone. In the Filter Setup and Testing step, you specify which phone numbers you want to filter. It's also possible to set this up for the entire company. We explain this situation below.
If a call is not answered, there can be two reasons sent through the call notification. These are:
- busy: The line is busy
- no-answer: There was no answer
We will now fill this in and then test this filter.
In the first field, choose Reason and in the second field choose (Text) Contains and in the third field type no-answer
Then click on + Or
In the next 2 fields, choose the same options, but now enter busy in the third field
and click on Continue
After the filter is set up, an additional step needs to be added and an 'action app' selected. Here, you choose Slack.
Next, you can choose from several options, but the most commonly used are:
- Sending a Send Direct message
- Sending a Send Channel message
Choose the option that best fits the organization.
Once you've made a choice here, it may still be necessary to link Slack with Zapier:
- Select the Zapier->Slack connection
- In the next step, specify which Slack username or Slack channel the message should be sent to
- In the Message text field, enter Missed call from.
- To show the phone number of the missed call, type 'Caller number' at Insert Data which becomes visible when the Message text field is activated.
- Select Caller Number
In the final step, you'll see a preview of how it will look.
- Then click on Test action
- Click on Publish Zap to activate it.