How the Automation Works

How the Automation Works

Connecting Call Systems to Your Ticketing Platform

Technical Overview

  1. Workflow triggers when a call is answered in Dialpad
  2. Call metadata is captured (caller info, duration, timestamp, direction)
  3. System checks if an existing ticket exists in Syncro for the caller
  4. If found, the ticket is updated with call details
  5. If not found, a new ticket is created with appropriate defaults
  6. Call/ticket data is stored in Google Sheets for reporting

Implementation is straightforward with standard API connections and configurable per technician, requiring minimal setup time for immediate productivity gains.