
How the Automation Works
Connecting Call Systems to Your Ticketing Platform
Technical Overview
- Workflow triggers when a call is answered in Dialpad
- Call metadata is captured (caller info, duration, timestamp, direction)
- System checks if an existing ticket exists in Syncro for the caller
- If found, the ticket is updated with call details
- If not found, a new ticket is created with appropriate defaults
- 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.