Automate Dialpad Call Logging to Syncro & Google Sheets
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Automatically log incoming Dialpad calls as tickets or ticket comments in Syncro, enhancing customer service and record-keeping. This workflow identifies callers, updates an existing open ticket if found, or creates a new one, then logs details to Google Sheets for auditing.
About This Workflow
This n8n workflow seamlessly integrates Dialpad call events with Syncro PSA and Google Sheets, streamlining customer support operations. When an incoming call from Dialpad is received, the workflow intelligently searches Syncro for the customer and any active, unclosed tickets. If any active tickets are identified, the first one found is automatically updated with a new comment detailing the call. If no active tickets are found for the caller, a new support ticket is created in Syncro. Finally, all call and corresponding Syncro ticket information is meticulously logged into a designated Google Sheet, providing a comprehensive audit trail and valuable insights into customer interactions.
Key Features
- Dialpad Call Trigger: Initiates the workflow automatically upon receiving an incoming call event from Dialpad, ensuring real-time logging.
- Intelligent Customer Matching: Automatically searches and identifies existing customers and their contact details in Syncro based on the incoming phone number.
- Conditional Ticket Management: Smartly decides whether to update an existing open ticket (if any are found) by adding a comment, or create a brand new support ticket if no active tickets currently exist for the customer.
- Dynamic Ticket Details: Populates Syncro tickets with relevant information, including the caller's name, phone number, and a descriptive subject line.
- Centralized Activity Logging: Records all Dialpad call IDs and their corresponding Syncro ticket IDs into a Google Sheet for easy tracking, auditing, and reporting.
How To Use
- Configure Webhook: Set up a Dialpad webhook to send incoming call events to your n8n
Webhooknode's URL (e.g.,yourn8ninstance.com/webhook/moezdialpad). - Set up Syncro Credentials: Create an HTTP Header Auth credential named "Syncro" in n8n, providing your Syncro API token for seamless integration.
- Define Environment Variables: In the
EnvVariablesnode, specify yoursyncro_baseurl(e.g.,https://yourcompany.syncromsp.com) and a defaultuser_idto assign newly created or updated tickets. - Google Sheets Integration: Create a Google API credential in n8n for Google Sheets. Update the
Google SheetsandGoogle Sheets1nodes with your specificsheetIdwhere you wish to log call and ticket data. - Activate Workflow: Once configured, enable the workflow to start automatically processing Dialpad call events.
Apps Used
Workflow JSON
{
"id": "0773e17d-86b6-4f70-b313-a34fd0e8187d",
"name": "Automate Dialpad Call Logging to Syncro & Google Sheets",
"nodes": 9,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 0773e17d-86b6...
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