PBX GUI - Zapier for Sangoma
Table of Contents
- 1 Pre-Requirements
- 2 What is Zapier?
- 2.1 Post Slack alerts for new Sangoma inbound calls
- 2.2 Search call data in Sangoma and email results via Gmail with new emails in Gmail
- 2.3 Send emails via Gmail for new Sangoma inbound calls
- 2.4 Update Salesforce records with new Sangoma outbound calls
- 2.5 Add Microsoft Excel rows for new Sangoma inbound calls
- 2.6 Create leads in Microsoft Dynamics 365 CRM from new Sangoma outbound calls
- 2.7 Create events in Google Calendar from new outbond calls in Sangoma
- 2.8 Update Google Sheets spreadsheet rows for new Sangoma outbound calls
- 2.9 Create SugarCRM 7+ records from new Sangoma outbound calls
- 3 Additional Resources
Zapier is an online automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks. (https://zapier.com/learn/getting-started-guide/what-is-zapier/ )
"Zapier makes it easy for you to move data between your apps without being a developer."
Beta Release
Starting from 2021 May 5th, Sangoma Zapier integration v 1.0.0 is available at https://www.zapier.com. Check It Out!
Pre-Requirements
One of the fundamental requisites of using Sangoma - Zapier is to have either FreePBX or PBXact with Sangoma CRM Module installed and licensed for use. This module comes free of charge if you own a PBXact System (see all include features here ). On FreePBX, the CRM Module is available as an Add-on: further details here.
What is Zapier?
▪Zapier is the glue that connects thousands of web apps.
▪Zaps are workflows that connect your apps, so they can work together.
▪Zaps start with a trigger—an event in one of your apps that kicks off your workflow.
▪Zaps automate tasks in the background, so you can focus on more important work.
Zapier allows you to connect in a simple way to more than 3000 other integrations
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Incoming API connections work on the same port you defined in the System Admin - Port Management.
The standard HTTP port for PBXact deployments is 2001. You need PBX Admin Access ports to be accessible to receive API calls from Zapier infrastructure.
Post Slack alerts for new Sangoma inbound calls
Sangoma + Formatter by Zapier + Slack
Search call data in Sangoma and email results via Gmail with new emails in Gmail
Gmail + Sangoma
Send emails via Gmail for new Sangoma inbound calls
Sangoma + Gmail
Update Salesforce records with new Sangoma outbound calls
Sangoma + Salesforce
Add Microsoft Excel rows for new Sangoma inbound calls
Sangoma + Microsoft Excel
Create leads in Microsoft Dynamics 365 CRM from new Sangoma outbound calls
Sangoma + Microsoft Dynamics 365 CRM
Create events in Google Calendar from new outbond calls in Sangoma
Sangoma + Google Calendar
Update Google Sheets spreadsheet rows for new Sangoma outbound calls
Sangoma + Google Sheets
Create SugarCRM 7+ records from new Sangoma outbound calls
Sangoma + SugarCRM