How to trigger workflow on PBX Manager for vTiger

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How to trigger workflow on PBX Manager for vTiger

September 17, 2020 Leave a commentVtiger 7.2By Nimesh M.

PBXManager in vTiger is an important module for telephony integration.
CRMTiger got a request from a customer to integrate PBX Manager with Workflow, so every call recorded to PBX Manager, either by customer or user, will get a notification or any other updates through Workflow.

Normally vTiger isn’t offering PBXManager as part of the workflow.

Once PBX manager is added to the workflow, it will have the option to define the condition of various fields of PBX manager.

Advantage of Workflow with PBX Manager:

Auto-update fields based on status of Call.
Email notification to Users/customer once call has finished, Auto sends more information to customer via email/SMS through workflow.

Hope you found this blog useful.

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About the author

Nimesh M.

Nimesh is a Business strategist, helping CRMTiger to spread their expertise in CRM solutions for all industries among businesses which has been proven a Boost-up factor in the digital aura worldwide.