Connect CallHub and ClientSuccess

Both apps 41CallHub 26ClientSuccess 15

• Trigger
  New Contact

  Triggers when a new contact is added to your CallHub account.

• Trigger
  New Phonebook

  Triggers when a new phonebook is created in your CallHub account.

• Action
  Add Contacts to Phonebook

  Adds existing contacts to a phonebook.

• Action
  Add Number to DNC List

  Adds a phone number to a Do Not Contact list so campaigns skip it.

• Action
  Add Tag to Contact

  Adds a tag to a contact.

• Action
  Create DNC List

  Creates a Do Not Contact list.

• Action
  Create New Agent

  Invites a new agent to make calls in call center campaigns.

• Action
  Create or Update Contact

  Creates a contact in CallHub with a phone number and optional name, email and address details.

• Action
  Create Phonebook

  Creates a phonebook to hold contacts for campaigns.

• Action
  Create Tag

  Creates a tag in CallHub that you can apply to contacts.

• Action
  Create Team

  Creates a team that agents can be grouped into.

• Action
  Delete Agent

  Deletes an agent.

• Action
  Delete Contact

  Deletes a contact from CallHub.

• Action
  Delete Phonebook

  Deletes a phonebook.

• Action
  List Agents

  Returns a page of agents in your account.

• Action
  List Contacts

  Returns a page of contacts in your CallHub account.

• Action
  List Custom Fields

  Returns the custom contact fields in your account.

• Action
  List DNC Lists

  Returns a page of Do Not Contact lists.

• Action
  List Phonebook Contacts

  Returns a page of the contacts in a phonebook.

• Action
  List Phonebooks

  Returns a page of phonebooks in your CallHub account.

• Action
  List Teams

  Returns the agent teams in your account.

• Action
  Remove Contacts from Phonebook

  Removes contacts from a phonebook without deleting them.

• Action
  Update Call Center Campaign Status

  Starts, pauses or ends a call center campaign.

• Action
  Update Phonebook

  Renames a phonebook or changes its description.

• Action
  Update SMS Campaign Status

  Starts, pauses or ends an SMS broadcast campaign.

• Action
  Update Voice Broadcast Status

  Starts, pauses or ends a voice broadcast campaign.

• Trigger
  New Client

  Triggers when a new client is added in ClientSuccess.

• Trigger
  New Contact

  Triggers when a new contact is created in ClientSuccess.

• Trigger
  New Contract

  Triggers when a new contract is added to a ClientSuccess client.

• Trigger
  New Pulse

  Triggers when a new pulse is recorded on a ClientSuccess client.

• Trigger
  New Task

  Triggers when a new task is added in ClientSuccess.

• Action
  Create Client

  Creates a new client (customer account) in ClientSuccess.

• Action
  Create Contact

  Creates a new contact on a ClientSuccess client.

• Action
  Create Contract

  Creates a new contract for a ClientSuccess client.

• Action
  Create Engagement Interaction

  Logs an engagement interaction (client note) on a ClientSuccess client.

• Action
  Create Pulse

  Records a new pulse (health sentiment) on a ClientSuccess client.

• Action
  Create Task

  Creates a new task in ClientSuccess, optionally tied to a client.

• Action
  Find Client by External ID

  Finds ClientSuccess clients whose external system ID matches the one given.

• Action
  Find Client by ID

  Returns one ClientSuccess client by its UUID.

• Action
  Find Contact

  Finds ClientSuccess contacts by email, name or client.

• Action
  Update Task

  Updates a ClientSuccess task's name, description, due date or completion; only the fields you fill in change.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.