Connect CallHub and SetSmart

Both apps 46CallHub 26SetSmart 20

• 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
  AI Switched Off

  Triggers when the AI is switched off for a SetSmart lead.

• Trigger
  Failed Message

  Triggers when a message to a SetSmart lead fails to send.

• Trigger
  Lead Accepts to Book a Sales Call

  Triggers when a SetSmart lead agrees to book a sales call.

• Trigger
  Lead Answered

  Triggers when a SetSmart lead answers the AI for the first time.

• Trigger
  New Lead

  Triggers when a new lead (conversation) is created in SetSmart.

• Trigger
  New Resume for Lead

  Triggers when the SetSmart AI generates or updates a lead's qualification summary.

• Action
  Add Tag

  Adds one or more tags to a SetSmart contact. Identify the contact by ID, phone or email.

• Action
  Cancel Scheduled Message

  Cancels a pending scheduled template message before it is sent.

• Action
  Export Conversations

  Exports SetSmart conversations with contact info, qualification data and full message transcripts, one page at a time.

• Action
  Find Contact

  Finds SetSmart contacts by contact ID, phone, email, Instagram username or tag, and returns their lead details.

• Action
  Import New Contact

  Imports a new lead into SetSmart and, unless turned off, sends them a WhatsApp template message. Duplicates are detected by SetSmart.

• Action
  List Scheduled Messages

  Lists scheduled WhatsApp template messages, filtered by status, template, contact or date range.

• Action
  Remove Tags

  Removes one or more tags from a SetSmart contact and returns the tags that remain.

• Action
  Send Template Message to Existing Contact

  Sends (or schedules) a WhatsApp template message to a SetSmart contact, optionally creating the contact if missing.

• Action
  Set Lead to Booked

  Marks a SetSmart lead as booked (or un-books it), optionally with the appointment time and Calendly event.

• Action
  Set Lead to Sold

  Records a sale on a SetSmart lead, with amount, currency and your own sale ID.

• Action
  Turn Off AI

  Turns off the SetSmart AI for a contact, so it stops replying to that lead. Identify the contact by ID, phone or email.

• Action
  Turn On AI

  Turns the SetSmart AI back on for an existing contact, so it resumes replying. Identify the contact by ID, phone or email.

• Action
  Update Custom Fields

  Adds, updates or removes custom fields on a SetSmart contact; new values merge with existing ones.

• Action
  Update Notes to Existing Contact

  Sets the notes on an existing SetSmart contact. Identify the contact by ID, phone or email.

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