Connect Relatel to Trainual

Both apps 43Relatel 23Trainual 20

• Trigger
  New Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

• Action
  Add group

  Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects.

• Action
  Archive User

  Archives (deactivates) a Trainual user so they can no longer access the account.

• Action
  Assign Roles

  Assigns a user to a role in Trainual, keeping the role's existing members.

• Action
  Assign Subjects

  Assigns a Trainual subject to a user, optionally with a due date and completion requirement.

• Action
  Find content

  Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches.

• Action
  Get subject

  Returns a single Trainual subject by its id, optionally with its owner and content items.

• Action
  Get user

  Returns a single non-archived Trainual user, optionally with the groups they belong to.

• Action
  Invite New User

  Creates a user in your Trainual account and sends (or schedules) their invitation.

• Action
  List assignments

  Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content.

• Action
  List completions

  Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status.

• Action
  List groups

  Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership.

• Action
  List responsibilities

  Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group.

• Action
  List subjects

  Returns the subjects in your Trainual account, optionally with their owners and content items.

• Action
  List users

  Returns the non-archived users in your Trainual account.

• Action
  Send Webhook Test Event

  Asks Trainual to send a test event to a webhook subscription.

• Action
  Unarchive User

  Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step.

• Action
  Unassign Roles

  Removes a user from a Trainual role, keeping the role's other members.

• Action
  Unassigns Subjects

  Removes a subject assignment, unassigning that subject from the user it was assigned to.

• Action
  Update group

  Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects.

• Action
  Update user

  Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user.

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