2.0 - Triggers in Automations

Christina Dechent
Christina Dechent
  • Updated

Welcome to the second part of this chapter.

In this section, we will be adding another level of complexity to enable you to build even more interesting and relevant Automations. You achieve this by adding Triggers. So far you've only used the Trigger "Always" but we will now learn what else is possible.

✸ We introduced Triggers in section 1.2 of chapter 2 and gave a more detailed tutorial in section 3.3 of the same chapter. If you're not feeling comfortable with building Triggers yet, we suggest you go back to these two sections and review them before continuing with this chapter.

As you will learn, Triggers are central for most automation and integration processes. You will need to carefully define what you want to achieve and the central element is finding out how to build the Triggers to get there.

We'll start with an easy example before diving into more complex topics. 

Our use case

We will take our previous example of sending an email for every inbound call. However, instead of sending an email for every inbound call, we only want to send an email if the call comes from your own mobile phone.

Getting started

Let's say your mobile phone number is 44790512345678 including the international code (in this example 44 for the UK - don't add a + or 00, this won't work).

Go to the section

Triggers 

in babelforce and create a new Trigger, give it a name, and choose to match all conditions.

Now add your condition - we want to test if the caller's number is equal to your mobile number. The Trigger will look like this when you are finished:

triger.PNG

Now take the Trigger and add it to the Automation we created in lesson 1.3. That's what it should look like:

trig.PNG

Next, do your test call to your inbound number. If you call from your mobile phone, then the email will be sent. If you call from another phone, then no email will be sent.

Below you may find a video showing a step-by-step guide to similar automation (but instead of a call from your mobile you choose a call from any mobile phone):

As you can see, this opens up a whole new range of possibilities. For instance, you could now say, if a call is older than 5 minutes, take it out of a queue and offer a callback (that would mean you use the condition call duration greater than 300 seconds).

Or even more interesting from an integration perspective: you will now be able to create tickets or logs for every incoming call, print the wait and talk time in a ticket, you can search for users in your database, route calls based on customer inputs, and print these in your system of records, etc.

However, to be able to do this we need to go back to the more advanced theory. This time, we will learn more about the calls themselves in order to understand how to build the right Trigger. So let's go to the next section to understand how calls reach the babelforce platform.

 

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