DealMachine + Call Tools PCC Integrations, Built by an AI Agent

Fires when a property or person becomes a prospect in DealMachine, whether it was saved in the app, added from a list, or created through the API. Free.

Fires when someone writes a note on a prospect, from the app, the mobile app, or the API. Free.

Fires when a prospect moves between Active, Opportunity, and Archived. Narrow it to one destination status to react to new opportunities or archived leads. Free.

Fires when a tag is added to a prospect. Pick a tag to fire only for that one, for example to start a sequence when a lead receives the Probate tag. Free.

Attach a file from an earlier Zap step to a prospect. Supports files up to 25 MB and records the attachment in the prospect timeline. Free.

Write a note on a prospect. It shows in the prospect timeline in the app and the mobile app. Free.

Add a property or person to your prospects. Pass a DealMachine record ID, or a street address to match the property first (address matching uses 1 property credit). Adding an existing prospect returns it unchanged.

Tag a prospect. Choose an existing tag, or type a name and DealMachine creates the tag if it does not exist. Free.

File properties or people into a DealMachine list. By default they also become prospects, so they show in the Prospects workspace and fire New Prospect. Free.

Move a prospect to Active, Opportunity, or Archived. Archiving also ends its mail and closes open opportunities; list memberships are kept. Free.

Triggers when a new calendar event is created by an agent in Call Tools.

Triggers when a new phone call is created (after the call ends). Note that depending how fast the agent saves a call disposition, the agent selected call disposition might not be available on the Call object. Use the "Created Call Disposition" trigger instead of the agent call disposition id is needed.

Triggers when a new call disposition is created by an agent in Call Tools.

Triggers when a new call transcript is saved in Call Tools.

Triggers when an agent in Call Tools creates a new support case with one of your callers. This is not a case opened with Call Tools support.

Triggers when a individual new contact is created by an user or over the API. Does not trigger for bulk contact creation processes such as CSV imports of contacts.

Adds a contact to a bucket.

Creates a new Contact

Creates a new do not contact entry and optionally updates existing phone numbers and email addresses accordingly. Check Call Tools account settings "DNC Phone Number cascades to Contact" and "DNC Email Address cascades to Contact" if you want a do not call update on a phone number or email address to cause a DNC status on the whole contact.

Add a single tag to a existing contact.

Update a existing contact.

Updates a contact and sets do not contact to true to prevent calls and messages.