Yodel.io Phone System Act!

Yodel.io Phone System + Act! Integrations, Built by an AI Agent

Put Yodel.io Phone System + Act! to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Yodel.io Phone System and Act! below — describe the exact one you want above and the Agent builds it on demand.

Yodel.io Phone System + Act! When an outgoing call is finished in Yodel.io Phone System, record the call activity on the contact history in Act!. See details
Send text messages to newly created leads When a new lead is created in Act!, automatically send a welcome SMS via Yodel.io Phone System to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Yodel.io Phone System, automatically log the activity on the contact's record in Act!. See details
Dispatch text confirmations on won deals When a deal is won in Act!, send an automated SMS via Yodel.io Phone System to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Yodel.io Phone System and Act!?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Yodel.io Phone System and Act!

Everything Yodel.io Phone System and Act! can do inside a workflow — the triggers that start one and the actions that run when it fires.

Yodel.io Phone System Explore Yodel.io Phone System →

Yodel.io is a cloud-based business phone system that manages inbound and outbound voice calls within team collaboration tools.

Triggers
Tag Added to Call

Triggers when a call is tagged.

Tag Removed From Call

Triggers when a call tag is removed.

Call Finished

Triggers when a call is finished or was missed.

Call Incoming

Triggers when a call is incoming.

Call Outgoing

Triggers when a call is outgoing.

Actions
Send Text Message

Sends SMS message.

Create or Update Contact

Creates or updates a contact.

Act! Explore Act! →

Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.

Triggers
New Contact

Triggers when a new contact is created.

Contact Updated

Triggers when a Contact is updated.

New Opportunity

Triggers when a new opportunity is created.

Actions
Add Activity

Adds an activity to a contact.

Add Note

Adds a note to a contact.

Add Opportunity

Creates a new opportunity.

Add Contact

Creates a new contact.

Add History

Adds a history to a contact.

Add Group

Creates a new group.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Yodel.io Phone System + Act!

Is there a pre-built Yodel.io Phone System + Act! automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Yodel.io Phone System and Act!'s public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Yodel.io Phone System or Act! connector?

No. The Agent works whether or not Yodel.io Phone System or Act! already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Act! and Yodel.io Phone System help track phone communications?

Inbound calls, text messages, and missed calls handled in Yodel.io Phone System can automatically log activities or update lead profiles directly inside Act!.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in Act! can prompt Yodel.io Phone System to send an automated SMS confirmation or message to the client.

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