מהו ניתוח שיחות מכירה?

ניתוח שיחות מכירה הוא תהליך אוטומטי המשתמש בבינה מלאכותית (AI) כדי לנתח הקלטות של שיחות, להפיק תובנות על ביצועי אנשי מכירות, לזהות התנגדויות ולשפר את אחוזי הסגירה.

איך Saleso משתווה למתחרים כמו Gong?

בעוד Gong מיועד לארגוני ענק עם תקציבים גדולים, Saleso מותאם לשוק הישראלי עם תמיכה מלאה בעברית, ממשק פשוט ללא צורך בהטמעה מורכבת, ותמחור נגיש לצוותים בכל גודל.

האם המידע שלי מאובטח?

כן. Saleso משתמשת בהצפנת AES-256 בתקן בנקאי. אנו עומדים בתקני GDPR ואיננו משתמשים במידע של הלקוחות לאימון מודלים חיצוניים.

האם המערכת מתממשקת ל-CRM?

כן, Saleso מתממשקת לרוב מערכות ה-CRM המובילות כגון Salesforce, HubSpot, Pipedrive ו-Monday, ומאפשרת סנכרון אוטומטי של סיכומי שיחות ותובנות.

API reference

Webhooks

Instead of polling, subscribe a URL to an event and Saleso sends it an HTTP POST each time the event happens in your team. This is how the Make and Zapier triggers work: they subscribe when you turn a scenario or Zap on, and unsubscribe when you turn it off.

Make, Zapier and your own code share one list of subscriptions per team. Store the id you get back when you subscribe, and use List Subscriptions to see everything registered for your team.

POST/api/make/webhooks/{teamId}

Registers an HTTPS URL to receive one event. Make and Zapier call this when a scenario or Zap is turned on.

Used by:: Make: instant triggers · Zapier: REST hook subscribe

Parameters

teamIdstringrequired
Your Team ID.
urlstring· Bodyrequired
Where to POST events. Must be https, and must resolve to a public address.
eventstring· Bodyrequired
One event name from the list below. Subscribe once per event.

Response

3 response fieldsShow

idstring
Subscription ID. Keep it to unsubscribe.
urlstring
The URL you registered.
eventstring
The event you subscribed to.

The event name is not validated: a misspelled event registers but never fires.
Subscribing the same URL twice creates two subscriptions, and each event is delivered twice.

Errors

400url and event are required, Webhook URL must use HTTPS, or Invalid webhook URL (not a valid URL, or it resolves to a private or internal address).
401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X POST "https://try.saleso.io/api/make/webhooks/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "url": "https://hooks.example.com/saleso",
  "event": "dialer_lead_created"
}'

Response · 200

{
  "id": "wh_1761125400000_k3j9x2ab",
  "url": "https://hooks.example.com/saleso",
  "event": "dialer_lead_created"
}

Unsubscribe

DELETE/api/make/webhooks/{teamId}

Removes a subscription. Make and Zapier call this when a scenario or Zap is turned off.

Used by:: Make: instant triggers · Zapier: REST hook unsubscribe

Parameters

teamIdstringrequired
Your Team ID.
webhook_idstring· Queryrequired
The id returned by Subscribe.

Response

1 response fieldShow

successboolean
Always true on a 200.

Unsubscribing an unknown ID still returns success.

Errors

400webhook_id is required.
401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X DELETE "https://try.saleso.io/api/make/webhooks/$SALESO_TEAM_ID?webhook_id=wh_1761125400000_k3j9x2ab" \
  -H "x-api-key: $SALESO_API_KEY"

Response · 200

{
  "success": true
}

List Subscriptions

GET/api/make/webhooks/{teamId}

Lists every active subscription for your team: Make scenarios, Zapier Zaps and your own.

Parameters

teamIdstringrequired
Your Team ID.

Response

4 response fieldsShow

webhooks[].idstring
Subscription ID, as returned by Subscribe.
webhooks[].urlstring
The URL that receives the event.
webhooks[].eventstring
The subscribed event.
webhooks[].created_atstring
When it was registered (ISO 8601).

Use it to find duplicate or stale subscriptions, then remove them with Unsubscribe.

Errors

401The API key is missing, wrong, or belongs to another team (Invalid API key).
500Unexpected server error. The error field carries the message.

Request

curl -X GET "https://try.saleso.io/api/make/webhooks/$SALESO_TEAM_ID" \
  -H "x-api-key: $SALESO_API_KEY"

Response · 200

{
  "webhooks": [
    {
      "id": "wh_1761125400000_k3j9x2ab",
      "url": "https://hooks.example.com/saleso",
      "event": "dialer_lead_created",
      "created_at": "2026-10-22T09:30:00.000Z"
    }
  ]
}

Delivery & retries

Each event is a POST with Content-Type: application/json. The body always starts with event, team_id and timestamp, followed by the event's own fields.
Answer with any 2xx status. The response body is ignored.
Events are sent after the change is saved in Saleso, in the background. Call events from the dialer arrive within about a minute of the call ending; incoming-call events arrive in real time while the rep's dialer is open.
A retry sends the identical body, including timestamp. A timeout can therefore deliver an event you already processed, and events can arrive out of order. Payloads have no event ID: deduplicate on the record ID (lead, call or customer) together with event and timestamp.
Deliveries are not signed. Use a long, unguessable URL, keep it secret, and check team_id in the body.
Only https URLs that resolve to public addresses are accepted, and the address is checked again on every delivery. Redirects are not followed.
Revoking or changing the API key is not guaranteed to remove existing subscriptions. Unsubscribe any URL that should stop receiving events.

Attempt 1
POST, up to 10 s
wait 0.5 s
Attempt 2
POST, up to 10 s
wait 2 s
Attempt 3
POST, up to 10 s

2xx: Delivered. No more attempts.
5xx, 429, timeout, network error: Tried again, up to 3 attempts in all.
Other 4xx, redirect: Not retried. The event is dropped for that URL.

After the third failed attempt the event is dropped for that URL; the next event is sent as usual.

Events

Pass one of these names as event when you subscribe. Every lead in a payload has the same shape as in the lead endpoints, and every agent is the rep who made the change, with their name.

All webhook events
Event	When it is sent
Call analysis
`call_analyzed`	A call’s AI analysis finished. Sent for every analyzed call.
`low_score`	An analyzed call scored below 70.
`dialer_new_ai_summary`	The AI summary of a dialer call is ready. Includes the score, transcript and a recording link.
Leads
`dialer_lead_created`	A lead was created by an integration, added by hand, or created by a call from a new number. Bulk imports do not fire it.
`dialer_status_changed`	Triggers when a lead's status changes. Final statuses trigger Lead Process Ended instead.
`dialer_lead_process_ended`	Triggers when a lead gets a final status: closed, not relevant, blocked, or out of dial attempts.
`dialer_followup`	Triggers when a follow-up (callback date) is scheduled for a lead.
`dialer_new_comment`	Triggers when a user adds a comment to a lead.
`dialer_lead_custom_fields_updated`	Triggers when one or more custom fields on a lead are updated.
`dialer_quick_action`	Triggers when a user runs one of your custom actions on a lead in the dialer.
Dialer calls
`dialer_call_ended`	Triggers when a dialer call ends, answered or not, within about a minute after the call.
`dialer_call_answered`	Triggers when a dialer call was actually answered (a real conversation, not just a dial attempt), about a minute after it ends.
`dialer_new_outgoing_call`	Triggers when an outgoing dialer call ends, within about a minute after the call.
`dialer_auto_call_failed`	Triggers when a dialer call ends without being answered, within about a minute after the call.
`dialer_new_call_record`	A dialer call record was created, within about a minute after the call. Sent at the same moment and with the same payload as `dialer_call_ended`; available in Make, not offered in Zapier.
`dialer_incoming_call`	Triggers when a call comes in from a known lead or customer, in real time. The rep's dialer must be open and connected.
`dialer_unknown_incoming_call`	Triggers when a call comes in from a number not in Saleso, in real time. The rep's dialer must be open and connected.
Customers
`customer_created`	A customer was created through the API (Create Customer).

Call analysis events

Call Analyzed

call_analyzed

A call’s AI analysis finished. Sent for every analyzed call.

Zapier trigger: New Call Analysis Event

17 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
call_idstring
Call ID
file_namestring
File Name
client_namestring
Client Name
call_typestring
שיחה יוצאת (outgoing) or שיחה נכנסת (incoming).
call_datedatetime
Call Date
duration_secondsinteger
Duration
total_scorenumber
Overall call score, or null.
assigned_tostring
Assigned To
assigned_to_namestring
Assigned To Name
customer_idstring
Customer ID
customer_namestring
Customer Name
transcriptstring
The transcript as plain text, one speaker: text line per segment.
dashboard_urlstring
Dashboard URL
analysis_resultsobject
The full AI analysis as configured for your team.

Payload

{
  "event": "call_analyzed",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "call_id": "b263551b-19d2-42d6-b4dc-ca56ec59b769",
  "file_name": "make_1761125400000.mp3",
  "client_name": "Dana Levi",
  "call_type": "שיחה יוצאת",
  "call_date": "2026-10-22T09:30:00.000Z",
  "duration_seconds": 184,
  "total_score": 82,
  "assigned_to": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
  "assigned_to_name": "Noa Cohen",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "customer_name": "Dana Levi",
  "analysis_results": {},
  "transcript": "Noa: Hi Dana, this is Noa from Levi Logistics.\nDana: Hi, thanks for calling back.",
  "dashboard_url": "https://try.saleso.io/dashboard/calls/b263551b-19d2-42d6-b4dc-ca56ec59b769"
}

Low Score Alert

low_score

An analyzed call scored below 70.

Zapier trigger: New Call Analysis Event

13 response fieldsShow

eventstring
Always low_score.
team_idstring
Your Team ID.
timestampdatetime
When the event was sent.
call_idstring
Call ID.
file_namestring
Recording file name.
client_namestring
Client name on the call.
call_typestring
שיחה יוצאת (outgoing) or שיחה נכנסת (incoming).
call_datedatetime
When the call took place.
total_scorenumber
The score (below 70).
assigned_tostring
User ID of the rep.
assigned_to_namestring
Rep’s name, or null.
customer_idstring
Customer ID, or null.
dashboard_urlstring
Link to the call in Saleso.

Payload

{
  "event": "low_score",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "call_id": "b263551b-19d2-42d6-b4dc-ca56ec59b769",
  "file_name": "make_1761125400000.mp3",
  "client_name": "Dana Levi",
  "call_type": "שיחה יוצאת",
  "call_date": "2026-10-22T09:30:00.000Z",
  "total_score": 58,
  "assigned_to": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
  "assigned_to_name": "Noa Cohen",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "dashboard_url": "https://try.saleso.io/dashboard/calls/b263551b-19d2-42d6-b4dc-ca56ec59b769"
}

New AI Call Summary

dialer_new_ai_summary

The AI summary of a dialer call is ready. Includes the score, transcript and a recording link.

Zapier trigger: New AI Call Summary

36 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call_idstring
Call ID
summarystring
AI Summary
total_scorenumber
Total Score
suggested_statusstring
Currently always null. The field is kept for existing integrations.
call_typestring
Call Type
dashboard_urlstring
Dashboard URL
recording_urlstring
Signed recording link, valid for 7 days.
duration_secnumber
Call length in seconds, or null.
lead.custom_fieldsobject
Custom fields
transcriptstring
The transcript as stored by Saleso (a list of segments), or null.

Payload

{
  "event": "dialer_new_ai_summary",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call_id": "b263551b-19d2-42d6-b4dc-ca56ec59b769",
  "summary": "Dana asked for a quote for three vehicles; follow up on Thursday.",
  "total_score": 82,
  "suggested_status": "string",
  "call_type": "שיחה יוצאת",
  "dashboard_url": "https://try.saleso.io/dashboard/calls/b263551b-19d2-42d6-b4dc-ca56ec59b769",
  "recording_url": "https://example.com/recordings/call-48213.mp3",
  "transcript": "Noa: Hi Dana, this is Noa from Levi Logistics.\nDana: Hi, thanks for calling back.",
  "duration_sec": 184
}

Leads events

New Lead

dialer_lead_created

A lead was created by an integration, added by hand, or created by a call from a new number. Bulk imports do not fire it.

Zapier trigger: New Lead

28 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
created_viastring
Where the lead came from: make (the API), manual, call, voice, or a CRM: pipedrive, origami, airtable, monday, morethan, fireberry.
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_lead_created",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "created_via": "make"
}

Lead Status Changed

dialer_status_changed

Triggers when a lead's status changes. Final statuses trigger Lead Process Ended instead.

Zapier trigger: Lead Status Changed

33 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
change.fromstring
From Status
change.tostring
To Status
reasonstring
Reason
moved_to_campaign_idstring
Moved To Campaign ID
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_status_changed",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "change": {
    "from": "New",
    "to": "Interested"
  },
  "reason": "Asked for a quote",
  "moved_to_campaign_id": "c6c84e82-5cb1-4dea-b1e7-460f28d9a491",
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Lead Process Ended

dialer_lead_process_ended

Triggers when a lead gets a final status: closed, not relevant, blocked, or out of dial attempts.

Zapier trigger: Lead Process Ended

33 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
change.fromstring
From Status
change.tostring
To Status
reasonstring
Reason
dncboolean
Is DNC
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_lead_process_ended",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "change": {
    "from": "New",
    "to": "Interested"
  },
  "reason": "Asked for a quote",
  "dnc": true,
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Follow-Up Scheduled

dialer_followup

Triggers when a follow-up (callback date) is scheduled for a lead.

Zapier trigger: Follow-Up Scheduled

30 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
callback_atdatetime
Callback At
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_followup",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "callback_at": "2026-10-22T09:30:00.000Z",
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

New Lead Comment

dialer_new_comment

Triggers when a user adds a comment to a lead.

Zapier trigger: New Lead Comment

30 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
commentstring
Comment
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_new_comment",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "comment": "Asked to call back after 5pm.",
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Lead Custom Fields Updated

dialer_lead_custom_fields_updated

Triggers when one or more custom fields on a lead are updated.

Zapier trigger: Lead Custom Fields Updated

30 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
changed_keysarray
Changed Field Keys
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_lead_custom_fields_updated",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "changed_keys": [
    "budget"
  ],
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

New Custom Action

dialer_quick_action

Triggers when a user runs one of your custom actions on a lead in the dialer.

Zapier trigger: New Custom Action

32 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
action_namestring
Action Name
custom_action_idstring
Custom Action ID
provider_idstring
Provider ID
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_quick_action",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "action_name": "Send price list",
  "custom_action_id": "37936c99-914e-4352-90e8-306ad49e59f5",
  "provider_id": "paycall",
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Dialer calls events

Call Ended

dialer_call_ended

Triggers when a dialer call ends, answered or not, within about a minute after the call.

Zapier trigger: Call Ended

37 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call.linkedidstring
Call ID (linkedid)
call.answeredboolean
Answered
call.duration_secnumber
Duration (sec)
call.directionstring
Direction (inbound/outbound)
call.agent_extstring
Agent Extension
call.agent_user_idstring
Agent User ID
call.agent_namestring
Agent Name
call.didstring
DID
call.call_datedatetime
Call Date
call.phonestring
Phone
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_call_ended",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call": {
    "linkedid": "1761125400.48213",
    "answered": true,
    "duration_sec": 184,
    "direction": "outbound",
    "agent_ext": "101",
    "agent_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "agent_name": "Noa Cohen",
    "did": "0733001234",
    "call_date": "2026-10-22T09:30:00.000Z",
    "phone": "0501234567"
  }
}

Call Answered

dialer_call_answered

Triggers when a dialer call was actually answered (a real conversation, not just a dial attempt), about a minute after it ends.

Zapier trigger: Call Answered

37 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call.linkedidstring
Call ID (linkedid)
call.answeredboolean
Answered
call.duration_secnumber
Duration (sec)
call.directionstring
Direction (inbound/outbound)
call.agent_extstring
Agent Extension
call.agent_user_idstring
Agent User ID
call.agent_namestring
Agent Name
call.didstring
DID
call.call_datedatetime
Call Date
call.phonestring
Phone
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_call_answered",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call": {
    "linkedid": "1761125400.48213",
    "answered": true,
    "duration_sec": 184,
    "direction": "outbound",
    "agent_ext": "101",
    "agent_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "agent_name": "Noa Cohen",
    "did": "0733001234",
    "call_date": "2026-10-22T09:30:00.000Z",
    "phone": "0501234567"
  }
}

New Outgoing Call

dialer_new_outgoing_call

Triggers when an outgoing dialer call ends, within about a minute after the call.

Zapier trigger: New Outgoing Call

37 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call.linkedidstring
Call ID (linkedid)
call.answeredboolean
Answered
call.duration_secnumber
Duration (sec)
call.directionstring
Direction (inbound/outbound)
call.agent_extstring
Agent Extension
call.agent_user_idstring
Agent User ID
call.agent_namestring
Agent Name
call.didstring
DID
call.call_datedatetime
Call Date
call.phonestring
Phone
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_new_outgoing_call",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call": {
    "linkedid": "1761125400.48213",
    "answered": true,
    "duration_sec": 184,
    "direction": "outbound",
    "agent_ext": "101",
    "agent_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "agent_name": "Noa Cohen",
    "did": "0733001234",
    "call_date": "2026-10-22T09:30:00.000Z",
    "phone": "0501234567"
  }
}

Unanswered Call

dialer_auto_call_failed

Triggers when a dialer call ends without being answered, within about a minute after the call.

Zapier trigger: Unanswered Call

37 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call.linkedidstring
Call ID (linkedid)
call.answeredboolean
Answered
call.duration_secnumber
Duration (sec)
call.directionstring
Direction (inbound/outbound)
call.agent_extstring
Agent Extension
call.agent_user_idstring
Agent User ID
call.agent_namestring
Agent Name
call.didstring
DID
call.call_datedatetime
Call Date
call.phonestring
Phone
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_auto_call_failed",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call": {
    "linkedid": "1761125400.48213",
    "answered": true,
    "duration_sec": 184,
    "direction": "outbound",
    "agent_ext": "101",
    "agent_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "agent_name": "Noa Cohen",
    "did": "0733001234",
    "call_date": "2026-10-22T09:30:00.000Z",
    "phone": "0501234567"
  }
}

New Call Record

dialer_new_call_record

A dialer call record was created, within about a minute after the call. Sent at the same moment and with the same payload as dialer_call_ended; available in Make, not offered in Zapier.

Zapier trigger: New Call Record (Legacy)

37 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
call.linkedidstring
Call ID (linkedid)
call.answeredboolean
Answered
call.duration_secnumber
Duration (sec)
call.directionstring
Direction (inbound/outbound)
call.agent_extstring
Agent Extension
call.agent_user_idstring
Agent User ID
call.agent_namestring
Agent Name
call.didstring
DID
call.call_datedatetime
Call Date
call.phonestring
Phone
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_new_call_record",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "call": {
    "linkedid": "1761125400.48213",
    "answered": true,
    "duration_sec": 184,
    "direction": "outbound",
    "agent_ext": "101",
    "agent_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "agent_name": "Noa Cohen",
    "did": "0733001234",
    "call_date": "2026-10-22T09:30:00.000Z",
    "phone": "0501234567"
  }
}

Incoming Call from Known Number

dialer_incoming_call

Triggers when a call comes in from a known lead or customer, in real time. The rep's dialer must be open and connected.

Zapier trigger: Incoming Call from Known Number

32 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
lead.idstring
Lead ID
lead.external_idstring
External ID
lead.customer_idstring
Customer ID
lead.campaign_idstring
Campaign ID
lead.campaign_namestring
Campaign Name
lead.list_idstring
List ID
lead.list_namestring
List Name
lead.first_namestring
First Name
lead.last_namestring
Last Name
lead.phonestring
Phone
lead.alt_phonestring
Alt Phone
lead.emailstring
Email
lead.citystring
City
lead.statusstring
Status
lead.status_reasonstring
Status Reason
lead.sourcestring
Source
lead.assigned_user_idstring
Assigned User ID
lead.assigned_user_namestring
Assigned User Name
lead.next_attempt_atdatetime
Next Attempt At
lead.last_call_atdatetime
Last Call At
lead.no_answer_countnumber
No Answer Count
lead.created_atdatetime
Created At
lead.updated_atdatetime
Updated At
caller.phonestring
Caller Phone (normalized)
caller.rawstring
Raw Caller ID
customer.idstring
Customer ID
agent.idstring
Agent User ID
agent.namestring
Agent Name
lead.custom_fieldsobject
Custom fields

Payload

{
  "event": "dialer_incoming_call",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "lead": {
    "id": "7453302d-1c28-4a82-9f7a-dde4b8fd0181",
    "external_id": "crm-10482",
    "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
    "campaign_id": "015fc401-4a09-4352-b538-0964b7fec075",
    "campaign_name": "Website leads",
    "list_id": "list-2041",
    "list_name": "October import",
    "first_name": "Dana",
    "last_name": "Levi",
    "phone": "0501234567",
    "alt_phone": "0527654321",
    "email": "dana@example.com",
    "city": "Tel Aviv",
    "status": "Interested",
    "status_reason": "Asked for a quote",
    "source": "facebook",
    "assigned_user_id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "assigned_user_name": "Noa Cohen",
    "next_attempt_at": "2026-10-22T09:30:00.000Z",
    "last_call_at": "2026-10-22T09:30:00.000Z",
    "no_answer_count": 2,
    "custom_fields": {
      "budget": "50000"
    },
    "created_at": "2026-10-22T09:30:00.000Z",
    "updated_at": "2026-10-22T09:30:00.000Z"
  },
  "caller": {
    "phone": "0501234567",
    "raw": "+972501234567"
  },
  "customer": {
    "id": "8b258f8b-4228-40fa-8d24-5b16428e686d"
  },
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Incoming Call from Unknown Number

dialer_unknown_incoming_call

Triggers when a call comes in from a number not in Saleso, in real time. The rep's dialer must be open and connected.

Zapier trigger: Incoming Call from Unknown Number

7 response fieldsShow

eventstring
Event
team_idstring
Team ID
timestampdatetime
Timestamp
caller.phonestring
Caller Phone (normalized)
caller.rawstring
Raw Caller ID
agent.idstring
Agent User ID
agent.namestring
Agent Name

Payload

{
  "event": "dialer_unknown_incoming_call",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "caller": {
    "phone": "0501234567",
    "raw": "+972501234567"
  },
  "agent": {
    "id": "f554b8ba-54c4-43e4-abd9-77c75040fe59",
    "name": "Noa Cohen"
  }
}

Customers events

New Customer

customer_created

A customer was created through the API (Create Customer).

Zapier trigger: New Call Analysis Event

Customers created in the Saleso app, or by a call from a new number, do not fire this event.

9 response fieldsShow

eventstring
Always customer_created.
team_idstring
Your Team ID.
timestampdatetime
When the event was sent.
customer_idstring
The new customer’s ID.
namestring
Customer name.
phonestring
Phone, or null.
emailstring
Email, or null.
companystring
Company, or null.
statusstring
Status, or null.

Payload

{
  "event": "customer_created",
  "team_id": "d61062b6-768d-4d6a-bf47-568324aa2f19",
  "timestamp": "2026-10-22T09:30:00.000Z",
  "customer_id": "8b258f8b-4228-40fa-8d24-5b16428e686d",
  "name": "Dana Levi",
  "phone": "0501234567",
  "email": "dana@example.com",
  "company": "Levi Logistics",
  "status": "Interested"
}