How to Set Up Automated Calls And Voicemail Drops

Within the Workflow builder, you may want to set up an automated sequence of calls and voicemail drops. A sample Workflow shows you how to create this based on a tag.

• Create a new Workflow.
• In the Workflow builder, add a trigger for “Contact Tag” and determine which tag you want this to be based on. 
  • Use the “Filters” to choose a specific tag.
  • NOTE: If you do not specify a certain tag, this will run on any contact tag. It’s important to choose the appropriate tag for your business use. Do you want the workflow to run off a tag based on appointment bookings? Or maybe you added a tag to a marketing list of contacts you imported into NicheFit? Choose that appropriate tag here.

• Save this trigger and then add your Workflow actions.
• In this example, we’ve added “Assign to User”, “Call”, “Voicemail”, and an “Internal Notification”. You can customize these communications as you’d like, adding or removing actions.

• Save and publish the Workflow for it to function.