What you can automate
| Use case | What it does |
|---|---|
| Push call data to your tools | Send call summaries, outcomes, and collected data to a URL after every call. |
| Keep contact records current | Update telli contact fields or custom properties based on what the agent collected. |
| Sync your CRM | Create or update Salesforce records straight from a completed call. |
| Branch on call results | Use conditions so only certain calls trigger certain actions (e.g. only qualified leads sync to Salesforce). |
Available blocks
- Triggers
- Actions
- Conditions
Triggers decide when a workflow runs. Today, workflows run after a completed call:
| Block | Use it to |
|---|---|
| Call ended | Evaluate the workflow after a completed call from a selected agent |
Build your first workflow
Open Workflows and create a new one
Go to Workflows in the telli dashboard and click Create Workflow.
Name and describe the workflow
Use a name that describes the result, like “Send call summary to CRM” or “Update lead status after call”.
Select and configure a trigger
Choose Call ended as the trigger, then pick the agent whose completed calls should start the workflow.
Add action and condition blocks
Use the + button on the canvas to add blocks after the trigger. Configure each block in the side panel, and add If / else or Switch when only some calls should follow a given path.
Publish the draft
Click Publish once the trigger and required blocks are configured. Publishing creates the version telli uses for new runs.
Go deeper
Workflows reference
Full reference for triggers, blocks, manual runs, version history, and end-to-end examples like logging telli calls back to Salesforce.