Workflows let you automate repeatable work across calls, contacts, and integrations. A workflow starts from a trigger, then runs the actions and conditions you configure in the visual builder. Use workflows to keep contact records, CRMs, and external systems up to date automatically.Documentation Index
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The steps below use Call ended as the example trigger. It starts the workflow after a completed call from the selected agent.
Create a workflow
Open Workflows
Go to Workflows in the telli dashboard. The list shows your workflows, run counts, triggers, statuses, and last update times.
Name and describe the workflow
Give the workflow a clear name and optional description. Use a name that describes the result, such as “Send call summary to CRM” or “Update lead status after call”.
Select a trigger
Choose the event that should start the workflow. For this guide, select Call ended to evaluate the workflow after a completed call.
Configure the trigger
Fill in the settings required by the trigger. For Call ended, select the agent whose completed calls should start this workflow.
Add workflow blocks
Use the + button on the canvas to add action and condition blocks after the trigger.
Publish the draft
Click Publish when the trigger and required blocks are configured. Publishing creates the version telli can use for new workflow runs.
Add workflow blocks
Blocks define what the workflow does after the trigger. Add them from the canvas, configure each block in the side panel, and use conditions when different call results should follow different paths.- Actions
- Conditions
- Data you can use
Action blocks perform work outside the workflow branch itself:
| Block | Use it to |
|---|---|
| Webhook | Send call, contact, and workflow data to an external endpoint |
| Update telli contact | Update contact fields or custom contact properties in telli |
| Salesforce Create record | Create a Salesforce record when Salesforce is connected |
| Salesforce Update record | Update a Salesforce record when Salesforce is connected |
Publish, enable, and edit
Workflow edits are saved as a draft while you work. Publishing turns the current draft into the version telli uses for new runs.- Drafts
- Published versions
- Discard draft
- Enabled state
Use the draft while you are building or changing a workflow. If the builder highlights incomplete or broken blocks, configure those blocks before publishing.
Test and monitor runs
Run a workflow manually before relying on automatic execution. Manual runs use the published workflow and let you test it against a real completed call.Click Run manually
Click Run manually. This action is available after the workflow is published and a trigger agent is selected.
Common examples
- Send a webhook
- Update a contact
- Sync Salesforce
Use Call ended with a Webhook block when another system needs call details after a completed conversation.This is useful for CRMs, data warehouses, or automation platforms that should receive call summaries, contact fields, call outcomes, or collected data.
Related pages
Contact Properties
Define the custom fields workflows can update on telli contacts.
Call Analysis
Learn how telli extracts structured outcomes from completed calls.
Receive Call Data
Send completed call data to external systems outside of workflows.
Salesforce
Connect Salesforce before using Salesforce workflow blocks.