Talking to other systems
Answer from Your Own Data While the Caller Waits.IVR webhook integration, plus texts, emails and AI analysis from the call flow.
Call your own system in the middle of a call, pull back a balance, a status or a date, and read it to the caller. The same group sends a text or an email, adds the caller to an email sequence, and marks the call for AI analysis.
- Lookups in your own systems
- Texts and emails mid-call
- Branch on what comes back
How a call moves through it
- Caller keys in a numberAn account or reference
- Your system is askedFields come back as variables
- The answer is read outThe real figure, in your saved voice
- A text followsWith the details to keep
- Marked for AI analysisScored and summarized after the call
Your Systems, in the Middle of the Call.
Ask your own system for a balance, status or date, and read it to the caller.
Text an appointment link or a sorry-we-missed-you note, with call details filled in.
Every Connection, and What Comes Back.
What each node sends, when to use it, and the paths for success and failure.
AI Analysis
Marks the call for AI analysis with the preset you choose, then carries on straight away. The analysis runs after the call, once the recording exists.
Use it for: Scoring, summarizing or tagging calls that take a particular path.
Add to Email Sequences
Adds the caller to one of your email sequences, which then sends, waits and branches on its own schedule.
Use it for: Following up once you’ve qualified a caller.
Good to know
- The caller must be matched or created earlier in the flow, for example with If Existing Lead or Create Lead.
Sends an email through your outgoing mail server, with call details filled into the address, subject and body. Templates work too.
Use it for: Voicemail to email and missed-call alerts.
Paths out
- Sent: The email was queued.
- Failed: The email could not be queued.
SMS
Sends a text from one of your business numbers, with call details filled into the message.
Use it for: Sorry-we-missed-you texts and appointment links.
Paths out
- Sent: The message was queued.
- Failed: The message could not be queued.
Trigger Webhook
Sends a request to your own system, saves fields from the reply as variables, and branches on success or failure. It waits up to five seconds.
Use it for: Looking up a balance, a status or a VIP flag, logging calls, or starting something in another system.
Paths out
- Success: Your system answered successfully.
- Failure: An error, a timeout or an unsuccessful reply.
Good to know
- Map each field in the reply to a variable name you can check in a later step.
Worked Examples That Use These Nodes.
Your Questions, Answered.
What is an IVR webhook integration?
A step in a phone flow that sends a request to another system mid-call and uses the answer, sometimes called IVR API integration. In Adoptiv, Trigger Webhook sends the request, saves fields from the reply as variables, and branches on success or failure.
How long does a webhook lookup wait?
Up to five seconds. If your system errors, times out or sends back an unsuccessful reply, the call takes the failure path.
Can the flow read the result to the caller?
Yes. Saved variables can be used by later steps, including a spoken message, a text, an email or another request to your system.
Can a call flow send a text or an email?
Yes. SMS sends a text from one of your business numbers and Email sends through your outgoing mail server, both with call details filled in. Use them for missed-call alerts, voicemail to email or appointment links.
What does the AI Analysis step do?
It marks the call for AI analysis with the preset you pick, and the flow carries on. The analysis runs after the call, once the recording exists. AI call analysis is unlimited on AI+ and Dialer Plus.
Can a caller be added to an email sequence?
Yes. Add to Email Sequences adds the caller to one of your sequences, which then sends on its own schedule. The caller must be matched or created earlier in the flow.
Are call flows included in my plan?
Yes. Call flows, IVR and routing come with every seat. A few steps use paid services: DNC and litigator checks are billed per lookup from your prepaid wallet. The pricing page has current prices.
Can I test a call flow before it goes live?
Yes. Press test call and a simulated caller walks the flow in front of you, lighting each step and taking the branch it would really take. Then publish it to a number.
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