About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Missing a "Search person by" action in Scoro

  • 8 June 2023
  • 1 reply
  • 14 views
thorbenwend

We want to connect our telephone system (Placetel) to Scoro. When a call comes in, the customer should show up at Scoro. Unfortunately we don't find the action "
Search person by" with his phone number. Do you have a solution for this?

icon

Best answer by chanelle 8 June 2023, 20:01

View original

1 reply

chanelle
Userlevel 7
Badge +8

Hey there @thorbenwend -

I’m unsure of your initial trigger, but if I were working through this myself, I would try the following Zap: 

  1. Trigger - Incoming Call (Placatel)
  2. Action - Find Contact (Scoro)
  3. Action - Find Person (Scoro)

By Find Contact you may be able to locate the incoming call by their name/phone number, which would then allow you to Find Person in Scoro by their name and email as you would have all stored in their contact information on Placatel. Does this make sense? Let me know if you have any questions! 

Reply


Terms & Conditions