Connect ProcessPlan and Spoke Phone

Both apps 40ProcessPlan 17Spoke Phone 23

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

• Trigger
  New Call

  Triggers when a new call is logged in your Spoke Phone organisation.

• Trigger
  New Transcript

  Triggers when a new call transcript is created in Spoke Phone.

• Action
  Add Contact to Phonebook

  Adds a contact to a Spoke Phone phonebook.

• Action
  Add User to Team

  Adds a Spoke Phone user to a team.

• Action
  Create Phonebook

  Creates a shared Spoke Phone phonebook; add contacts to it with Add Contact to Phonebook.

• Action
  Delete Phonebook

  Deletes a Spoke Phone phonebook and all its contacts.

• Action
  Delete Phonebook Contact

  Deletes a contact from a Spoke Phone phonebook.

• Action
  Get Call

  Returns one Spoke Phone call with its parties, outcome, notes and recordings.

• Action
  Get Phonebook

  Returns one Spoke Phone phonebook with its contacts.

• Action
  Get Phonebook Contact

  Returns one contact from a Spoke Phone phonebook.

• Action
  Get Transcript

  Returns one Spoke Phone transcript with its text and speakers.

• Action
  Get User

  Returns one Spoke Phone user with availability, teams and phone numbers.

• Action
  List Calls

  Returns calls in your Spoke Phone organisation, optionally filtered by date range or contact number.

• Action
  List Locations

  Returns the locations in your Spoke Phone organisation.

• Action
  List Phonebooks

  Returns shared Spoke Phone phonebooks with their contacts.

• Action
  List Teams

  Returns the teams in your Spoke Phone organisation with their members.

• Action
  List Transcripts

  Returns call transcripts from Spoke Phone, optionally filtered by date or source call.

• Action
  List Users

  Returns Spoke Phone users with their current availability, optionally filtered by email.

• Action
  Remove User from Team

  Removes a Spoke Phone user from a team.

• Action
  Search Directory

  Lists or searches the Spoke unified directory of users, teams and contacts by extension or phone number.

• Action
  Send a Team SMS

  Sends an SMS to a contact on behalf of a Spoke Phone team, from the team's number.

• Action
  Send a User SMS

  Sends an SMS to a phone number on behalf of a Spoke Phone user.

• Action
  Send Conversation Message

  Sends a conversation message to a contact from a company number in Spoke Phone.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.