Current Starting Point
Before requesting something new, check whether the current catalog already solves the job.| Need | Existing option |
|---|---|
| WhatsApp message or template follow-up | Wati. |
| Email follow-up or internal notification | Resend. |
| Owned internal API call during a call | Custom Function. |
| Call event delivery to another system | External Webhook. |
| Offline analysis or manual upload | Export call data. |
What To Include In A Request
| Information | Example |
|---|---|
| Tool name | The provider or product you want connected. |
| Action needed | Create ticket, send message, update lead, fetch appointment, or similar. |
| Trigger point | During a call, after a call, in a workflow, or from a campaign result. |
| Required fields | Lead phone, email, name, call outcome, appointment time, account id, or custom values. |
| Expected result | What the integration should return, create, update, or send. |
| Failure handling | What should happen if the provider rejects the action. |
Integration Request Versus Other Options
| Situation | Better option |
|---|---|
| Your team owns the destination API and needs one narrow action. | Custom Function. |
| Another system only needs call events or status updates. | External Webhook. |
| You need a full product connection usable by many workflows or agents. | Request integration. |
| You only need a one-time list for manual operations. | Export call data. |
Submit A Useful Request
Describe usage context
Explain which agent, workflow, campaign, or reporting process needs the action.
Related Reading
Dashboard Integrations
Review the current catalog.
Custom Functions
Use API calls for narrow actions.
External Webhooks
Receive call events.
Exporting Call Data
Use offline data when automation is not required.