Workflows in Sales Dialer
Run outbound campaigns2 min readUpdated 2026-03-14
Workflows automate post-call actions when calls meet specific conditions. Set a trigger, define the criteria, and choose what happens next — move contacts to another campaign, send a follow-up SMS, create a calendar event, or push data to an external system.
Available on: All Sales Dialer plans. Configured via the web portal but applies to calls made from mobile too.
Creating a Workflow
- Go to Sales Dialer > Workflows.
- Click New Workflow.
- Complete three sections:
1. Workflow Info
- Name your workflow.
- Select which campaign(s) to apply it to, or toggle Apply on all campaigns to run it globally.
2. Conditions
Define when the workflow fires. Combine conditions with AND or OR logic:
| Condition | Options |
|---|---|
| Call Duration | Minimum or maximum call length |
| Call Rating | 1–5 stars |
| Call Attempt Number | Which attempt (up to 10) |
| Disposition Group | Specific disposition group |
| Call Status | Completed, Busy, Abandoned, No Answer, Failed, Cancelled |
| Call Answered By | Human or Machine |
Important: The disposition group in your condition must match the group used during the call wrap-up. Dispositions inside and outside groups are treated separately.
3. Actions
Choose one or more actions to execute:
- Add contact to campaign — Move to an existing campaign or auto-create a child campaign. Optionally delete from the parent campaign.
- Send message to contact — Send an SMS using a JustCall number. Use dynamic fields for personalization.
- Create calendar event — Schedule a follow-up in the Scheduled Calls section, relative to call timing.
- Send data to webhook — POST real-time call data to an external URL.
- Save and activate.
Related Articles
- Advanced Workflows — detailed conditions and actions
- Send Email Through Workflows — email action setup
- Disposition Codes Setup — configure disposition groups
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