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Abby Connect and Dropbox Integration for Call Data

When Abby Connect AI receptionist logs a New Call Record, caller ID, notes and call start date/time are sent to Dropbox through Zapier to create organized files your team can access anytime. This integration automates file creation in Dropbox so teams can review call and message details without copying information by hand.

Use Cases

  • Call Records Archived for Review: When Abby Connect logs a New Call Record, Zapier creates a dated file in Dropbox containing the caller ID, notes and call start date/time. Your operations team can review these files later to verify call handling and maintain organized documentation.
  • Message Files for Client Follow-Ups: When Abby Connect receives a New Message, Zapier adds a file in Dropbox with the caller name, phone number and case type, if available. Your support staff can open the folder to manage follow-ups and ensure every inquiry is addressed promptly.
  • Reference Files from Call Notes: Every New Call Record in Abby Connect triggers Zapier to create a reference file in Dropbox using the caller ID, notes and receptionist name. Your team can use these files to plan next steps and keep project actions visible across departments.
  • Sales Inquiries Filed in Dropbox: Sales teams get automatic Dropbox files whenever Abby Connect receives a New Message. Zapier sends the caller name, phone number and case type, if available, so your sales staff can review lead details and keep client folders up to date.

Features

  • Automatic Call File Creation: Each New Call Record creates a Dropbox file with caller ID, notes and call start date/time so teams can review details later.
  • Message Files Added to Dropbox: When a New Message arrives, Zapier creates a document in Dropbox containing the caller name and case type, if available, along with any additional caller info.
  • Organized Call Documentation: Zapier adds a new file in Dropbox for each New Call Record, grouping notes and receptionist name to help teams save time locating call data.

Resources

FAQs

Is the Abby Connect and Dropbox integration one-way?

Yes. It is a one-way integration that uses Zapier to send data from Abby Connect to Dropbox. Information such as caller ID, notes and call start date/time can be sent, but no data flows back into Abby Connect.

What triggers are available for sending data to Dropbox?

The integration supports two triggers in Zapier: New Call Record and New Message. When either event occurs in Abby Connect, Zapier can automatically create or update a file in Dropbox with the related call or message details.

How do I set up the Abby Connect and Dropbox integration?

To set up, log in to your Zapier account, choose Abby Connect as the trigger app and select Dropbox as the action app. You will need your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier to complete the connection.

What information is sent from Abby Connect to Dropbox?

When a New Call Record trigger fires, Abby Connect sends details like caller ID, notes and receptionist name. For New Message triggers, fields such as caller name, phone number, caller location and case type can also be included if available.

How can teams use Dropbox files created by this integration?

Teams can organize call records and messages in shared Dropbox folders for easy access. This helps reduce manual work by automatically capturing Abby Connect details in a central location where staff can review and manage follow-ups.

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