Phone Number Tagging Automation

This tutorial will guide you through creating an automation in TheraSaaS that automatically applies a specific tag to inbound calls originating from a particular phone number. This feature is valuable for organizing contacts and ensuring efficient follow-up for calls from different sources.

Prerequisites:

• This will work best TheraSaaS accounts with multiple active phone numbers. 

Steps:

1. Create a Workflow:

   • Navigate to the "Automations" tab within your TheraSaaS account.
   • Click "Create Workflow" to start a new automation from scratch.

2. Configure Trigger:

   • Trigger Event: Select "Call Status" as the trigger event.
   • Add Filters:
     • Filter 1: Set "Call Direction" to "Incoming."
     • Filter 2: Choose the specific phone number for which you want to apply the tag. For example, if you have a dedicated phone number for "Psychology Today," select that number.

3. Add Tag Action:

   • Search for and select the "Add Contact Tag" action.
   • Set Tag Name: Enter the desired tag name. In this example, use "Called Through Psychology Today" or simply "Psychology Today."

4. Save and Publish:

   • Save the workflow with a descriptive name, such as "Inbound Call - Psychology Today."
   • Publish the workflow to activate the automation.

How it Works:

Once published, this automation will automatically monitor all incoming calls. When a call is received on the specified phone number, the workflow will trigger, and the designated tag will be applied to the corresponding contact record.

Benefits:

• Improved Contact Organization: Easily identify and segment contacts based on the source of their calls.
• Streamlined Follow-up: Efficiently track and prioritize follow-up activities for calls from specific sources.
• Enhanced Call Management: Gain better insights into call volume and patterns from different phone numbers.

This tutorial provides a basic framework. You can customize it by:

• Applying different tags to calls from other phone numbers.
• Adding additional actions to the workflow, such as sending automated messages or assigning tasks.
• Refining the trigger conditions to further customize the automation.

By implementing this automation, you can significantly streamline your call management processes within TheraSaaS.