Trigger Workflows Based on Call Outcomes

Trigger Workflows Based on Call Outcomes

December 12, 20252 min read

How It Works

Gold Star Pro now supports Call Dispositions, allowing reps to select a clear outcome at the end of every call and instantly trigger workflows based on that choice. Instead of relying on call status alone, automations can now fire based on what actually happened during the conversation.

After a call ends in the Web Dialer, the rep selects a disposition such as Follow Up, Requested Appointment, Not Interested, or Incorrect Number. That selected outcome is saved to the contact record and becomes available as a workflow filter, enabling precise and meaningful automation.

Call Dispositions are fully customizable by sub account admins and are automation ready from day one.


How to Use

  1. Finish a call in the Web Dialer.

  2. Select a call disposition from the post call picker.

  3. Click Done to save the outcome.

For automation setup:

  1. Go to Workflows.

  2. Add a trigger or filter using Call Details.

  3. Select Custom Disposition and choose the outcome you want to act on.

  4. Build your follow up logic such as sending messages, adding tags, or re enqueuing contacts.

Dispositions are stored on the call record and can be referenced consistently across automations.

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Why This Matters

Not all completed calls mean the same thing. A connected call could lead to a booking, a follow up, or a clear no. Until now, workflows could not tell the difference. Call Dispositions change that.

This update gives you:

• Faster wrap up for reps with fewer notes required.
• Cleaner automations based on real outcomes, not guesswork.
• Better visibility into call results across your team.
• Consistent data you can query, audit and report on.

Your automations now reflect the reality of the conversation, not just the fact that a call ended.


Use Cases

• Requested Appointment triggers an SMS with a booking link and creates a follow up task.
• Follow Up re enqueues the contact into Power Dialer after a set delay.
• Not Interested applies a tag and removes the contact from nurture campaigns.
• Incorrect Number flags the record and stops future call attempts.

Important Notes:
• Admins can create, edit or delete dispositions in Settings > Phone System > Voice > Call Dispositions.
• If a disposition name is changed, existing workflows continue working with the new name.
• If a disposition is deleted, workflows using it must be updated.
• Mobile app support for Call Dispositions is coming soon.

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