Each workflow has two components: rules (filter criteria that control which calls qualify) and tasks (actions that run on qualifying calls).

Note

This page covers Workflow Rules & Tasks. For Call Flow Actions, see: Add-ons, filters and routing options.

Rules (filter criteria)

Rules narrow the set of calls a workflow acts on. All rule conditions must be met unless you configure OR logic.

Tip

See Branches, conditions and examples for details on AND/OR logic.

AI

Free Text Question (AI): Ask Nimbata AI any call-related yes/no question. For example: “Was the caller a returning customer?”

Call Details

  • 1st Time Caller (1yr): Identifies whether a caller is new or repeat within the past 365 days.
  • Call Duration: Filters by call length in seconds (equal to, more than, less than, or within a range).
  • Call Outcome: Filters by outcome: Answered, Not Answered, Answered or Voicemail, or Blocked.
  • Call Type: Filters by how the call flow routed the call. The rule’s labels differ from the call flow builder’s: Regular is a single Dial, Multi is Multiple (ring several numbers at once), Priority is Sequential (ring numbers in order), and Weighted is Weighted (split calls by percentage).
  • Caller: Filters by caller number (equal to, begins with, ends with, contains, includes, or excludes one or more prefixes).
  • Caller Name: Filters by caller name using the same string match options.
  • Calling Country: Filters by one or more countries based on calling prefixes.
  • Destination: Filters by destination number using string match options.
  • Digits Pressed by Caller: Filters by digits the caller pressed during the call.
  • Digits Pressed by Destination: Filters by digits the destination pressed during the call.
  • Hangup Cause: Filters by termination reason: Capped, Hangup, Invalid Key Entry, Lose Race, No Answer, No Call Flow, Normal Clearing, Originator Cancel, Spam Filter, User Busy, or Other.
  • Recording: Filters by whether a recording is present.
  • Recordings (stopped): Filters by whether the recording was stopped mid-call.
  • Talk Duration: Filters by active talking time in seconds.
  • Time: Filters by time of day (before, after, or within a time window).
  • Times Called: Filters by how many times a caller’s number has called (equal to, more than, less than, or within a range).
  • Tracking Number: Filters by specific tracking numbers using string match options.
  • Transcriptions: Filters by whether a transcription is present.
  • Voicemail: Filters by whether a voicemail is present.

Attribution*

  • Call Page: Filters by the page the call originated from.
  • Click ID: Filters by the click ID associated with the call.
  • Device Type: Filters by device: Desktop, Mobile, Tablet, or Unknown.
  • Source Type: Filters by ad source type (All Digital, Custom Parameters, Direct, Email/Newsletter, Google Ads Call Extension, Google My Business, Impression, Offline, Online Paid, Organic Search, Other, Print, Radio, Referrers (All), SMS, Social, or TV).
  • UTM Campaign: Filters by campaign ID string.
  • UTM Medium: Filters by UTM medium string.
  • UTM Source: Filters by UTM source string.

Fields**

  • Notes^: Filters by whether spoken content matches specific words, phrases, or patterns.
  • Rating^: Filters by call rating (1 to 5 stars).
  • Tag^: Filters by Call Status tags (Appointment Booked, Call Back Requested, Follow-up Scheduled, Call Dropped / Technical Issue, Conversion, Existing Customer, No Answer, Not Interested, Qualified Lead, Sale Confirmed, SPAM, or Wrong Number) or Sentiment tags (Angry, Frustrated, Happy, Mixed, or Satisfied).
  • Value^: Filters by monetary value assigned to a call.

Conversation

  • Word & Phrase Spotting: Filters by words or phrases spoken by the caller, the destination, or both. Define the terms and choose whether all or any must appear.

Other

  • Call Flow: Connects a workflow to one or more call flows.
  • Swap Group: Connects a workflow to one or more swap groups.

Tasks (actions)

Tasks define what Nimbata does when a call passes all the rules.

Transcribe Call: Converts call recordings into text. This is the foundation for all AI-powered tasks.

Update Field**

Note

^The following four fields use the same parameters as their rule equivalents and also support a Fill with AI option.

  • Tags: Apply tags to the call. With Fill with AI, instruct Nimbata AI how to tag and which tags it can apply.
  • Notes: Add notes to the call. With Fill with AI, instruct Nimbata AI what to capture.
  • Rating: Assign a star rating. With Fill with AI, instruct Nimbata AI how to score the call.
  • Value: Assign a monetary value. With Fill with AI, instruct Nimbata AI how to calculate it.

Perform an Action

  • Summarize Call: Generates an AI summary of the call.
  • Add to Spam Filter: Tags all qualifying calls as spam.

Integrations

Integration What it does
Email Notifications Sends call or SMS events to your inbox
Google Ads Pushes call conversions to Google Ads for campaign optimization
Google Analytics Sends call events to GA4
Slack Sends call alerts to a Slack channel
Facebook Sends call events to Meta Events Manager
Google Sheets Exports call data to a Google Sheet
HubSpot Creates or updates contacts in HubSpot
Microsoft Ads Pushes call conversions to Microsoft Ads
Microsoft Dynamics Sales Creates or updates contacts in Microsoft Dynamics
Pipedrive Syncs call activity to Pipedrive
Salesforce Syncs call activity to Salesforce
Webhook Sends call data to any external web application or service
Zapier Connects to thousands of marketing, sales, and CRM tools
Zoho Creates or updates contacts in Zoho
Cometly Streams call data to Cometly for ad attribution

Tip

*Nimbata also supports custom attribution parameters and custom fields. See the guides below.

Detailed guide: Cookie capture
Detailed guide: Create a custom field
Detailed guide: Create a workflow
Detailed guide: Firing order