Solved Create contact automatically

[pedrotms]

Hi everyone, how are you?

I need to automatically create a contact in the CRM if it's not found in the initial search when a call comes in or goes out.

I've seen in other discussions that this hasn't happened automatically for a long time, but it's possible to customize it. How? Is it through the CreateContactRecord scenario, or do I have to create a completely new scenario for that?

 

[Evolute IT]

DM me. We've done it many times in a specific way that makes it easy to enable/disable.

 

[edossantos_sipcaller]

You will need to edit the template. Basically, chain the contact lookup scenario with a new scenario that creates the contact when not found.

 

[pedrotms]

Hi Ernesto. That's what I had trouble with yesterday. I finally managed it after several attempts.

I needed to set up the contact creation scenario like this:

    <Scenario Type="REST">
      <Request SkipIf="[CreateContactEnabled]!=True" Url=

I didn't understand why, but it works somehow. If the first scenario doesn't find a contact, it executes this second scenario and then I create the contact.

The solution was to leave the scenario without an ID.

 

[edossantos_sipcaller]

Leaving the scenario without an ID makes it part of the scenarios that are executed during contact lookup. However, with that configuration you will get a new contact created for every call, not just when it's not found. You need to add something else to the SkipIf attribute, so you also skip this scenario when there are contacts found in the previous ones.

 

[Evolute IT]

Hi Ernesto. That's what I had trouble with yesterday. I finally managed it after several attempts.

I needed to set up the contact creation scenario like this:

    <Scenario Type="REST">
      <Request SkipIf="[CreateContactEnabled]!=True" Url=

I didn't understand why, but it works somehow. If the first scenario doesn't find a contact, it executes this second scenario and then I create the contact.

The solution was to leave the scenario without an ID.

This is not the proper way to do it.

 

[pedrotms]

So, it's working as expected... it's not generating a contact for each call. But what can I put in the skip if statement to skip the call when it has already found the contact previously?

<Request SkipIf="[CreateContactEnabled]!=True || [EntityId]==&quot;&quot;"

Will this be correct?

 

[edossantos_sipcaller]

Will this be correct?

No, that syntax is wrong. Something like this:
SkipIf="[IIf([FoundRecordCount]>0,True,[CreateContactEnabled]!=True)]"

 

[pedrotms]

I'll test it. Thank you! I'll come back here to let you know if I was able to do it.

 

[pedrotms]

It worked too, I'll leave it like this as a precaution. Thank you all for the guidance.