Push a lead to Nooks as a call task when they ask for a call

When a reply is labeled Call/Reply, Master Inbox pushes the lead to Nooks as a call task with a due time, priority, rep and note, so your callers dial it the same day.

CallingNooksSDR managerRevenue plan
When
Add LabelCall/Reply
Then
Push to Nooks as a call taskCall task with due time, priority, rep and note

Why teams run it

Call requests buried in email get dialed the same day by the team that owns the phone.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Push a lead to Nooks as a call task when they ask for a call.
  3. Set the trigger to Add Label and choose Call/Reply.
  4. Add the action Push to Nooks as a call task: Call task with due time, priority, rep and note.
  5. Save the workflow and switch it to Active.

Before you start, connect Nooks under Settings, Integrations.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Push a lead to Nooks as a call task when they ask for a call",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "push_to_nooks"
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Our workflow guide is written for AI agents to read. Give your assistant your API key and this prompt:

Read https://app.masterinbox.com/public-workflow-api.md and use my Master Inbox API key to create this workflow: "Push a lead to Nooks as a call task when they ask for a call". First call GET /workflows/filter-fields and look up my label, list and channel ids, then create the workflow and tell me what you set up.

Questions

What do I need on the Nooks side?

Pushing call tasks needs Nooks API access. Finished Nooks calls can flow back to the lead in Master Inbox through the Nooks webhook.

Can I build this workflow through the API?

Yes. Send the create-workflow request shown on this page with your Master Inbox API key. The API checks the payload first and lists every problem by field if anything is off.

Which plan includes this?

This workflow works on the Revenue plan. Every plan has unlimited users and starts with a free 7-day POC.

Learn more

Related workflows

Browse all 177 workflows

Run this on your own inboxes

Free 7-day POC. Unlimited users on every plan.

Start your free 7-day POC