Hand interested email replies to a separate calling team

When a reply is labeled Interested and the lead has a phone number, Master Inbox adds a Call label and moves it to the Callers list. Callers see only threads with that label.

Routing and assignmentSDR managerTeam plan

When

Add LabelInterested

Only if

Phone number is not empty

Then

Add labelsCall

And

Move to listCallers

Why teams run it

The person who writes is not always the person who calls, and the handoff should not depend on a message in chat.

Set it up in Master Inbox

In Master Inbox, open Settings, then Workflows, and click Add a workflow.
Name it Hand interested email replies to a separate calling team.
Set the trigger to Add Label and choose Interested.
Add a condition: Phone number is not empty.
Add the action Add labels: Call.
Add the action Move to list: Callers.
Save the workflow and switch it to Active.

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. This workflow also uses conditions: add them under trigger_config.conditions, as shown on the conditions page.

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": "Hand interested email replies to a separate calling team",
  "trigger_type": "add_label",
  "trigger_config": {
    "label_ids": [
      176479
    ]
  },
  "action_configs": [
    {
      "action_type": "add_labels",
      "label_ids": [
        176480
      ]
    },
    {
      "action_type": "move_to_list",
      "inbox_type_id": 52311
    }
  ]
}'

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: "Hand interested email replies to a separate calling team". 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

How do callers see only their leads?

Give the callers member permissions scoped to the Call label.

Can I push them to a dialer too?

Yes. Add Push to Nooks or Add to Aircall campaign to the same workflow on the Revenue plan.

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 Team plan. Every plan has unlimited users and starts with a free 7-day POC.