Push leads to Nooks when a rep moves them to the Call queue

When a rep drags a lead into the Call queue list, Master Inbox creates a Nooks call task, so triage in the inbox becomes a dial in Nooks.

CallingNooksRepSDR managerRevenue plan
When
Moved to ListCall queue
Then
Push to Nooks as a call taskCall task due today with the thread link in the note

Why teams run it

Reps decide who to call with one drag, and the dialer queue fills itself.

Set it up in Master Inbox

  1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
  2. Name it Push leads to Nooks when a rep moves them to the Call queue.
  3. Set the trigger to Moved to List and choose Call queue.
  4. Add the action Push to Nooks as a call task: Call task due today with the thread link in the 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 leads to Nooks when a rep moves them to the Call queue",
  "trigger_type": "moved_to_list",
  "trigger_config": {
    "inbox_type_ids": [
      52310
    ]
  },
  "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 leads to Nooks when a rep moves them to the Call queue". 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

Can I push many leads at once?

Yes. Moving leads to the list in bulk fires the workflow for each one.

Can I also enrich them first?

Yes. A separate workflow on the same list can run phone enrichment.

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

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