Add a Call Data Action to a task


Use Call Data Action within a task to retrieve a specific attribute about a contact from integrated data actions. For example, name, address, contact numbers, account number, account status, and so on.

  1. From the Architect home page, click or hover over the Flows menu and select the desired flow type.
  2. Create a new flow or select an existing one. The flow’s configuration page opens.
  3. Select the task and click Click to open. The task editor opens.
  4. From the task editor Toolbox, expand the Data category and drag a Call Data Action to the desired location in the task editor.
  5. In the Name box type a meaningful name for the action. This name becomes the name of the Call Data action in the task workflow.
  6. From the Category list, choose the category that contains the data action.
  7. From the Data Action list, choose the desired data action.
  8. To use the default one-minute timeout for the data action, enable the Use action’s suggested timeout check box. Clear it to define your own timeout parameters.
  9. Depending on the selected data action, define Input, Success Outputs, and Failure Outputs that the action executes at runtime. 
    Note: The properties that appear come from the request schema created for the data action.
  10. Continue building the task per your flow design, including the Call Data Action’s Success, Failure, and Timeout paths.

For more information, see Call Data Action.