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Automate tasks

Connecting VICIdial to other tools safely. Start with the guide that matches what you are trying to learn or fix.

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Guides for automate tasks

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96Automate tasksMessaging integrationWhatsApp with VICIdial: a safe, opt-in integration planConnect a consented WhatsApp conversation to the right VICIdial lead without pretending that a phone dialer is a WhatsApp inbox.Choose the right option · 7 min97Automate tasksFollow-up workflowSend an email after a VICIdial call without creating an open relayDesign a consented, auditable post-call email handoff that starts with VICIdial's own Dispo Call URL and keeps mail credentials and customer data protected.Choose the right option · 7 minAI01Automate tasksAI and call recordingsAdd AI transcription to VICIdial safely: a test-only call-recording workflowTurn one consented lab recording into a transcript without routing live calls through an AI service.Safe practice lab · 5 min
CRM01Automate tasksCRM integrationConnect VICIdial to Vtiger or Salesforce safely: a test-only CRM sync patternStart with VICIdial's own CRM Popup, Web Form and Call URL fields, then build a small, traceable test sync for whatever they can't reach.Step-by-step guide · 7 min54Automate tasksSMS and OmnichannelAdd SMS to VICIdial: no native feature, just an integrationVICIdial has no native SMS sending: no outbound texting screen, no carrier connection, no message table in its schema. This guide wires a real SMS provider into VICIdial's existing extension points — a Call URL fires on a call event, your own relay calls the provider's HTTPS API, and the Non-Agent API's update_lead writes the delivery result back onto the lead, with inbound replies handled the same way.Step-by-step guide · 13 min62Automate tasksCRM IntegrationIntegrating VICIdial with Salesforce: no native connector, just extension pointsVICIdial has no built-in Salesforce connector: there is no app to install and no setting that turns it on. This guide starts with the three agent-facing mechanisms it already ships — Web Form, CRM Popup, and Start Call URL — then shows the architecture you build beyond them: Call URLs and the Non-Agent API on the VICIdial side, the REST API and OAuth 2.0 on the Salesforce side, how to give a lead the same identity in both systems using vendor_lead_code and a Salesforce external ID field, and why every write has to be idempotent, because a call event can duplicate, arrive late, or never arrive at all.Step-by-step guide · 17 min69Automate tasksPer-minute economicsAmazon Connect vs VICIdial: no seat license on either sideAmazon Connect publishes no per-seat price at all: $0.038 per voice minute plus telephony, the same usage-based shape VICIdial already runs on. This article prices that structural match, contrasts it with the seat-priced quotes already verified on this site, and hands over the query and formula to price your own connected minutes against either rate card.Choose the right option · 10 min73Automate tasksIntegration surface, not a top-10 rankingAI SDR tools next to a VICIdial call centerEight AI SDR (sales development representative) tools verified against their own websites, mapped to the one integration surface that actually exists on a self-hosted VICIdial system: Call URLs out, the Non-Agent API back, and a hard line around anything that wants call audio.Choose the right option · 12 min16Automate tasksAPI boundariesVICIdial Agent API vs Non-Agent API: choose the boundary before automatingUse the Agent API for a logged-in agent session and the Non-Agent API for administrative data and reporting work.Step-by-step guide · 6 min17Automate tasksIntegration boundariesVICIdial webhooks and events: Call URLs, Agent Events Push, CORS, WebSockets and SSE boundariesBuild idempotent integrations around documented VICIdial extension points without calling browser events a transactional webhook stream.Understand the basics · 5 min26Automate tasksSchema decision frameworkVICIdial custom fields: dynamic tables, APIs and migration safetyTreat list-specific custom fields as runtime schema, then test imports, API writes, backups and list moves without guessing at a table definition.Understand the basics · 4 min13Automate tasksAgent APIThe VICIdial Agent API with real code: curl, JavaScript and agc/api.phpA practical, code-heavy walkthrough of the VICIdial Agent API at agc/api.php: how to authenticate, the shape of a request and response, and runnable curl and JavaScript for pause, resume, dial, hangup, disposition, and transfer.Step-by-step guide · 14 min18Automate tasksVICIdial APIsThe VICIdial Non-Agent API, with real codeA hands-on tour of `/vicidial/non_agent_api.php`, cited against VICIdial's own shipped docs: authentication, per-function permission levels, and working curl and JavaScript calls covering all 59 functions across leads, lists, campaigns, users, DIDs, phones, recordings, monitoring, housekeeping, and reports.Step-by-step guide · 16 min20Automate tasksWebhooks and CRM integrationVICIdial Call URLs: trigger an external system on call eventsHow VICIdial's built-in Call URL feature fires an HTTP request to your own endpoint on lifecycle events like start, disposition, and dead call, including the --A--field--B-- substitution syntax and why every receiver must be idempotent.Step-by-step guide · 11 min09Automate tasksIntegration patternsVICIdial API automation that does not hide failuresNeither API gives you an idempotency key or a request ID — build your own operation key, classify SUCCESS, ERROR and NOTICE separately, and verify writes outside the writer account.Understand the basics · 4 min

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