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Convoso

Cloud contact center lead and campaign management

Connect to Convoso cloud contact center to manage leads, campaigns, agents, lists, callbacks, DNC entries, and call recordings

23
Total Actions
7
View Data
12
Make Changes
4
Remove Data
7
View actions

Look up data, search, list, and analyze

12
Change actions

Create new things, update existing ones

4
Remove actions

Delete records and clean things up

read7 actions

Search Leads

read

Search for leads in Convoso. Filter by phone number, list, status, date range, and more. Returns matching lead records with contact info and disposition data.

Search Recordings

read

Search for call recordings in Convoso. Filter by date range, phone number, campaign, agent, or lead. Returns recording metadata with URLs.

List Campaigns

read

List all campaigns in Convoso. Returns campaign IDs, names, statuses, and configuration details.

Search Agents

read

Search the Convoso agent monitor to view agent statuses, current calls, and activity. Useful for real-time monitoring of call center agents.

Search Lists

read

Search for lead lists in Convoso. Returns list IDs, names, sizes, and associated campaigns.

Search Callbacks

read

Search for scheduled callbacks in Convoso. Callbacks are scheduled return calls to leads.

Search Dnc

read

Search the Do Not Call (DNC) list in Convoso. Check if a phone number is on the DNC list or browse all entries.

write12 actions

Add Lead

write

Insert a new lead into Convoso. Requires at minimum a list_id and phone_number. Optionally include name, address, email, and custom fields. Returns the created lead ID.

Update Lead

write

Update an existing lead in Convoso. Requires the lead_id. Any provided fields will overwrite the existing values.

Set Campaign Status

write

Change the status of a campaign in Convoso. Use to start, pause, or stop a campaign.

Logout Agent

write

Force-logout an agent from Convoso. Removes them from the dialer session.

Create List

write

Create a new lead list in Convoso. A list is a container for leads that can be assigned to campaigns.

Update List

write

Update an existing lead list in Convoso. Change the name, campaign assignment, or active status.

Create Callback

write

Schedule a new callback in Convoso. A callback is a reminder to call a lead back at a specific time.

Update Callback

write

Update an existing callback in Convoso. Change the scheduled time, agent, or comments.

Add To Dnc

write

Add a phone number to the Do Not Call (DNC) list in Convoso. Prevents the number from being dialed.

Create Status

write

Create a new lead status/disposition in Convoso. Statuses categorize call outcomes (e.g. Sale, No Answer, Callback).

Update Status

write

Update an existing lead status/disposition in Convoso. Modify the name, category, or selectability.

Update Call Log

write

Update a call log entry in Convoso. Modify the disposition or other details of a completed call.

delete4 actions

Delete Lead

delete

Delete a lead from Convoso by lead ID. This action is permanent and cannot be undone.

Delete List

delete

Delete a lead list from Convoso. This also removes all leads in the list. Cannot be undone.

Delete Callback

delete

Delete a scheduled callback from Convoso.

Remove From Dnc

delete

Remove a phone number from the Do Not Call (DNC) list in Convoso. Allows the number to be dialed again.

Connection details

How you connect
API Key
Category
Telephony
Version
1.0.3
Actions
23
Last Updated
2026-03-01
Setup guide
View guide →

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