What steps are involved in setting up the NPF (NoPaperForms) integration with MyOperator?
๐งญ Table of Contents
- Overview
- Step 1: Enable Required Features in MyOperator
- Step 2: Gather and Share Integration Details with NPF CRM Team
- Step 3: Configure Webhooks in MyOperator
- Step 4: Create and Configure the IVR Call Flow
- Step 5: Outgoing Call Flow (If Enabled)
- Final Checklist Before Go-Live
- FAQs
- Related Articles
๐ง Overview
The NPF (NoPaperForms) integration with MyOperator streamlines the process of call routing, logging, and CRM synchronization for your telephony system. By connecting webhooks and configuring key features, the integration enables seamless interaction between MyOperator and LeadSquared CRM, enhancing user experience and data accuracy.
๐ Step 1: Enable Required Features in MyOperator
Before initiating the integration, ensure the following features are enabled in your MyOperator account:
- โ Webhook โ In-Call
- โ Webhook โ After-Call
- โ Input Node
- โ Anonymous User ID
- โ Outgoing with OBD Campaign (for outbound calling triggered from CRM)
Goal: Make sure all required features are set up in MyOperator to facilitate smooth data transfer and call logging during integration.
๐ Step 2: Gather and Share Integration Details with NPF CRM Team
To enable backend configuration, gather the following details and share them with the NPF CRM team:
Item | How to Retrieve |
API Token Key | MyOperator โ APIs and Webhook โ Calling API |
Company ID | Same as above |
Secret Token | Same as above |
X-API-Key | Same as above |
Public IVR ID | Call โ Outgoing โ Campaigns โ Create or copy Campaign ID |
Counsellor User IDs | Manage โ Users โ Print โ Export counsellor IDs |
Anonymous User ID | Manage โ Users โ Print โ Identify anonymous user ID |
Goal: Ensure that all integration details are shared with the NPF CRM team for backend configuration to proceed smoothly.
Fig1: Public IVR ID
Fig2: User ID and Anonymous User ID
FIg3: User id
FIG4: Anonymous User ID
โ๏ธ Step 3: Configure Webhooks in MyOperator
- Login to MyOperator Panel.
- Navigate to APIs and Webhooks โ Calling Webhooks.
- Configure the following webhooks:
- In-Call Webhook (POST method)
- After-Call Webhook (POST method)
- Set Content-Type to application/json as instructed by the CRM team.
Goal: Ensure that MyOperator webhooks are set up correctly to facilitate real-time data exchange during calls.
๐ง Step 4: Create and Configure the IVR Call Flow
- Go to Call Flows โ New Advanced Call Flow in MyOperator.
- Add a Welcome Message (e.g., โWelcome to XYZ Universityโ).
- Add Input Node:
- Leave the recording field blank.
- Set the Webhook Trigger to Automatic.
- Use the Webhook URL provided by the CRM team (e.g., getCounsellor).
- Design the Flow:
- Webhook Type: POST
- Method: getCounsellor (fetches counsellor assignment)
- Webhook URLs:
- In-Call Webhook: ivrCallNotification (Sends call updates during the call)
- After-Call Webhook: ivrCallBackDetails (Sends call summary after the call)
Goal: Set up the IVR flow to guide the call routing and data syncing during both incoming and outgoing calls.
๐ Step 5: Outgoing Call Flow (If Enabled)
If outbound calling is triggered from the CRM, the call flow will be:
- Call lands on the agentโs mobile: The agent answers the call.
- Call connects to the student: Once the agent answers, the call may either:
- Connect directly to the student, then the agent, or
- Connect to the agent first, then dial the student.
Goal: Ensure the correct routing behavior is set up for outbound calls initiated from the CRM.
โ Final Checklist Before Go-Live
Before going live with the integration, confirm that all the following tasks are completed:
- โ All credentials and user IDs shared with the CRM team.
- โ Webhooks configured and tested.
- โ IVR call flow is published and functional.
- โ Outgoing feature tested (if applicable).
- โ NPF confirms CRM-level webhook consumption is successful.
Goal: Ensure everything is tested and configured to guarantee a smooth transition when going live with the integration.
โ FAQs
Q1. What are the required features in MyOperator for integration?
A. The integration requires enabling webhooks (In-Call and After-Call), Input Node, Anonymous User ID, and Outgoing with OBD Campaign.
Q2. How do I configure the IVR flow in MyOperator?
A. Go to Call Flows โ New Advanced Call Flow, add a welcome message, and configure the input node and webhooks as per the CRM instructions.
Q3. What happens if the outgoing call feature is enabled?
A. The call will first land on the agentโs mobile or on the student, depending on the setup. Once answered, it will proceed as per the configuration.
Q4. How do I test the outgoing feature?
A. Test the outgoing feature by triggering a call from the CRM, ensuring the agent and student connection is functioning as expected.
๐ Related Articles
- How to Set Up Webhooks in MyOperator
- Troubleshooting NPF Integration with MyOperator
- LeadSquared CRM Integration Overview
๐ท๏ธ Keywords
NPF integration, NoPaperForms, MyOperator, webhook configuration, IVR call flow, CRM synchronization, lead routing, call logging, agent workflow, automated call handling
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