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Post-call actions are things that happen automatically right after a call wraps up — the follow-up work a human agent would otherwise have to do by hand.

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Common actions

  • Log a note in your CRM — HubSpot, Salesforce, or similar, so every call leaves a trail.
  • Post a summary to your team — a Slack message with the call recap and outcome.
  • Add a calendar event — for calls that end in a scheduled follow-up.
  • Send a recap email — a friendly summary sent straight to the caller.
  • Trigger a webhook — for anything else your own systems need to react to.
After tab showing the list of configured post-call actions

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Setting one up

Post-call actions live on your genie’s After tab. Each one is tied to a connection and runs automatically once a call ends — nothing to trigger manually.
Post-call action configuration form

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For developers on your team

If your team wants to build something more custom on top of a call ending, the After tab also exposes a raw webhook URL and the exact shape of the data it sends — useful if you’re wiring call outcomes into a system Sync doesn’t support out of the box yet.

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Checking what happened

Every post-call action’s run shows up in your Activity log, so you can always confirm a CRM note actually landed, or a Slack message actually sent.