Skip to main content
The After tab on a genie’s page is titled “Where the outcome goes” — this is Sync’s name for post-call actions: things that happen automatically right after a call wraps up, the follow-up work a human agent would otherwise have to do by hand.

​
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 ("Where the outcome goes") showing the list of configured post-call actions

​
Setting one up

Each post-call action is a capability tied to a connection, built the same way any after-call capability is. It runs automatically once a call ends, and you can turn any individual action on or off with its toggle on the After tab without deleting it. There’s also a manual Test option in the action’s editor.
Test runs the real chain, the same as testing any capability — so it can send a real email or call a real API.
Post-call action configuration form with its on/off toggle

​
Send it anywhere — your own way

If your team wants to build something more custom on top of a call ending, the After tab also offers a ready-made HTTP request starting point with the exact shape of the call-outcome data already filled in (who called, how long, the summary, the outcome, a link to the transcript) — you just add the address it should be sent to, instead of building a capability from a blank form.

​
Not the same as Notify Me

Post-call actions are things your genie does — a CRM note, a webhook call, a generated document. They’re separate from the notification channels you turn on per genie in its Notify me tab, which control whether you and your team get pinged (Slack, Telegram, and others) about what a genie did. Use post-call actions to act on the call outcome; use Notify Me to be told about it.

​
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.