We want to do outbound call campaigns and run outbound calls on a scheduled basis.
Enterprise Routing Contact Center
You require service owner rights to create the list and the power automate flow
- You need a Enterprise Routing or Contact Center license to make use of Outbound Call Nimbus Features.
- A service must be configured for "Outbound Calls", enabled in Modality Service Settings.
🔍 Note: Read about Outbound Service Call / Call On Behalf in the knowledge base.
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Create the list
First, we need to create a list to manage the outbound calls. You can skip this if you already have a system that holds such tasks.
In our example we simple use Microsoft Lists. On your outbound service in Teams, add a tab and add a list. Define the list columns as follows:
Name - Type of the column:
- Title - Single line of text (default)
- Number - Single line of text
- Datetime - Date and Time
- Status - Yes/No
- Comments - Multiple lines of text
Optionally, you can add a conditional formatting on the Status column with the following rules:
Add some test data to it.
✅ We are ready to read these values and generate outbound service calls.
Create the flow
🔍 If you are using Microsoft Lists, the flow is very quickly set up.
Start with a Recurrence trigger.
We want the flow to check the list every minute.
Add a Get items element of the Sharepoint Connector to the flow and set the Site Address and List name to yours.
Now add a AddOrUpdateOutboundTask from the Nimbus Connector to the flow.
Set the properties to
Now we want to set the status to Yes in the list so that the entry is labelled as scheduled.
Add a Update item element to the flow and set the fields accordingly.
✅ Enable your flow in Power Automate. You are ready to test it.
Test your flow
Add some entries to the list with a Datetime value in the near future and observe that calls get created in your Outbound service in Nimbus.
You can see such outbound tasks using the Supervisor dashboard and a "Service Outbound Tasks Tabular".