[2026-02-09 10:19:24] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": 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"", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-09T09:15:56-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached a voicemail message. The agent used a tool to detect the voicemail instruction.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "20", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-09 10:19:24] Payload: { "call_number": "2899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign" } } } } [2026-02-09 10:19:25] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-02-09 10:20:28] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-09T10:19:25-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached a voicemail message. The agent used a tool to detect the voicemail instruction.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "21", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-09 10:20:28] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign" } } } } [2026-02-09 10:20:28] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-09 10:26:13] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-09T10:20:29-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached a voicemail message. The agent used a tool to detect the voicemail instruction.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "22", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-09 10:26:13] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign" } } } } [2026-02-09 10:26:14] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-09 11:04:18] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-09T10:26:14-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached a voicemail message. The agent used a tool to detect the voicemail instruction.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "23", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-09 11:04:18] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign" } } } } [2026-02-09 11:04:18] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-09 11:26:51] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.135.74", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-06", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "I mean, the price is too much for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "the price is too much for me", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-09T11:04:19-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached a voicemail message. The agent used a tool to detect the voicemail instruction.\n", "aitm_callsummarytitle": "Voicemail Detection Success", "number_of_call_attempts": "24", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Cost", "npi_email_temp": "tri@directobjective.ca", "initalvalue": "Promoting improvements in payroll in Canada", "astreasonsnottorenew": "It was beneficial but wasn\u2019t worth the membership fee", "astotherreasonsnottorenew": "I wasn't happy with the service I got.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "30", "npi_call_back_date_and_time": "2026-02-03T13:30:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-09 11:26:51] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 02 contact does not want to renew because the price is too much for them 1\n2026 Feb 03 call back scheduled at 11:54 AM 1\n2026 Feb 03 contact requested a call back at 12:30 today1\n2026 Feb 06 - Contact Tri Ly's Associate membership lapsed, called for feedback\n2026 Feb 06 - Call forwarded to voicemail, no contact with Tri Ly\n2026 Feb 06 - Contact confused, unable to answer questions\n2026 Feb 06 contact want to renew and said maybe1", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-09 11:26:52] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 16:26:33] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.151.177", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-10T16:33:00-05:00", "intcode": "04", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-10T16:49:00-05:00", "npi_transcriptsummary": "The agent attempted to call Tri Ly but reached their voicemail. The voicemail detection tool confirmed the presence of a voicemail message.\n", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "37", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Career", "astreasonsnottorenew": "No longer in Payroll", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "04", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-11 16:26:33] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": null, "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-11 16:26:33] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 16:49:19] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.197", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2025-05-30T14:00:00-04:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "The benefits are not enough for me.", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking events.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-10T16:33:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-11T16:26:34-05:00", "npi_transcriptsummary": "Tri Ly was contacted by Ellen from the National Payroll Institute regarding his lapsed membership. Tri Ly expressed an interest in renewing the membership and rated his satisfaction as 4 out of 5, with networking as the initial value of his membership.", "aitm_callsummarytitle": "Contact wants to renew", "number_of_call_attempts": "38", "number_of_calls_reached": "61", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "04", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "12", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-01-22T12:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "192" } [2026-02-11 16:49:19] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-11 16:49:19] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 18:31:15] Raw webhook (decoded): [] [2026-02-11 18:31:15] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "email": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "" } } } } [2026-02-11 18:31:16] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-02-11 20:09:29] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Contact unavailable, no callback time provided", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed membership. Gil said he forgot to renew. Ellen resent the renewal application to his email. Ellen asked about his initial value for joining, satisfaction, and age range. Gil said networking was his initial value, rated his satisfaction as 4, and preferred not to say his age. Gil hadn't received the email and Ellen resent it.\n", "aitm_callsummarytitle": "Membership Renewal Inquiry", "aitm_status_called": "2026-02-11T19:54:12-05:00", "number_of_calls_reached": "42", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Networking", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:09:29] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:09:29] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 20:15:18] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I am about to retire, so I don't need a membership.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "22", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed Associate membership. Gil found initial value in help with payroll issues and is not renewing because he is retiring. He rated his satisfaction as a 5 and falls in the 46-60 age range.", "aitm_callsummarytitle": "Membership Lapse and Non-Renewal due to Retirement", "aitm_status_called": "2026-02-11T20:09:31-05:00", "number_of_calls_reached": "42", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:15:18] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:15:19] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 20:16:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "05", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I am about to retire, so I don't need a membership.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant attempted to reach Gil regarding a matter, but he was unavailable. The individual on the call could not provide a specific time for when Gil would be available, so the assistant planned to call back later.", "aitm_callsummarytitle": "Gil not available", "aitm_status_called": "2026-02-11T20:15:20-05:00", "number_of_calls_reached": "42", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:16:44] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:16:44] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 20:22:07] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't find it accurate, and I had to go back to the government website for the right information.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil to discuss his lapsed Associate membership. Gil expressed initial value in 'staying current,' rated overall satisfaction as 3, and decided not to renew due to inaccurate information provided by NPI.", "aitm_callsummarytitle": "Membership Lapse Discussion", "aitm_status_called": "2026-02-11T20:16:46-05:00", "number_of_calls_reached": "43", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:22:07] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:22:07] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 20:27:39] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I don't believe I need the membership anymore.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil regarding his lapsed membership. Gil initially joined for a discounted seminar and rated his satisfaction with the membership as 4 out of 5. He prefers not to disclose his age range and is currently not interested in renewing his membership.", "aitm_callsummarytitle": "Non-renewal Survey for Gil", "aitm_status_called": "2026-02-11T20:22:08-05:00", "number_of_calls_reached": "45", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:27:39] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:27:39] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 20:35:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "3", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I haven't used your services much.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Gil was contacted by Ellen from the National Payroll Institute regarding his lapsed Associate membership. Ellen conducted a survey about his membership experience, during which Gil specified that he initially valued 'Stay Current' and rated his overall satisfaction as 3 out of 5. Gil mentioned he hasn't used the services much as the reason for not renewing.", "aitm_callsummarytitle": "Survey on lapsed membership", "aitm_status_called": "2026-02-11T20:27:40-05:00", "number_of_calls_reached": "46", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 20:35:47] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 20:35:48] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-11 22:28:20] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service", "dhmsfin_telemarketing_last_contacted_date": "2026-02-11T19:54:12-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No. Because I was not happy with your service.", "sendapplicationform": "2026-02-11T20:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The caller, Gil, had a lapsed Associate membership with the National Payroll Institute. He valued help with complex payroll issues but rated his satisfaction as 1 out of 5 due to unsatisfactory service and inaccurate information from NPI. He does not wish to renew his membership.", "aitm_callsummarytitle": "Contact refuses to renew", "aitm_status_called": "2026-02-11T20:35:49-05:00", "number_of_calls_reached": "48", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Enough-Value", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-09T11:07:00-05:00", "npi_call_back_time_hour": "11", "npi_call_back_time_minute": "42", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "192" } [2026-02-11 22:28:20] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-11 22:28:20] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-12 15:37:49] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T14:35:11-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T10:10:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T14:35:11-05:00", "npi_transcriptsummary": "The agent called Tri Ly but reached their voicemail. The voicemail detection tool confirmed the voicemail greeting.\n", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "1", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-12 15:37:49] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-12 15:37:50] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-12 15:48:57] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:37:51-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T10:10:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T15:37:51-05:00", "npi_transcriptsummary": "The assistant, Ellen, attempted to speak with Tri Ly regarding their lapsed Associate membership at the National Payroll Institute. Tri Ly requested a call back in two hours.", "aitm_callsummarytitle": "Requested call back", "number_of_call_attempts": "2", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-12 15:48:57] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-12 15:48:57] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-12 15:56:13] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours\n2023 Oct 13 Callback requested in three hours.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-12T15:48:58-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-12T10:10:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-01-28T12:25:44-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-12T15:48:58-05:00", "npi_transcriptsummary": "The assistant called Tri Ly, who was unable to talk at the moment and requested a callback in three hours.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "3", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "06", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "15", "npi_call_back_date_and_time": "2026-02-12T15:15:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-12 15:56:13] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours\n2023 Oct 13 Callback requested in three hours.", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 09 sent renewal email and contact said goodbye at the end 1\n2026 Feb 10 - Call forwarded to voicemail 1\n2023 Oct 02 contact wants to renew and sent the email\n2023 Oct 05 contact wants to renew and confirmed email receipt\n2026 Feb 11 contact want to renew and sent the email 1\n2026 Feb 11 contact want to renew and sent the email1\n2026 Feb 11 contact requested a call back in two hours and agent scheduled it at 19:29 1\n2026 Feb 11 - Call forwarded to voicemail. Left message. 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 forwarded to voicemail 1\n2023 Oct 08 requested call back in two hours\n2023 Oct 13 Callback requested in three hours.", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-12 15:56:13] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:36:49] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T09:48:24-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I understand. No worries, I'll call back later. Goodbye.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent attempted to reach Gil, but encountered Bill Kuber's voicemail. The agent asked for a suitable time to call back, but the voicemail system provided options for managing the recorded message instead. After multiple attempts to clarify, the agent ended the call, planning to call back later.\n", "aitm_callsummarytitle": "Unavailable contact, call ended", "aitm_status_called": "2026-02-13T09:48:24-05:00", "number_of_calls_reached": "60", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:36:49] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 14:36:50] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:42:25] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:36:51-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No renewal because on maternity leave and not currently working.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The call was from the National Payroll Institute (NPI) regarding Gil's lapsed membership. Gil was asked about the initial value of the membership, provided a satisfaction rating, and was asked about renewal but declined due to maternity leave.", "aitm_callsummarytitle": "Contact declined renewal due to maternity leave", "aitm_status_called": "2026-02-13T14:36:51-05:00", "number_of_calls_reached": "60", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:42:25] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 14:42:26] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:45:23] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:42:26-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "05", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No renewal because on maternity leave and not currently working.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The caller attempted to reach Gil Gruber regarding a lapsed membership with the National Payroll Institute. The person on the call indicated that Gil was unavailable and suggested calling back another time.", "aitm_callsummarytitle": "Unsuccessful attempt to reach Gil Gruber", "aitm_status_called": "2026-02-13T14:42:26-05:00", "number_of_calls_reached": "60", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:45:23] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 14:45:25] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:51:53] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.141.46", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:45:26-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No renewal because on maternity leave and not currently working.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The caller, Gil, forgot to renew his membership with the National Payroll Institute and expressed interest in renewing. He agreed to have the renewal application email sent to him. He rated his satisfaction as 4 and mentioned that staying current with payroll regulations was his initial reason for joining.", "aitm_callsummarytitle": "Contact wants to renew", "aitm_status_called": "2026-02-13T14:45:26-05:00", "number_of_calls_reached": "61", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:51:53] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 14:51:54] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:56:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.141.46", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:51:55-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Signed up for the seminar discount but now does not need the membership.", "sendapplicationform": "", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-01-30T18:09:35-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "02", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The call was an attempt by Ellen from the National Payroll Institute to gather feedback from Gil regarding his lapsed Associate membership and to see if he would renew. Gil mentioned that he initially became a member to receive a discount on a seminar and does not intend to renew as he no longer needs the membership.", "aitm_callsummarytitle": "Contact does not want to renew", "aitm_status_called": "2026-02-13T14:51:55-05:00", "number_of_calls_reached": "63", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Seminar", "astreasonsnottorenew": "Not-Used", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:56:48] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gil@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 14:56:49] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 14:58:11] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trily93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 12 sent the renewal application form to the contact's email address 1\n2026 Feb 12 contact want to renew and sent the email and call back at 4:54 PM Eastern Time 1\n2026 Feb 13 contact wants to renew and application form sent and confirmed received", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T13:44:58-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:46:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T13:19:48-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-13T13:44:58-05:00", "npi_transcriptsummary": "The agent called Tri Ly to discuss the lapse of their National Payroll Institute membership. Tri Ly confirmed their initial reason for joining was networking, rated their satisfaction as 5, and expressed a desire to renew their membership. The agent sent the renewal application form to Tri Ly's email, which was confirmed received, and the call ended successfully.", "aitm_callsummarytitle": "Voicemail Detection", "number_of_call_attempts": "24", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "trily93@gmail.com", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "10", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-13T16:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 14:58:11] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "trily93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Feb 12 sent the renewal application form to the contact's email address 1\n2026 Feb 12 contact want to renew and sent the email and call back at 4:54 PM Eastern Time 1\n2026 Feb 13 contact wants to renew and application form sent and confirmed received", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "trily93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Feb 12 sent the renewal application form to the contact's email address 1\n2026 Feb 12 contact want to renew and sent the email and call back at 4:54 PM Eastern Time 1\n2026 Feb 13 contact wants to renew and application form sent and confirmed received", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-13 14:58:11] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 15:02:30] Raw webhook (decoded): { "contact": { "id": "33427", "email": "trily93@gmail.com", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T14:58:12-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T13:46:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T13:19:48-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-13T14:58:12-05:00", "npi_transcriptsummary": "Ellen from the National Payroll Institute called John to inquire about his lapsed Associate membership. She asked him about his initial motivation for joining the NPI, presenting a multiple-choice question regarding the value he sought from the membership.\n", "aitm_callsummarytitle": "NPI Membership Survey", "number_of_call_attempts": "25", "number_of_calls_reached": "66", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "trily93@gmail.com", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "tri@directobjective.ca", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-13T16:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 15:02:30] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "trily93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "trily93@gmail.com", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-13 15:02:31] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 15:58:30] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T15:14:36-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "He is about to retire and will not need the services anymore.", "sendapplicationform": "2026-02-13T15:15:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-13T14:59:42-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil Gruber regarding his lapsed National Payroll Institute membership. Gil was unaware of the lapse, and the agent confirmed the correct email to send the renewal application form, which was sent successfully. The call ended positively with Gil agreeing to receive the renewal information.", "aitm_callsummarytitle": "Renewal Application Sent to Gil Gruber", "aitm_status_called": "2026-02-13T15:14:36-05:00", "number_of_calls_reached": "69", "number_of_call_attempts": "0", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gilgru@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 15:58:30] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 15:58:38] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-13 16:02:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.145.27", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-10", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T15:58:36-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I'm on paternity leave and not investing in membership while out.", "sendapplicationform": "2026-02-13T15:15:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-13T14:59:42-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to discuss his lapsed membership. Gil expressed satisfaction with the membership but declined to renew because he's on paternity leave.", "aitm_callsummarytitle": "Contact not interested in renewing", "aitm_status_called": "2026-02-13T15:58:36-05:00", "number_of_calls_reached": "69", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Other", "npi_call_back_date_and_time": "2026-02-12T16:30:00-05:00", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "30", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gilgru@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-13 16:02:13] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave", "number_of_passed_courses": "0", "extension": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "email": "gilgru@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave", "number_of_passed_courses": "0", "extension": "" } } } } [2026-02-13 16:02:14] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:25:39] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address", "dhmsfin_telemarketing_last_contacted_date": "2026-02-13T15:02:32-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "02", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-13T15:02:32-05:00", "npi_transcriptsummary": "The agent initiated a conversation, asking to speak with John.\n", "aitm_callsummarytitle": "Phone call to John", "number_of_call_attempts": "0", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-13T16:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:25:39] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:25:39] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:28:11] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:25:41-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:25:41-05:00", "npi_transcriptsummary": "The assistant called Tri Ly but Tri Ly was busy and requested a callback in two hours.", "aitm_callsummarytitle": "Callback requested", "number_of_call_attempts": "1", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "16", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-13T16:00:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:28:11] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:28:11] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:34:20] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:28:13-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:28:13-05:00", "npi_transcriptsummary": "The assistant called Tri Ly on behalf of the National Payroll Institute. Tri Ly requested a call back in three hours due to being busy.", "aitm_callsummarytitle": "Call back scheduled", "number_of_call_attempts": "2", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "28", "npi_call_back_date_and_time": "2026-02-16T17:28:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:34:20] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:34:21] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:38:51] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:34:22-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:34:22-05:00", "npi_transcriptsummary": "The assistant called Tri Ly on behalf of the National Payroll Institute to discuss their lapsed membership. Tri Ly was busy and asked to be called back in three hours.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "3", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "28", "npi_call_back_date_and_time": "2026-02-16T17:28:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:38:51] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:38:52] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:43:11] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:38:53-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:38:53-05:00", "npi_transcriptsummary": "The caller was contacted by the National Payroll Institute regarding their lapsed membership. The call was rescheduled as the caller requested a call-back in three hours due to being busy.", "aitm_callsummarytitle": "Call Back Requested", "number_of_call_attempts": "4", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "40", "npi_call_back_date_and_time": "2026-02-16T17:40:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:43:11] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:43:12] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 14:49:39] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:43:13-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:43:13-05:00", "npi_transcriptsummary": "The assistant called the user to discuss their lapsed membership with the National Payroll Institute, but the user was busy and requested a call back.", "aitm_callsummarytitle": "Call back requested", "number_of_call_attempts": "5", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "02", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "21", "npi_call_back_time_minute": "43", "npi_call_back_date_and_time": "2026-02-16T21:43:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 14:49:39] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 14:49:39] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-16 15:46:44] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T14:49:41-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "14025", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-16T14:49:41-05:00", "npi_transcriptsummary": "The user was busy and requested a call back in half an hour. The user clarified the current time and the assistant confirmed the new callback time.", "aitm_callsummarytitle": "Callback Scheduled", "number_of_call_attempts": "6", "number_of_calls_reached": "67", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "02", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-16 15:46:44] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback", "number_of_passed_courses": "999", "extension": "1234", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "email": "tri@directobjective.ca", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback", "number_of_passed_courses": "999", "extension": "1234" } } } } [2026-02-16 15:46:44] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 10:16:00] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1", "dhmsfin_telemarketing_last_contacted_date": "2026-02-16T23:44:39-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "Preferred not to say", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not within my budget", "sendapplicationform": "2026-02-16T23:57:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "24", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil to discuss his lapsed membership. Gil initially joined to stay current with payroll regulations and rated his satisfaction a 4/5. He declined to renew due to unemployment and budget constraints, despite Ellen highlighting the benefits. The call ended with Gil declining renewal.\n", "aitm_callsummarytitle": "NPI Membership Renewal Declined", "aitm_status_called": "2026-02-16T23:44:39-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "32", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "{'type': 'Other reasons, when asked Can you please tell us the main reason why you chose not to renew your NPI membership? \\n\\nOnly use when AST-Reasons-not-to-renew = Other'}", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 10:16:00] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 10:16:00] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 11:41:15] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T10:16:01-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not happy with the service.", "sendapplicationform": "2026-02-16T23:57:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "24", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Gil's Associate membership for the National Payroll Institute recently lapsed. He rated his overall satisfaction as 2 out of 5 and cited dissatisfaction with the service as the reason for not renewing, noting that the information provided was inaccurate and unhelpful.", "aitm_callsummarytitle": "Dissatisfaction with service, contact not renewing", "aitm_status_called": "2026-02-17T10:16:01-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "33", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Satisfied-With-Service", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 11:41:15] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 11:41:15] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 11:57:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T11:41:16-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I forgot to renew.", "sendapplicationform": "2026-02-17T11:42:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant calls Gil to discuss the lapsed Associate membership with the National Payroll Institute. Gil confirms he forgot to renew and expressed willingness to renew the membership. The assistant then conducts a survey regarding Gil's experience with the NPI membership.", "aitm_callsummarytitle": "Contact want to renew", "aitm_status_called": "2026-02-17T11:41:16-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "34", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 11:57:13] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 11:57:14] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 14:55:06] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T11:57:15-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not happy with the service; advice was not accurate.", "sendapplicationform": "2026-02-17T12:01:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute calls Gil regarding his lapsed membership. She educates him about member benefits and offers a chance to renew. Gil expresses dissatisfaction due to inaccurate advice received from InfoLine but is open to receiving more information about renewal.", "aitm_callsummarytitle": "Contact Interested in Renewal Info", "aitm_status_called": "2026-02-17T11:57:14-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "35", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Satisfied-With-Service", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 14:55:06] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 14:55:06] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 15:00:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T14:55:07-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Not happy with the service; advice was not accurate.", "sendapplicationform": "2026-02-17T14:59:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "01", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "A representative from the National Payroll Institute called Gil to discuss his recently lapsed membership. Gil expressed initial interest in the membership for a discount on a seminar but indicated he no longer needs the membership. However, after discussing the costs and benefits, Gil agreed to receive an email with the application form to renew his membership.", "aitm_callsummarytitle": "Contact Interested in Renewal Info", "aitm_status_called": "2026-02-17T14:55:07-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "36", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Not-Satisfied-With-Service", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 15:00:13] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 15:00:14] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 15:03:17] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:00:14-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Moved into a senior HR job that doesn't involve payroll anymore.", "sendapplicationform": "2026-02-17T14:59:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "03", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "03", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to inquire about his lapsed Associate membership. Gil explained that he initially joined to stay current with payroll legislation. He rated his overall satisfaction as 4 but chose not to renew because he moved into a senior HR job that doesn't involve payroll.", "aitm_callsummarytitle": "Contact not interested to renew", "aitm_status_called": "2026-02-17T15:00:14-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "37", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "No-Longer-in-Payroll", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 15:03:17] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 15:03:18] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 15:30:18] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:03:18-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "1", "age_range": "46-60", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "00", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I didn't find it beneficial for the purpose that I signed up.", "sendapplicationform": "2026-02-17T15:07:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "03", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "00", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to discuss the lapsed Associate membership. Gil expressed dissatisfaction with the membership citing it wasn't beneficial for his career advancement. Ellen offered to send an email with more information about career resources, and Gil agreed to look into it.", "aitm_callsummarytitle": "Discussion on Membership Renewal", "aitm_status_called": "2026-02-17T15:03:18-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "38", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Not-Satisfied-With-Service", "astotherreasonsnottorenew": "The information provided was inaccurate and unhelpful.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 15:30:18] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 15:30:19] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 15:45:53] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:30:20-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, and I can use their benefit instead.", "sendapplicationform": "2026-02-17T15:07:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to discuss his lapsed Associate membership. Gil rated his membership satisfaction as 2 out of 5, mentioned his company's membership with NPI allows him to use their benefits, and he is not interested in renewing his individual membership.", "aitm_callsummarytitle": "Contact not interested in renewing", "aitm_status_called": "2026-02-17T15:30:20-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "39", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "My company became a member, and I can use their benefit instead.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 15:45:53] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 15:45:53] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 15:49:42] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:45:54-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "2", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My company became a member, and I can use their benefit instead.", "sendapplicationform": "2026-02-17T15:49:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil to discuss his lapsed Associate membership. Gil rated his membership satisfaction as 2 out of 5, mentioned his company's membership with NPI allows him to use their benefits, and he is not interested in renewing his individual membership.", "aitm_callsummarytitle": "Contact not interested in renewing", "aitm_status_called": "2026-02-17T15:45:54-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "40", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "My company became a member, and I can use their benefit instead.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 15:49:42] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 15:49:42] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:05:41] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T15:49:43-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "21", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Employer decided to stop sponsoring membership.", "sendapplicationform": "2026-02-17T15:49:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute called Gil Grover to discuss his lapsed Associate membership. Gil was satisfied with his membership but chose not to renew due to his employer's decision to stop sponsorship.", "aitm_callsummarytitle": "Membership Renewal Inquiry", "aitm_status_called": "2026-02-17T15:49:43-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "41", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop sponsoring membership.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:05:41] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:05:41] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:12:33] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:05:42-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "My employer decided to stop sponsoring my membership.", "sendapplicationform": "2026-02-17T15:49:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Gil was contacted by Ellen from the National Payroll Institute regarding his recently lapsed membership. They discussed the initial value of his membership, where Gil valued staying current with payroll legislation. Gil rated his membership experience as very satisfied but declined to renew because his employer no longer sponsors the membership and he cannot afford to self-sponsor.", "aitm_callsummarytitle": "Contact does not wish to renew", "aitm_status_called": "2026-02-17T16:05:42-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "42", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "My employer decided to stop sponsoring my membership.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:12:33] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:12:33] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:18:04] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:12:34-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "Employer decided to stop sponsoring the membership and it's unaffordable personally.", "sendapplicationform": "2026-02-17T15:49:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from the National Payroll Institute contacted Gil to discuss the lapse of his Associate membership and gather feedback. Despite appreciating the membership benefits, Gil decided not to renew due to his employer no longer sponsoring it and personal affordability issues.", "aitm_callsummarytitle": "Contact not renewing due to employer sponsorship stop", "aitm_status_called": "2026-02-17T16:12:34-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "43", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop sponsoring the membership.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:18:04] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:18:04] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:22:14] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:18:05-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "18-30", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "02", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "I'm on paternity leave.", "sendapplicationform": "2026-02-17T16:21:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Gil was contacted by Ellen from the National Payroll Institute regarding his lapsed Associate membership. After discussing his initial value for joining and satisfaction level, he was offered to renew his membership. Gil expressed interest in renewing after learning about the membership cost and benefits.", "aitm_callsummarytitle": "Contact wants to renew", "aitm_status_called": "2026-02-17T16:18:05-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "44", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Career", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Employer decided to stop sponsoring the membership.", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:22:14] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:22:15] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:24:44] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:22:16-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, because I'm about to retire.", "sendapplicationform": "2026-02-17T16:21:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "Ellen from NPI called Gil regarding his lapsed membership. They discussed the reasons for joining and overall satisfaction, during which Gil expressed high satisfaction but decided not to renew due to upcoming retirement.", "aitm_callsummarytitle": "Contact not renewing due to retirement", "aitm_status_called": "2026-02-17T16:22:16-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "45", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:24:44] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:24:44] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:31:13] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:24:45-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, because I'm about to retire.", "sendapplicationform": "2026-02-17T16:21:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant attempted to reach Rich Bill Trooper but the call was not answered. The assistant left a message indicating they would try to call again later.", "aitm_callsummarytitle": "Voicemail", "aitm_status_called": "2026-02-17T16:24:45-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "46", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:31:13] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:31:14] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:31:15-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, because I'm about to retire.", "sendapplicationform": "2026-02-17T16:21:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant attempted to reach Rich Bill Trooper but the call was not answered. The assistant left a message indicating they would try to call again later.", "aitm_callsummarytitle": "Voicemail", "aitm_status_called": "2026-02-17T16:31:15-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "47", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:31:47] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:39:43] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "61+", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, because I'm about to retire.", "sendapplicationform": "2026-02-17T16:21:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-15T21:09:48-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant reached the user's voicemail and left a message indicating a callback at another time.", "aitm_callsummarytitle": "Voicemail", "aitm_status_called": "2026-02-17T16:31:48-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "48", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Help with Complex", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directoobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:39:43] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:39:44] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 16:56:03] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:39:45-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "03", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, I'm unemployed, so until I have a job in payroll, I will not renew my membership.", "sendapplicationform": "2026-02-17T16:44:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:44:01-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant contacts Gil to discuss his lapsed membership with the National Payroll Institute. Gil is interested in renewing his membership once he secures a job in payroll and requests more information on the career toolkits. The call ends with Gil providing his email for further instructions on renewing his membership.", "aitm_callsummarytitle": "Contact wants to renew", "aitm_status_called": "2026-02-17T16:39:44-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "49", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gilgru@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 16:56:03] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 16:56:03] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 17:38:36] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T16:56:04-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "04", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, I'm unemployed, so until I have a job in payroll, I will not renew my membership.", "sendapplicationform": "2026-02-17T16:57:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The assistant called Gil to inform him that his NPI membership recently lapsed. Gil was unaware of this lapse but provided a new email address to receive the renewal application. He did not have time to complete a survey about his membership experience.", "aitm_callsummarytitle": "Contact unaware of lapsed membership", "aitm_status_called": "2026-02-17T16:56:04-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "50", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 17:38:36] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 17:38:37] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-17 17:44:34] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gil@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "QC", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal\n2023 Oct 05 attempted contact, reached voicemail", "dhmsfin_telemarketing_last_contacted_date": "2026-02-17T17:38:38-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "Yes", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "4", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "06", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "No, I'm unemployed, so until I have a job in payroll, I will not renew my membership.", "sendapplicationform": "2026-02-17T16:57:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "00", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-17T16:57:43-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The call was an interaction with a voicemail system. The assistant attempted to engage but there was no live response from the user.", "aitm_callsummarytitle": "Voicemail", "aitm_status_called": "2026-02-17T17:38:38-05:00", "number_of_calls_reached": "82", "number_of_call_attempts": "51", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Temporary-Out", "astotherreasonsnottorenew": "Retirement", "npi_call_back_date_and_time": "2026-02-20T10:00:00-05:00", "npi_call_back_time_hour": "10", "npi_call_back_time_minute": "44", "npi_email_2": "gilgru@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-17 17:44:34] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal\n2023 Oct 05 attempted contact, reached voicemail", "number_of_passed_courses": "0", "extension": "", "province": "QC", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gil@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Jan 27 Contact was asked about his membership experience and sent the renewal application1\n2026 Jan 27 contact want to renew and sent the email and scheduled call back at 8:13 PM ET 1\n2026 Jan 27 contact didn't find enough use for the membership and refused to renew 1\n2026 Jan 27 contact does not want to renew 1\n2026 Jan 30 contact want to renew and sent the email\n2026 Feb 01 contact want to renew and consult with his boss and call back within two hours 1\n2026 Feb 01 contact want to renew and sent the email1\n2026 Feb 06 Contact's membership lapsed, asked about membership experience and reason for not renewing, contact is no longer in payroll and rated satisfaction as 5, age range 46-60 1\n2026 Feb 06 contact not happy with the service and unsure if there's value for them to renew 1\n2026 Feb 06 - NPI agent Ellen called about lapsed Associate membership, requested survey, contact asked about duration\n2026 Feb 06 - Contact temporarily out of work, requested info on career resources via email\n2026 Feb 09 contact is about to retire and membership lapsed 1\n2026 Feb 09 contact received renewal email and did not commit to renewal1\n2026 Feb 09 call back at 10:42 AM Eastern Time1\n2026 Feb 09 contact wants to renew and sent the email1\n2026 Feb 09 - Gil unavailable, scheduled callback for 11:07 AM ET (15 minutes later)\n2026 Feb 10 contact want to renew and sent the email\n2026 Feb 10 contact is about to retire and not renewing membership - 1\n2026 Feb 10 contact want to renew and sent the email1\n2026 Feb 10 contact want to renew and sent the email 1\n2026 Feb 10 contact had bad experience and does not want to renew 1\n2026 Feb 10 contact refused renewal, using colleague's membership1\n2026 Feb 10 contact employer stopped paying and provided Richard Chamberline's contact info1\n2026 Feb 10 contact was not satisfied with the membership experience and does not want to renew\n2026 Feb 10 contact is on paternity leave and will consider renewal later 1\n2026 Feb 11 contact refused renewal because he is about to retire and will probably no longer do payroll in the near future\n2026 Feb 11 Gil was not available, no callback time provided 1\n2026 Feb 11 contact want to renew and sent the email\n2023 Oct 02 conversation about non-renewal due to retirement\n2023 Oct 02 Customer not available will call back\n2023 Oct 10 - Contact expressed dissatisfaction with service accuracy, potential for follow-up\n2023 Oct 13 non-renewal survey conducted\n2023 Oct 11 survey completed without renewal\n2023 Oct 02 contact refuses to renew due to dissatisfaction with service\n2023 Oct 25 Voicemail left for Bill Gruber\n2026 Feb 12 contact is about to retire and does not want to renew the membership1\n2026 Feb 12 Gil unavailable, no callback time provided 1\n2026 Feb 12 - Contact completed membership survey (satisfaction 4/5, joined for payroll regulation updates). Initially hesitant about renewal (only needed for seminar discount). Requested renewal application be sent to email after learning cost is $315+tax. Application sent twice to gil@directobjective.ca but contact did not receive. Call ended with confusion, no commitment to renew.\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact was not happy with the service and did not want to renew\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact want to renew and sent the email 1\n2026 Feb 12 contact declined renewal because using colleague's membership 1\n2026 Feb 12 contact said employer stopped sponsoring the membership and is not allowed to share the email address 1\n2026 Feb 12 scheduled callback at 4.30 PM for Gil 1\n2026 Feb 12 contact refused to renew because he didn't get any help from the team 1\n2026 Feb 12 contact declined renewal due to maternity leave1\n2023 Oct 18 contact declined renewal due to maternity leave\n2023 Oct 03 call attempt to reach Gil Gruber, will call back later\n2023 Oct 10 contact wants to renew and sent the email\n2023 Oct 05 contact does not want to renew\n2023 Oct 21 contact wants to renew and email sent to alternative address\n2026 Feb 13 - Called for Gil, spoke with George who said Gil was not available and did not know his schedule, will call back later\n2026 Feb 13 - Contact not renewing due to upcoming retirement, satisfied with membership but no longer needs it.\n2026 Feb 13 - Completed survey, user dissatisfied with membership, no renewal intent expressed\n2026 Feb 13 contact unaware of lapsed membership, confirmed email, sent renewal application form\n2023 Oct 05 contact not interested in renewing due to paternity leave\n2023 Oct 16 contact forgot to renew and email sent\n2026 Feb 15 contact was not happy with the service and refused to renew the membership 1\n2026 Feb 15 contact is retiring and won't be renewing 1\n2026 Feb 15 contact want to renew and sent the email1\n2026 Feb 15 contact forgot to renew, received the email and confirmed it\n2026 Feb 15 sent the renewal application to gil@directobjective.ca 1\n2026 Feb 15 Gil is temporarily out of work and will not renew the membership until he has a stable job 1\n2026 Feb 15 - Contact declined to renew due to low usage of services.\n2026 Feb 15 contact forgot to renew, sent application form, completed survey with positive feedback\n2026 Feb 15 - Contact unhappy with service due to inaccurate info, not interested in renewal, asked about membership fee, follow-up flagged.\n2026 Feb 15 - Contact declined renewal, joined for seminar, no longer sees value after webinar\n2026 Feb 16 contact forgot to renew and agent sent the email1\n2026 Feb 16 Gil not available, call back at 7.36 PM1\n2026 Feb 16 contact unavailable and no new information provided 1\n2026 Feb 16 contact requested a call back in 15 minutes and agent updated the call back time to 7:44 PM at the end\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact is not interested in renewing the membership because they already received the seminar discount they were looking for.1\n2026 Feb 16 contact moved to HR senior job and not renewing the membership1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact refused to renew because company became a member 1\n2026 Feb 16 contact is not renewing because his company became a member1\n2026 Feb 16 contact want to renew and sent the email 1\n2026 Feb 16 contact agreed to renew with flexible payment option 1\n2026 Feb 16 contact is on paternity leave and declined to renew membership1\n2026 Feb 16 contact is about to retire and does not want to renew the membership1\n2026 Feb 16 contact declined renewal due to unemployment and affordability1\n2023 Oct 05 contact expressed dissatisfaction with service and not renewing\n2023 Oct 03 - contact want to renew and sent the email\n2023 Oct 10 contact was open to renewing after receiving more info\n2023 Oct 15 contact not interested to renew\n2023 Oct 05 contact wants more information on career resources\n2023 Oct 10 contact not interested in renewing\n2023 Oct 20 contact did not renew due to employer's decision\n2023 Oct 05 contact declined to renew due to lack of employer sponsorship and affordability concerns\n2023 Oct 05 contact not renewing due to employer sponsorship stop and affordability\n2023 Oct 04 contact wants to renew and sent the email\n2023 Oct 13 contact is not renewing due to retirement\n2023 Oct 10 Voicemail left, will attempt to call again\n2023 Oct 13 agent reached voicemail and will call back later\n2023 Oct 05 contact wants to renew and provided an email\n2023 Oct 29 contact unaware of lapsed membership and provided new email for renewal\n2023 Oct 05 attempted contact, reached voicemail", "number_of_passed_courses": "0", "extension": "", "province": "QC" } } } } [2026-02-17 17:44:34] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:30:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:30:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "1", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:45] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "2", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:45] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:45] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:45] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "4", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "5", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "5", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "8", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "9", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:46-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:46-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "10", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:46] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:46] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:47] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:47-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:47-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "30", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:47] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:47] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:47] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:47] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:47] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "40", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:47] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:48] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:48] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:48-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:48-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "42", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:48] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:48] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:50] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:50-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:50-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "50", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:50] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:50] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:51-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:51-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "53", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:51] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:51] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:51-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:51-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "54", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:51] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:51] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:51] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-18 15:31:52] Raw webhook (decoded): { "contact": { "id": "42424", "email": "gilgru@directobjective.ca", "first_name": "Gil", "last_name": "Gruber", "phone": "5142387766", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payrollcompliance visited, payroll.ca visited, paie.ca visited, Payroll Resources, Payroll Resource Accessed, Member portal, dummy, Testimonial Edit", "ip4": "10.13.136.239", "fields": { "lead_status": "Refused", "province": "MB", "full_name": "Gil Gruber, MBA", "language": "English", "origin": "", "explicit_consent_date": "", "domain_1": "", "domain_2": "", "attended_webinar": "", "lapsed_expiration_date": "", "email2": "", "individual_id": "287470", "members_type": "AST", "time_zone": "2", "do_id": "", "area_code": "", "never_call": "", "region": "", "city_1": "", "found": "", "last_engaged_date": "2026-02-15", "nonactive_reason": "", "last_login_date": "2025-12-10T10:36:02-05:00", "old_do_id": "LB2505252", "blocnote": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "dhmsfin_telemarketing_last_contacted_date": "2026-02-18T15:31:53-05:00", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "I'm about to retire.", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "Yes", "expectationsnotmetspecify": "The information was not complete enough. I had to go after and check the government site so it was not very helpful.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "intcode": "01", "coidnewmbrdate": "", "canceldate": "2025-01-01", "onesentencenotrenewed": "The fee is too much for me at this time.", "sendapplicationform": "2026-02-18T15:23:00-05:00", "individual_id_2": "", "full_name_2": "", "zerobounce_reason": "", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "pipeline_1_lapsed_members": "Refused Lapsed", "pipeline_2_members_only_ast": "", "sendmonthlyastemail": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "sendpreexpirationemail": "", "testimonial": "This is a test testimonial", "testimonial_sent_date": "2025-11-24T15:10:17-05:00", "testimonial_confirmation_date": "2025-11-24T15:25:17-05:00", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "1", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "1", "askpat_december": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "source_of_membership": "", "payroll_experience_in_years": "", "testimonial_reviewer_name": "Gil", "testimonial_reviewed": "This is a test testimonial reviewed by DO and added to list", "testimoniale": "This is a test testimonial reviewed by DO and added to list.", "source_of_membership_other": "", "job_title": "", "original_language": "English", "original_testimonial_translated": "This is a test testimonial translated to French", "no_email_solicitation": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_july": "", "pds_december": "", "career_january": "", "career_february": "", "career_march": "", "career_april": "", "career_may": "", "career_june": "", "career_july": "", "career_august": "", "career_september": "", "career_october": "", "career_november": "", "career_december": "", "dialogue_january": "", "dialogue_february": "", "dialogue_march": "", "dialogue_april": "", "dialogue_may": "", "dialogue_june": "", "dialogue_july": "", "dialogue_august": "", "dialogue_september": "", "dialogue_october": "", "dialogue_november": "", "dialogue_december": "", "job_january": "", "job_february": "", "job_march": "", "job_april": "", "job_may": "", "job_june": "", "job_july": "", "job_august": "", "job_september": "", "job_october": "", "job_november": "", "job_december": "", "mentorship_january": "", "mentorship_february": "", "mentorship_march": "", "mentorship_april": "", "mentorship_may": "", "mentorship_june": "", "mentorship_july": "", "mentorship_august": "", "mentorship_september": "", "mentorship_october": "", "mentorship_november": "", "mentorship_december": "", "member_january": "", "member_february": "", "member_march": "", "member_april": "", "member_may": "", "member_june": "", "member_july": "", "member_august": "12", "member_september": "2", "member_october": "1", "member_november": "10", "member_december": "5", "nationalconferenceattend": "", "old_int_code": "02", "nationalconferencenotattendreason": "", "nationalconferencenotattendreasonother": "", "sendaprilemail": "", "sendmayemail": "", "resourceaware": "", "resourcevisitedselfreport": "", "sendjuneemail": "", "sendjulyemail": "", "placeholder_email_change_date": "", "regular_email_change_date": "2026-02-18T15:23:49-05:00", "sendlapsedemail": "", "sendaugustemail": "", "temp_do_id_for_auto_old_do_id": "LB2505252", "temp_intcode_for_auto_old_int_code": "01", "testimonialagree": "Yes", "pcl_completion_date": "2025-01-01", "number_of_passed_courses": "0", "trc": "False", "wera": "False", "canceldate3yearplus": "2028-01-01", "pcl_completion_date_5": "2030-01-01", "npi_transcriptsummary": "The agent called Gil to discuss his lapsed NPI membership. Gil expressed that he initially joined to stay current with payroll legislation and rated his satisfaction as very high, but declined to renew because his employer stopped the membership and sponsoring it himself was too costly. The call ended with the agent acknowledging Gil's reasons and thanking him for his time.", "aitm_callsummarytitle": "Membership Renewal Declined Due to Cost", "aitm_status_called": "2026-02-18T15:31:53-05:00", "number_of_calls_reached": "84", "number_of_call_attempts": "60", "renewal_refusal_reasons": "Lack of usage", "initialvalue": "Stay Current", "astreasonsnottorenew": "Other", "astotherreasonsnottorenew": "Employer decided to stop the membership and sponsoring it personally is too expensive.", "npi_call_back_date_and_time": "2024-06-11T15:00:00-04:00", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "00", "npi_email_2": "gil@directobjective.ca", "npi_email_temp": "gil@directobjective.ca", "npi_voicemaildetection": "No" } }, "seriesid": "195" } [2026-02-18 15:31:52] Payload: { "call_number": "+15142387766", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "42424", "source": "ActiveCampaign", "first_name": "Gil", "last_name": "Gruber", "full_name": "Gil Gruber", "contact_id": "42424", "email": "gilgru@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 17 sent the application form to the contact\n2026 Feb 17 contact want to renew and sent the email 1\n2026 Feb 17 Gil not available, no callback time provided 1\n2026 Feb 17 scheduled callback for Gil at 22:58 due to meeting 1\n2026 Feb 17 contact forgot to renew and agent sent the renewal application form1\n2026 Feb 17 contact want to renew and sent the email1\n2026 Feb 17 contact was not happy with the service and does not want to renew the membership at this time 1\n2026 Feb 17 contact is not interested to renew the membership because he doesn't need it anymore1\n2026 Feb 17 contact moved to HR and doesn't need membership 1\n2026 Feb 17 contact didn't find the membership beneficial and doesn't want to renew it 1\n2026 Feb 17 contact declined renewal because company became a member1\n2026 Feb 17 contact does not want to renew because a colleague has a membership1\n2026 Feb 17 contact declined renewal and did not provide decision maker info. at the end\n2026 Feb 17 contact is on paternity leave and will consider renewing after that and sent the renewal application email1\n2026 Feb 17 contact is retiring and won't renew at this time 1\n2026 Feb 17 contact is unemployed and cannot renew, agent sent email with toolkit details and renewal form\n2026 Feb 17 contact forgot to renew, sent application form, user chose Networking as initial value, declined satisfaction rating, age range 31-45\n2026 Feb 17 - Contact forgot to renew, sent application email\n2026 Feb 18 contact forgot to renew, sent application form, user willing to renew, provided initial value and age range\n2026 Feb 18 - Gil not available, no schedule provided, agent to call back later\n2026 Feb 18 scheduled callback for Gil at 2024-06-11 15:00 EST\n2026 Feb 18 - Contact informed Gil no longer works here and no new contact info available\n2026 Feb 18 contact forgot to renew, sent application form, user wants to renew and is satisfied\n2026 Feb 18 contact forgot to renew, sent application form, rated satisfaction 4\n2026 Feb 18 contact unaware of lapsed membership, accepted renewal email, rated satisfaction 4, age range 18-30\n2026 Feb 18 - Contact declined renewal due to low usage of membership.\n2026 Feb 18 contact expressed dissatisfaction with service, declined renewal but requested application form and it was sent.\n2026 Feb 18 contact initially joined for seminar, no longer needs membership, requested application form and it was sent\n2026 Feb 18 - Contact declined renewal due to job change to HR, no longer needs payroll membership.\n2026 Feb 18 - Contact initially dissatisfied with membership, declined to renew, then agreed to renew after cost discussion; application form sent.\n2026 Feb 18 - Contact declined renewal because company membership covers benefits\n2026 Feb 18 contact discussed membership lapse, user declined renewal but requested application form sent to updated email\n2026 Feb 18 - Contact declined renewal due to employer stopping membership and personal cost too high.", "number_of_passed_courses": "0", "extension": "", "province": "MB" } } } } [2026-02-18 15:31:53] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 10:05:31] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:03:49-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "06", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T10:05:32-05:00", "npi_transcriptsummary": "The call was made to the contact but went directly to voicemail. The agent did not leave a message and ended the call promptly.", "aitm_callsummarytitle": "Call went to voicemail, no message left", "number_of_call_attempts": "4", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "10", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 10:05:31] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:05:32-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:05:32-05:00" } } } } [2026-02-19 10:05:32] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 10:12:35] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:05:32-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T10:12:36-05:00", "npi_transcriptsummary": "The user was busy at the moment and requested a callback in thirty minutes.", "aitm_callsummarytitle": "Callback requested", "number_of_call_attempts": "5", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "06", "old_int_code": "06", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 10:12:35] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:12:36-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:12:36-05:00" } } } } [2026-02-19 10:12:36] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 10:43:41] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:12:36-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "05", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T10:43:42-05:00", "npi_transcriptsummary": "Tri Ly was contacted by Ellen from the National Payroll Institute. Tri Ly requested a callback in two hours due to being busy at the moment.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "6", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "06", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 10:43:41] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:43:42-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:43:42-05:00" } } } } [2026-02-19 10:43:42] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 10:48:09] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:43:43-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T10:48:09-05:00", "npi_transcriptsummary": "The caller, Tri Ly, requested the call from the National Payroll Institute to be postponed for three hours due to being busy at the time of the call.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "7", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "05", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "15", "npi_call_back_time_minute": "20", "npi_call_back_date_and_time": "2026-02-16T15:20:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 10:48:09] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:48:09-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:48:09-05:00" } } } } [2026-02-19 10:48:09] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 10:55:22] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:48:10-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T10:55:23-05:00", "npi_transcriptsummary": "The caller, Ellen from the National Payroll Institute, attempted to speak with Tri Ly about their membership. However, Tri Ly was busy and requested the call back in four hours.", "aitm_callsummarytitle": "Callback requested", "number_of_call_attempts": "8", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-19T19:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 10:55:22] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:55:23-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T10:55:23-05:00" } } } } [2026-02-19 10:55:23] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 11:00:37] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T10:55:23-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:00:38-05:00", "npi_transcriptsummary": "The assistant called Tri Ly regarding the National Payroll Institute. Tri Ly requested a callback in five hours as they were currently busy.", "aitm_callsummarytitle": "Callback Request", "number_of_call_attempts": "9", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "48", "npi_call_back_date_and_time": "2026-02-19T19:48:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 11:00:37] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:00:38-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:00:38-05:00" } } } } [2026-02-19 11:00:38] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 11:06:17] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T11:00:38-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:06:18-05:00", "npi_transcriptsummary": "The call was from Ellen on behalf of the National Payroll Institute to Tri Ly. Tri Ly requested a callback in two hours as they were busy.", "aitm_callsummarytitle": "Callback Scheduled", "number_of_call_attempts": "10", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "18", "npi_call_back_time_minute": "00", "npi_call_back_date_and_time": "2026-02-19T18:00:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 11:06:17] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:06:18-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:06:18-05:00" } } } } [2026-02-19 11:06:18] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 11:10:20] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T11:06:19-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:10:21-05:00", "npi_transcriptsummary": "The assistant, Ellen, contacted Tri Ly on behalf of the National Payroll Institute. Tri Ly was busy and requested a callback in three hours.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "11", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "19", "npi_call_back_time_minute": "06", "npi_call_back_date_and_time": "2026-02-19T19:06:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 11:10:20] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:10:21-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:10:21-05:00" } } } } [2026-02-19 11:10:21] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 11:11:44] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T11:10:21-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:11:45-05:00", "npi_transcriptsummary": "The assistant called Tri Ly on behalf of the National Payroll Institute. Tri Ly requested a callback in one hour as he was busy at the moment.", "aitm_callsummarytitle": "Callback Scheduled", "number_of_call_attempts": "12", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "05", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "17", "npi_call_back_time_minute": "10", "npi_call_back_date_and_time": "2026-02-19T17:10:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 11:11:44] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:11:45-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:11:45-05:00" } } } } [2026-02-19 11:11:45] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 11:17:36] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T11:11:45-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "03", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:17:36-05:00", "npi_transcriptsummary": "The assistant called Tee to speak with Tri Ly on behalf of the National Payroll Institute. Tee was busy and requested to be called back in two hours.", "aitm_callsummarytitle": "Callback Requested", "number_of_call_attempts": "13", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "10", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "18", "npi_call_back_time_minute": "11", "npi_call_back_date_and_time": "2026-02-19T18:11:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 11:17:36] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:17:36-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:17:36-05:00" } } } } [2026-02-19 11:17:36] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-19 13:46:43] Raw webhook (decoded): { "contact": { "id": "33427", "email": "tri@directobjective.ca", "first_name": "Tri Ly", "last_name": "", "phone": "2899399288", "orgname": "Direct Objective Consulting", "customer_acct_name": "Direct Objective Consulting", "tags": "payroll.ca visited, paie.ca visited, Member portal, dummy, npiAlert13, 2512 Active AST approached", "ip4": "10.13.145.27", "fields": { "full_name": "Tri Ly", "language": "English", "explicit_consent_date": "", "extension_phone_1": "1234", "domain_1": "", "members_type": "AST", "do_id": "", "area_code": "", "last_engaged_date": "2026-02-11", "last_login_date": "2025-05-01T16:18:41-04:00", "blocnote": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours\n2026 Feb 19 contact requested a callback and scheduled for 1:18 PM", "dhmsfin_telemarketing_last_contacted_date": "2026-02-19T11:17:37-05:00", "pipeline_2_members_only_ast": "", "unsub_reason": "", "unsub_reason_fr": "", "date_of_renewal_identification": "", "onesentencenotrenewed": "Already received renewal email, not interested in answering survey questions", "value_help_with_complex": "", "value_stay_current": "", "value_course": "", "value_designation": "", "value_networking": "", "value_career": "", "value_promote_payroll": "", "value_discount_program": "", "othermemberbenefit": "Networking", "notrenewednolongerinpayroll": "", "notrenewedleftcanada": "", "notrenewednotenoughvalue": "", "notrenewednobenefit": "", "did_not_find_it_beneficial_specify_why": "", "notrenewedother": "", "notrenewednotused": "", "notrenewedwanttorenew": "No", "npichallenges": "", "npichallengesspecify": "", "expectationsnotmet": "No", "expectationsnotmetspecify": "The benefits are not enough for me.", "membershipcost": "", "membershipcostspecify": "", "npivaluenotdelivered": "", "npivaluenotdeliveredspecify": "", "careerchange": "", "careerchangespecify": "", "hardtoparticipateevents": "", "hardtoparticipateeventsspecify": "", "engagingstrategiesspecify": "", "mini_nps": "5", "age_range": "31-45", "selfpayrollproficiency": "", "notrenewedcpehard": "", "notrenewedoutofbusiness": "", "notrenewedacquired": "", "notrenewedbudget": "", "notrenewedoutsourced": "", "sendapplicationform": "2026-02-13T15:05:00-05:00", "intcode": "10", "notrenewednotenoughtime": "", "notrenewedtoolongprocess": "", "notrenewedtemporaryneed": "", "sendmonthlyastemail": "", "sendpreexpirationemail": "", "sendwelcomeapplicationform": "", "sendcandapplicationform": "", "new_member_date_2": "2025-01-17", "found": "", "coidnewmbrdate": "", "origin": "", "lapsed_expiration_date": "", "source_of_membership": "", "source_of_membership_other": "", "payroll_experience_in_years": "", "job_title": "", "full_name_2": "", "domain_2": "", "email2": "", "individual_id_2": "", "lead_status": "Refused", "attended_webinar": "", "never_call": "", "nonactive_reason": "", "zerobounce_reason": "", "no_email_solicitation": "", "city_1": "", "region": "", "testimonial": "", "original_language": "", "original_testimonial_translated": "", "testimonial_reviewed": "", "testimonial_sent_date": "", "testimonial_confirmation_date": "", "testimonial_reviewer_name": "", "testimoniale": "", "late_breaking_payroll_news_january": "", "late_breaking_payroll_news_february": "", "late_breaking_payroll_news_march": "", "late_breaking_payroll_news_april": "", "late_breaking_payroll_news_may": "", "late_breaking_payroll_news_june": "", "late_breaking_payroll_news_july": "", "late_breaking_payroll_news_august": "", "late_breaking_payroll_news_september": "", "late_breaking_payroll_news_october": "", "late_breaking_payroll_news_november": "", "late_breaking_payroll_news_december": "", "payroll_guidelines_january": "", "payroll_guidelines_february": "", "payroll_guidelines_march": "", "payroll_guidelines_april": "", "payroll_guidelines_may": "", "payroll_guidelines_june": "", "payroll_guidelines_july": "", "payroll_guidelines_august": "", "payroll_guidelines_september": "", "payroll_guidelines_october": "", "payroll_guidelines_november": "", "payroll_guidelines_december": "", "resources_tools_january": "", "resources_tools_february": "", "resources_tools_march": "", "resources_tools_april": "", "resources_tools_may": "", "resources_tools_june": "", "resources_tools_july": "", "resources_tools_august": "", "resources_tools_september": "", "resources_tools_october": "", "resources_tools_november": "", "resources_tools_december": "", "askpat_january": "", "askpat_february": "", "askpat_march": "", "askpat_april": "", "askpat_may": "", "askpat_june": "", "askpat_july": "", "askpat_august": "", "askpat_september": "", "askpat_october": "", "askpat_november": "", "askpat_december": "", "pds_january": "", "pds_february": "", "pds_march": "", "pds_april": "", "pds_may": "", "pds_june": "", "pds_august": "", "pds_september": "", "pds_october": "", "pds_november": "", "pds_december": "", "member_april": "2", "member_may": "1", "sendmayemail": "2025-05-26T22:00:00-04:00", "pipeline_1_lapsed_members": "Refused Lapsed", "canceldate": "2000-05-01", "placeholder_email_change_date": "2025-07-24T12:16:40-04:00", "temp_do_id_for_auto_old_do_id": "AST0000", "old_do_id": "AST0000", "telemarketing_call_date": "2025-05-30", "paid_thru": "2080-02-29", "number_of_passed_courses": "999", "individual_id": "999999", "organization_id": "999999", "cert_status": "P", "pcl_status": "P", "pcl_completion_date": "2050-05-05", "pf1_status": "P", "pf1_completion_date": "2050-05-05", "pf2_status": "P", "pf2_completion_date": "2050-05-05", "intro_to_accounting_status": "P", "intro_to_accounting_completion_date": "2050-05-05", "province": "ON", "cpa_certification": "Test", "last_act_type": "2025-02-12", "last_infoline_date_type": "2025-02-12", "last_conf_date_type": "2020-06-17", "regular_email_change_date": "2026-02-13T15:05:36-05:00", "canceldate3yearplus": "2003-05-01", "aitm_status_called": "2026-02-19T11:17:37-05:00", "npi_transcriptsummary": "The caller, Ellen from the National Payroll Institute, reached out to Tri Ly. Tri Ly was busy and requested a call back in two hours from the current time.", "aitm_callsummarytitle": "Callback Scheduled", "number_of_call_attempts": "14", "number_of_calls_reached": "69", "renewal_refusal_reasons": "Temporary", "npi_email_temp": "tri@directobjective.ca", "initialvalue": "Networking", "astreasonsnottorenew": "Want-to-Renew", "astotherreasonsnottorenew": "I didn't see a lot of events in my region.", "proreasonsnottorenew": "", "prootherreasonsnottorenew": "", "orgreasonsnottorenew": "", "orgotherreasonsnottorenew": "", "stureasonsnottorenew": "", "stuotherreasonsnottorenew": "", "temp_intcode_for_auto_old_int_code": "10", "old_int_code": "10", "npi_email_2": "trily93@gmail.com", "ln_entered_date": "2026-01-26", "ai_entered_date": "2026-01-27", "npi_call_back_time_hour": "13", "npi_call_back_time_minute": "18", "npi_call_back_date_and_time": "2026-02-19T13:18:00-05:00", "npi_voicemaildetection": "Yes" } }, "seriesid": "195" } [2026-02-19 13:46:43] Payload: { "call_number": "+12899399288", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours\n2026 Feb 19 contact requested a callback and scheduled for 1:18 PM", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:17:37-05:00", "extension_instruction": "If you reach an IVR, ask to be transferred to extension 1234." } }, "output": { "variables": { "ac_contact_id": "33427", "source": "ActiveCampaign", "first_name": "Tri Ly", "last_name": "", "full_name": "Tri Ly ", "contact_id": "33427", "email": "tri@directobjective.ca", "orgname": "Direct Objective Consulting", "member_type": "AST", "bloc_notes_ac": "2026 Feb 13 - NPI agent called about lapsed membership, started survey\n2023 Oct 08 contact wants to renew and updated email address\n2023 Oct 03 Callback requested for later\n2023 Feb 16 Call back scheduled for 5:28 PM\n2026 Sep 02 Contact requested a callback in 3 hours\n2026 Feb 16 call back requested\n2023 Oct 03 contact busy and requested call back\n2026 Feb 16 user requested callback\n2023 Oct 17 voicemail left for the contact\n2026 Feb 17 - call went to voicemail, no message left\n2023 Oct 05 Callback requested for thirty minutes later\n2026 Feb 19 call back requested in two hours\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 contact requested for a callback in four hours\n2026 Feb 19 - Tri Ly requested a callback in five hours\n2026 Feb 19 Callback scheduled for later\n2026 Feb 19 contact requested callback in three hours\n2026 Feb 19 callback scheduled for one hour later\n2026 Feb 19 contact requested callback in two hours\n2026 Feb 19 contact requested a callback and scheduled for 1:18 PM", "number_of_passed_courses": "999", "extension": "1234", "province": "ON", "current_date_time": "2026-02-19T11:17:37-05:00" } } } } [2026-02-19 13:46:43] Response (HTTP 204): { "raw": "", "curl_error": "" } [2026-02-22 03:07:28] Raw webhook (decoded): [] [2026-02-22 03:07:28] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-02-22 03:07:28] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-02-27 06:13:45] Raw webhook (decoded): [] [2026-02-27 06:13:45] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-02-27 06:13:46] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-04 08:08:38] Raw webhook (decoded): [] [2026-03-04 08:08:38] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-04 08:08:39] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-07 03:01:40] Raw webhook (decoded): [] [2026-03-07 03:01:40] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-07 03:01:41] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-09 23:20:21] Raw webhook (decoded): [] [2026-03-09 23:20:21] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-09 23:20:22] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-14 23:51:58] Raw webhook (decoded): [] [2026-03-14 23:51:58] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-14 23:51:59] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-19 23:25:53] Raw webhook (decoded): [] [2026-03-19 23:25:53] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-19 23:25:53] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-20 10:20:04] Raw webhook (decoded): [] [2026-03-20 10:20:04] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-20 10:20:04] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-24 21:48:41] Raw webhook (decoded): [] [2026-03-24 21:48:41] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-24 21:48:41] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-24 21:52:32] Raw webhook (decoded): [] [2026-03-24 21:52:32] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-24 21:52:32] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-29 19:02:07] Raw webhook (decoded): [] [2026-03-29 19:02:07] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-29 19:02:08] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-03-31 13:24:33] Raw webhook (decoded): [] [2026-03-31 13:24:33] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-03-31 13:24:34] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-03 15:23:00] Raw webhook (decoded): [] [2026-04-03 15:23:00] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-03 15:23:00] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-08 11:29:04] Raw webhook (decoded): [] [2026-04-08 11:29:04] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-08 11:29:04] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-08 11:33:07] Raw webhook (decoded): [] [2026-04-08 11:33:07] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-08 11:33:08] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-09 00:11:00] Raw webhook (decoded): [] [2026-04-09 00:11:00] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-09 00:11:00] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-13 07:26:14] Raw webhook (decoded): [] [2026-04-13 07:26:14] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-13 07:26:14] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-18 02:06:20] Raw webhook (decoded): [] [2026-04-18 02:06:20] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-18 02:06:20] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-18 03:15:18] Raw webhook (decoded): [] [2026-04-18 03:15:18] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-18 03:15:19] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-18 03:17:25] Raw webhook (decoded): [] [2026-04-18 03:17:25] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-18 03:17:26] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-22 23:00:39] Raw webhook (decoded): [] [2026-04-22 23:00:39] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-22 23:00:39] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-22 23:05:59] Raw webhook (decoded): [] [2026-04-22 23:05:59] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-22 23:05:59] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-23 18:05:25] Raw webhook (decoded): [] [2026-04-23 18:05:25] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-23 18:05:26] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-24 16:56:00] Raw webhook (decoded): [] [2026-04-24 16:56:00] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-24 16:56:00] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-04-27 18:24:16] Raw webhook (decoded): [] [2026-04-27 18:24:16] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-04-27 18:24:16] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-03 02:53:42] Raw webhook (decoded): [] [2026-05-03 02:53:42] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-03 02:53:43] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-03 12:18:13] Raw webhook (decoded): [] [2026-05-03 12:18:13] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-03 12:18:14] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-05 08:22:43] Raw webhook (decoded): [] [2026-05-05 08:22:43] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-05 08:22:43] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-05 12:59:21] Raw webhook (decoded): [] [2026-05-05 12:59:21] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-05 12:59:21] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-07 20:58:57] Raw webhook (decoded): [] [2026-05-07 20:58:57] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-07 20:58:57] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-07 20:59:04] Raw webhook (decoded): [] [2026-05-07 20:59:04] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-07 20:59:04] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-07 20:59:05] Raw webhook (decoded): [] [2026-05-07 20:59:05] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-07 20:59:05] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-08 05:18:36] Raw webhook (decoded): [] [2026-05-08 05:18:36] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-08 05:18:37] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-08 05:22:26] Raw webhook (decoded): [] [2026-05-08 05:22:26] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-08 05:22:26] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-08 08:29:52] Raw webhook (decoded): [] [2026-05-08 08:29:52] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-08 08:29:53] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-11 15:17:09] Raw webhook (decoded): [] [2026-05-11 15:17:09] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-11 15:17:10] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-12 20:24:41] Raw webhook (decoded): [] [2026-05-12 20:24:41] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-12 20:24:41] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-12 22:18:33] Raw webhook (decoded): [] [2026-05-12 22:18:33] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-12 22:18:33] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-12 22:18:42] Raw webhook (decoded): [] [2026-05-12 22:18:42] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-12 22:18:43] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-17 10:29:00] Raw webhook (decoded): [] [2026-05-17 10:29:00] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-17 10:29:00] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-21 14:16:48] Raw webhook (decoded): [] [2026-05-21 14:16:48] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-21 14:16:48] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-22 01:57:23] Raw webhook (decoded): [] [2026-05-22 01:57:23] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-22 01:57:24] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-22 14:30:14] Raw webhook (decoded): [] [2026-05-22 14:30:14] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-22 14:30:14] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-23 12:09:08] Raw webhook (decoded): [] [2026-05-23 12:09:08] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-23 12:09:09] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-25 23:43:17] Raw webhook (decoded): [] [2026-05-25 23:43:17] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-25 23:43:18] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-27 13:49:33] Raw webhook (decoded): [] [2026-05-27 13:49:33] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-27 13:49:33] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-27 13:49:37] Raw webhook (decoded): [] [2026-05-27 13:49:37] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-27 13:49:38] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-05-31 04:33:00] Raw webhook (decoded): [] [2026-05-31 04:33:00] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-05-31 04:33:00] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-04 12:24:43] Raw webhook (decoded): [] [2026-06-04 12:24:43] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-04 12:24:44] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-04 12:51:51] Raw webhook (decoded): [] [2026-06-04 12:51:51] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-04 12:51:53] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-05 22:47:20] Raw webhook (decoded): [] [2026-06-05 22:47:20] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-05 22:47:20] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-06 01:50:08] Raw webhook (decoded): [] [2026-06-06 01:50:08] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-06 01:50:09] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-06 18:26:38] Raw webhook (decoded): [] [2026-06-06 18:26:38] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-06 18:26:39] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-06 18:26:50] Raw webhook (decoded): [] [2026-06-06 18:26:50] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-06 18:26:50] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-10 15:58:26] Raw webhook (decoded): [] [2026-06-10 15:58:26] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-10 15:58:27] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-10 15:58:31] Raw webhook (decoded): [] [2026-06-10 15:58:31] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-10 15:58:32] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-11 16:32:45] Raw webhook (decoded): [] [2026-06-11 16:32:45] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-11 16:32:45] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-12 06:08:37] Raw webhook (decoded): [] [2026-06-12 06:08:37] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-12 06:08:37] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-12 11:03:19] Raw webhook (decoded): [] [2026-06-12 11:03:19] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-12 11:03:19] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-13 00:13:21] Raw webhook (decoded): [] [2026-06-13 00:13:21] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-13 00:13:21] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-13 06:09:23] Raw webhook (decoded): [] [2026-06-13 06:09:23] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-13 06:09:23] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-15 22:33:38] Raw webhook (decoded): [] [2026-06-15 22:33:38] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-15 22:33:39] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-20 04:10:20] Raw webhook (decoded): [] [2026-06-20 04:10:20] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-20 04:10:20] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-20 04:12:35] Raw webhook (decoded): [] [2026-06-20 04:12:35] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-20 04:12:35] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-24 10:04:38] Raw webhook (decoded): [] [2026-06-24 10:04:38] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-24 10:04:38] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-24 10:05:21] Raw webhook (decoded): [] [2026-06-24 10:05:21] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-24 10:05:21] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-06-27 10:25:38] Raw webhook (decoded): [] [2026-06-27 10:25:38] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-06-27 10:25:39] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-02 00:55:46] Raw webhook (decoded): [] [2026-07-02 00:55:46] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-02 00:55:47] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-06 06:01:22] Raw webhook (decoded): [] [2026-07-06 06:01:22] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-06 06:01:22] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-07 14:29:52] Raw webhook (decoded): [] [2026-07-07 14:29:52] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-07 14:29:53] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-09 22:35:43] Raw webhook (decoded): [] [2026-07-09 22:35:43] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-09 22:35:44] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-10 08:32:56] Raw webhook (decoded): [] [2026-07-10 08:32:56] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-10 08:32:57] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-15 22:02:56] Raw webhook (decoded): [] [2026-07-15 22:02:56] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-15 22:02:56] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-18 01:33:22] Raw webhook (decoded): [] [2026-07-18 01:33:22] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-18 01:33:22] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-19 04:01:58] Raw webhook (decoded): [] [2026-07-19 04:01:58] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-19 04:01:58] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-19 04:03:33] Raw webhook (decoded): [] [2026-07-19 04:03:33] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-19 04:03:33] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" } [2026-07-20 08:41:13] Raw webhook (decoded): [] [2026-07-20 08:41:13] Payload: { "call_number": "+1", "voice_agent_id": "69865963cfc85574c353cc81", "call_properties": { "system_prompt": { "variables": { "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "", "extension_instruction": "" } }, "output": { "variables": { "ac_contact_id": "0", "source": "ActiveCampaign", "first_name": "Customer", "last_name": "", "full_name": "Customer ", "contact_id": "0", "email": "", "orgname": "", "member_type": "", "bloc_notes_ac": "", "number_of_passed_courses": "", "extension": "", "province": "", "current_date_time": "" } } } } [2026-07-20 08:41:14] Response (HTTP 400): { "title": "Bad Request", "status": 400, "detail": "invalid call_number" }