Trellus for Nextiva

Power dial an uploaded list through Nextiva

Bring your outbound list to Trellus, keep the team’s Nextiva phone setup, and work the contacts one at a time through the signed-in browser softphone.

Sequential power dialing, one contact at a time.

Your Nextiva power-dialing flow

Upload the calling list to Trellus
Use sequential power dialing
Call from the account’s Default Number
Use the signed-in Nextiva softphone
Keep list progress in Trellus
Why teams use it

Bring the list. Keep the Nextiva phone setup.

Turn an external list into a focused call block

Upload the contacts to Trellus, keep the name, company, phone, and short call context together, and move through the list one row at a time.

Use the Nextiva setup your team already knows

The signed-in browser softphone and account Default Number stay in place while Trellus manages the list order and progress.

Built around the browser softphone

A simple list-to-call workflow for Nextiva teams

Trellus works with the signed-in Nextiva browser softphone on *.nextos.com pages. The outbound list starts in Trellus.

Start with a Trellus upload

The file supplies the name, phone, company, and short call context for the block.

Call from the signed-in browser softphone

Trellus uses the available Nextiva softphone controls on the *.nextos.com web surface.

Keep the account’s Default Number

The call uses the Default Number already configured on the signed-in Nextiva account.

Use the controls reps need most

Start and end the call, mute or unmute, and use keypad input when a phone menu asks for it.

Rep workflow

From uploaded row to completed call result

01

Upload the list to Trellus

Bring the names, phone numbers, companies, and short call context the rep needs.

02

Open the Nextiva browser softphone

Sign in on the *.nextos.com page and keep the softphone ready beside the list.

03

Confirm the Default Number

Use the caller identity already configured as the account’s Default Number.

04

Call one contact at a time

Trellus fills the target and starts the call. The next row waits until the current attempt is complete.

05

Save the result and move forward

Choose the Trellus disposition, keep the list progress organized, and advance to the next contact.

After each attempt

Keep the calling block organized in Trellus

Each Trellus result advances the uploaded list, so reps can see what happened and where to continue.

Call result
Attempt status
Completed rows
Remaining contacts
Current queue position
Default Number used
Good to know
Trellus keeps the uploaded-list progress and its disposition in Trellus. Nextiva keeps the phone system’s own call history.
A typical call block

Forty-two accounts, one clear next step

Sam’s team uses Nextiva, and today’s 42 accounts came from a research project. Sam uploads the list to Trellus and keeps the account’s Default Number for the call block.

One row at a time
Jordan does not answer. The rep ends the call, chooses “No answer” in Trellus, and advances to Dana. When Dana answers and asks for menu input, the rep uses the Nextiva keypad control.
At the end of the block
Trellus shows which rows were attempted, the result saved for each call, and where the rep should continue next.
FAQ

Nextiva power dialing with Trellus

Can Trellus power dial through Nextiva?

Yes. Upload the list to Trellus, sign in to the Nextiva browser softphone, and work the contacts one at a time.

Where does the calling list come from?

The queue comes from a list uploaded to Trellus. Include the name, phone, company, and short call context your reps need.

Is the Nextiva workflow sequential?

Yes. Trellus calls one contact at a time and advances after the current attempt is complete.

Which Nextiva number does the call use?

The workflow uses the signed-in account’s Default Number.

Which call controls are available?

Reps can start and end the call, mute and unmute, and use keypad input.

Where do results and call history live?

Trellus keeps the uploaded-list progress and its disposition. Nextiva keeps the phone system’s own call history.

Try Trellus with a list your Nextiva reps need to call

Bring the source file and the signed-in Nextiva browser workflow. We’ll show the sequential power-dialing block on that setup.