Dixa and Salesflare

How to connect Dixa

When customer Satisfaction Rating Received in Dixa, find or create account, then find or create contact, then add contact to account in Salesflare.
When internal Note Added in Dixa, create internal note in Salesflare.

Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.

Start a workflow when this happens

Customer Satisfaction Rating Received — Triggers when a customer rates the conversation with your agent.
Internal Note Added — Triggers when an internal note is added to a conversation
Message Added — Triggers when a new message is added to a conversation in Dixa.
New Conversation Created — Triggers when a conversation is created in Dixa
Status Changed — Triggers when a conversation changes its status between Open, Closed or Follow Up.

Show 2 more triggers

Tag Added to Conversation — Triggers when a tag is added to a conversation.
Tag Removed From Conversation — Triggers when a tag is removed from a conversation

Things Salesflare can make it do

Add Internal Note — Adds an internal note to a conversation
Add Message — Adds a message to an existing conversation
Anonymize Data — Allows you to anonymize contacts, conversations or messages
Change Conversation Status — Changes the conversation status to open or closed.
Create Callback Request — Create a callback conversation

Show 8 more actions

Create Conversation — Create an Email or Contact Form Conversation
Create User — Creates a User in Dixa with the "contact" or "agent" user category. Agents receive the default "agent" role.
Find or Create User — Search for an Enduser based on the programatically set external identifier.
Set Custom Contact Attributes — Updates the Custom User Attributes for a given end user ID.
Set Custom Conversation Attributes — Updates the Custom Conversation Attributes for a given conversation ID.
Tag Conversation — Adds or Removes a Tag to/from a Conversation
Transfer Conversation to Queue — Transfers a conversation to a different queue.
Update End User — Update an End User based on its ID

Look up existing records

Get Conversation Rating — Retrieves Conversation CSAT Rating
Get Conversation Tags — Retrieves all tags currently on a conversation
Get Conversation by Id — Search a conversation based on CSID
Get Messages in Conversation — Retrieves messages in any given conversation based on CSID
Get Queue by Id — Retrieves a queue's information based on queue ID

Show 6 more searches

Get User by Id — Retrieves the user based on user ID
Search Conversation — Searches for conversations in the Dixa platform
Search Conversations by User — Search for conversations based on User ID
Search Enduser by External ID — Search for an Enduser based on the programatically set external identifier.
Search User by Email Address — Search for end-users based on email address
Search User by Phone Number — Search for end-users based on phone number