eGain and Salesflare

How to connect eGain

About eGain

eGain is a top-rated AI knowledge management platform for customer engagement.

eGain operations on Zapier

Triggers (17)

Start a workflow when this happens

  • Activity Completed — Triggers when a activity is completed.
  • Activity Created — Triggers when a new activity is created.
  • Activity Sent to Next Stage in a Workflow — Triggers when an article is moved to next stage in a workflow.
  • Activity Transition — Triggers when a activity is transition from one source to another.
  • Article Created — Triggers when a new article is created.
Show 12 more triggers
  • Article Deleted — Triggers when an article is deleted.
  • Article Published — Triggers when an article is published.
  • Article Republished — Triggers when an article is republished.
  • Article Sent Back to Stage in a Workflow — Triggers when an article is sent back to any previous stage in a workflow.
  • Article Updated — Triggers when an article is updated.
  • Case Closed — Triggers when a case is closed.
  • Folder Created — Triggers when a folder is created.
  • Folder Deleted — Triggers when a folder is deleted.
  • Folder Updated — Triggers when a folder is updated.
  • Message Failed — Triggers when a system could not send out an email.
  • Message Sent — Triggers when a message is sent.
  • User Logout — Triggers when a user logs out of the system.

Actions (2)

Things Salesflare can make it do

  • Create Calltrack Activity — Creates a new calltrack activity.
  • Create an Email Activity — Creates a new email activity.

Searches (7)

Look up existing records

  • Case Search — Search for cases based on various criteria.
  • Get Activity Notes — Get notes for an activity by activity Id.
  • Get Activity by Id — Get Activity data by activity Ids from eGain
  • Get Case Notes — Get notes for a case by Case Id.
  • Get Case by Id — Get Case details by case Id from eGain
Show 2 more searches
  • Get Customer Notes — Get notes for a customer by customer Id.
  • Get Customer by Id — Get customer by Id from eGain.

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