What you can automate

When new Comment in Tactful UCX, create internal note in Salesflare.

When new Customer in Tactful UCX, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Lead in Tactful UCX, find or create contact in Salesflare.

When new Order in Tactful UCX, create opportunity, then find or create contact in Salesflare.

When new Ticket in Tactful UCX, create task in Salesflare.

When new Task in Salesflare, create Ticket in Tactful UCX.

About Tactful UCX

Tactful Unified Cognitive Customer Experience Platform is the next generation omnichannel customer experience technology that helps your business achieve the best results across touchpoints using AI and data centric approach.

Tactful UCX operations on Zapier

Triggers (18)

Start a workflow when this happens

New Category — Triggers when a new Category is created with webhooks.
New Category — Triggers when a Category is created or updated.
New Comment — Triggers when a new comment is created.
New Comment — triggered when a new comment is added to a ticket using webhooks
New Customer — Triggers when a new Customer is created with webhooks.

Show 13 more triggers

New Customer — Triggers when a Customer is created or updated.
New Lead — Triggers when a new lead is created with webhooks.
New Order — Triggers when a new order is created.
New Order — Triggers when an Order is created with webhooks.
New Product — Triggers when a new product is created with webhooks.
New Product — Triggers when a Product is created or updated.
New Ticket — Triggers when a new Ticket is created with webhooks.
New Ticket — Triggers when a Ticket is created or updated.
Update Category — Triggers when a category is updated with webhooks.
Update Customer — Triggers when a customer is updated with webhooks.
Update Order — Triggers when a order is updated with webhooks.
Update Product — Triggers when product is updated with webhooks.
Update Ticket — Triggers when a Ticket is updated with webhooks.

Actions (13)

Things Salesflare can make it do

Create Category — Creates a category
Create Comment — add a comment in a ticket
Create Customer — Creates Customer
Create Product — Creates a Product
Create Ticket — Creates a Ticket

Show 8 more actions

Find or Create Categories — Finds a Category
Find or Create Customers — Find a Customer in Tactful
Find or Create Products — Finds a Product in Tactful CMS
Find or Create Tickets — Finds a Ticket.
Update Category — Updates a Category
Update Customer — Updates Customer
Update Product — Updates a Product
Update Ticket — Updates a Ticket

Searches (4)

Look up existing records

Find Category — Finds a Category
Find Customer — Find a Customer in Tactful
Find Product — Finds a Product in Tactful CMS
Find Ticket — Finds a Ticket.

Tactful UCX and Salesflare

How to connect Tactful UCX