Tactful UCX and Salesflare
How to connect Tactful UCX
- Via Zapier — 30 operations available. Set it up ↗
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 (13)
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 Customer — Triggers when a new Customer is created with webhooks.
- New Lead — Triggers when a new lead is created with webhooks.
Show 8 more triggers
- New Order — Triggers when a new order is created.
- New Product — Triggers when a new product is created with webhooks.
- New Ticket — Triggers when a new Ticket is created with webhooks.
- 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.
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