Vitally + Dixa Integrations
How to connect Vitally + Dixa
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Customer Created
Triggers when a new Customer is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Playbook
Select to only fire this Zap for a specific Playbook
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Created
Triggers when a new Note is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Organization Created
Triggers when a new Organization is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Projects
Lists all Projects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProject Status Changed
Triggers when a Project's status changes in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Segment
Select to only fire this Zap for a specific Segment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a Task is marked complete in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Is this an inbound or outbound message?
UserRequired
The user at your customer associated with this message
Teammate
The person at your company associated with this message
Message TextRequired
The text of the message
Subject
The message subject
Timestamp
The time this message was sent
ID
The ID of this message in the source system
URL
The URL that links to this message in the source system
Conversation ID
The ID of the message's conversation / thread in the source system
Conversation URL
The URL that links to this conversation / thread in the source system
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Reponse TimestampRequired
Score
Feedback
Response ID
The ID of this response in the source system. Responses with the same ID will be de-duplicated in Vitally
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SegmentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CreatorRequired
Whether the creator of this track should be the customer or a specific user
EventRequired
The event that this is an instance of
Message ID
(Optional) the unique ID of this message
Properties
Key/Value pairs containing extra data for this track (i.e. charge amount, target of an action)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Custom Object InstanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustom ObjectRequired
The custom object to create an instance of
Search FieldRequired
Customer
The customer associated with this custom object instance
Organization
The organization associated with this custom object instance
NameRequired
The name of the custom object instance
Owner (Teammate)
The person at your company that owns this custom object instance
Created By (Teammate)
The person at your company that created this custom object instance
External ID
The external ID of this custom object instance
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Customer
The customer associated with this task
Organization
The organization associated with this task
NameRequired
The name of the task
Assigned Teammate
The person at your company that should be assigned to this task
Category
The task's category
Description
The description of the task
Due Date
When this task should be completed
Tags
Tags that should be added to the task
Traits
Key/Value pairs about this task that you want to store
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundConversation IDRequired
Message TextRequired
Agent ID
This is required for outbound messages. Inbound messages will ignore this field
DirectionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.csidRequired
Conversation ID to anonymize.
Force AnonymizationRequired
If set to true, anonymizes entity regardless of the status of related conversations. Defaults to false
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User ID
Caller IDRequired
Enter the phone number for the caller ID. This needs to be a verified outbound number in your Dixa account.
Direction
Destination queue
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Email
Phone number
Avatar URL
Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
RoleRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSIDRequired
QueueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCSIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appQueue IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
Needs to be in E.164 format without any spaces (eg +19993330033)
RoleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPhone numberRequired
Needs to be in E.164 format without any spaces (eg +19993330033)
RoleRequired
NameRequired
Email
Avatar URL
Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
List Project Templates
Lists all Project Templates
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planList Custom Objects
Lists all Custom Objects
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planIndicator
Select to only fire this Zap for a specific Indicator
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NPS Response Created
Triggers when a new NPS Response is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Created
Triggers when a new Project is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Project Statuses
Lists all Project Statuses
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSegment
Select to only fire this Zap for a specific Segment
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Created
Triggers when a new Task is created in Vitally
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Custom ObjectRequired
The custom object to create an instance of
Customer
The customer associated with this custom object instance
Organization
The organization associated with this custom object instance
NameRequired
The name of the custom object instance
Owner (Teammate)
The person at your company that owns this custom object instance
Created By (Teammate)
The person at your company that created this custom object instance
External ID
The external ID of this custom object instance
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
The customer associated with this note
Organization
The organization associated with this note
Teammate
The person at your company that took this note
Category
The note category (e.g. Call or Meeting)
Subject
The subject of the note
TextRequired
The text of the note
Date
The date the note was taken
Tags
Tags that should be added to the note
Traits
Key/Value pairs about this note that you want to store
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template TypeRequired
Whether the template is for an account or an organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer
The customer associated with this task
Organization
The organization associated with this task
NameRequired
The name of the task
Assigned Teammate
The person at your company that should be assigned to this task
Category
The task's category
Description
The description of the task
Due Date
When this task should be completed
Tags
Tags that should be added to the task
Traits
Key/Value pairs about this task that you want to store
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Traits
Key/Value pairs about this customer that you want to store
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Traits
Key/Value pairs about this organization that you want to store
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UserRequired
Traits
Key/Value pairs about this user that you want to store
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Search FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Customer
The customer associated with this note
Organization
The organization associated with this note
Teammate
The person at your company that took this note
Category
The note category (e.g. Call or Meeting)
Subject
The subject of the note
TextRequired
The text of the note
Date
The date the note was taken
Tags
Tags that should be added to the note
Traits
Key/Value pairs about this note that you want to store
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundConversation IDRequired
The Conversation ID you want to add the internal note to.
Agent ID
The ID of the Agent you want to use as author of this internal note.
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.contact
The contact/user you want to anonymize
Force anonymizationRequired
If set to true, anonymizes entity regardless of the status of related conversations. Defaults to false
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Requester IDRequired
Email Integration EndpointRequired
subjectRequired
messageRequired
Agent ID
This is only used for outbound messages. The value will be ignored if the conversation is inbound.
Language
This is optional and will set the conversation language to the selected language. When set, this will impact for example the CSAT language if CSAT is enabled. Languages are set following the ISO 639-1 Standard, which are 2-letter codes representing the language.
Examples: en for English, nl for Dutch, fr for French or es for Spanish
channelRequired
Direction
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
TagRequired
Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CSIDRequired
CSID is the conversation ID as shown in Dixa.
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation CSIDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IdRequired
RoleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail AddressRequired
RoleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
RoleRequired
NameRequired
Phone number
Avatar URL
Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
How Vitally + Dixa Integrations Work
- Step 1: Authenticate Vitally and Dixa.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About Dixa
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