Integrate Dixa with Pipedrive to automate your work

Changes the conversation status to open or closed.

Create an Email or Contact Form Conversation

Adds or Removes a Tag to/from a Conversation

Update an End User based on its ID

Search for conversations based on User ID

Retrieves Conversation CSAT Rating

Retrieves messages in any given conversation based on CSID

Searches for conversations in the Dixa platform

Search for end-users based on email address

Search for an Enduser based on the programatically set external identifier.

Search for end-users based on phone number

Triggers when an activity newly matches a Pipedrive filter for the first time.

Triggers when a deal newly matches a Pipedrive filter for the first time.

Triggers when an organization newly matches a Pipedrive filter for the first time.

Triggers when a person newly matches a Pipedrive filter for the first time.

Triggers when a deal's stage is updated.

Adds an existing label to an existing person.

Creates a new activity.

Uploads a file and attaches it to a deal, person, organization, activity, product or note.

Creates a new lead.

Creates a new organization.

Creates a new product.

Creates a new task.

Updates an existing deal.

Updates an existing organization.

Updates an existing project in Pipedrive.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds a deal by any field.

Finds multiple Deals associated with a Person (with line item support).

Finds multiple leads based on your search criteria, only returns the Lead IDs.

Finds notes by Deal, Lead, Person, User, or Organization, up to 500 notes.

Finds a person.

Searches for tasks by title, description, or other criteria.

Finds an activity by subject, or creates one if none is found.

Finds multiple deals by title, notes or custom fields.

Finds an organization by name, or creates one if none is found.

Finds a product by name, or creates one if none are found.

Create a callback conversation

Creates a User in Dixa with the "contact" or "agent" user category. Agents receive the default "agent" role.

Transfers a conversation to a different queue.

Search a conversation based on CSID

Search for an Enduser based on the programatically set external identifier.

Retrieves all tags currently on a conversation

Retrieves the user based on user ID

Retrieves a queue's information based on queue ID

Search for end-users based on phone number

Search for a user based on email address

Triggers when an existing deal is updated.

Triggers when an existing person is updated.

Adds a product to a deal.

Creates a new deal.

Adds a follower to a deal, organization, person or product.

Creates a new note.

Creates a new person.

Creates a new project.

Updates an existing activity.

Updates an existing lead.

Updates an existing person.

Updates an existing task.

Finds an activity by subject.

Finds multiple deals by title, notes or custom fields (with line item support).

Finds a lead by title or field value.

Finds a note by ID.

Finds an organization.

Finds a product by name.

Finds a project or projects by title or other fields.

Finds a user by name, email or ID.

Finds a deal by name, or creates one if none is found.

Finds a lead by name, or creates one if none is found.

Finds a person by name, or creates one if none is found.

Finds a project by name, or creates one if none are found.