Integrate Dixa with PocketSmith
Send information between Dixa and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Dixa and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Account created
Triggers when a new account belonging to the user is created
Transaction made
Triggers when a new transaction is made in an account
All Actions - Actions are the automated tasks
Queue contact for anonymization
Queues the specified contact or user for anonymization
Queue conversation for anonymization
Queues the specified conversation for anonymization
Create contact form request
Creates a new contact form request
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is Dixa?
Dixa is a customer service platform that provides voice, email, chat, and messaging apps. It helps you increase customer retention and provides better working experiences for agents.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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