Zapier integration V2

Please note the integration is currently in beta, and you may encounter issues. Please reach out to our support team at friends@dixa.com in case you are having trouble with one or more actions.

With our Zapier integration, it is now possible to connect Dixa to over 4000 applications in the Zapier app catalog. You can do things based on events in Dixa, or perform actions in Dixa after an event was triggered in another tool.

Currently, we don't support triggering a Zap, but you can use our Webhooks to achieve the same. Set up a webhook in your Dixa account and point it to a "Webhooks by Zapier" URL.

Supported actions and searches are:

• Create callback conversation
• Create user (updated)
• Create email or contact form conversation (new)
• Search User by Email Address (updated)
• Search User by Phone Number (updated)
• Anonymize conversation or user
• Retrieve conversation metadata based on CSID
• Retrieve queue information based on Queue ID
• Get messages in any given conversation based on CSID
• Retrieve conversations requested by a given user.
• Get Activity Log for a CSID
• Add internal note
• Add message to conversation (new) 
• Get conversation tags
• Tag conversation
• Open / close conversation
• Get conversation rating
• Transfer conversation to different queue
• Get user by Id

Next to all the new actions and searches in Zapier, thanks to the new API, we also fixed several bugs and incorrect data points exposed in the old APIs so the data you get back is more reliable. Furthermore, for some actions it is now possible to provide additional context (such as conversation language or contact avatar URL), which wasn't available at all in the old API.

You can find the Dixa integration in the Zapier app catalog.

FAQ

I can't connect my Dixa account to Zapier
Make sure you're using a valid API key. You can create an API key in Settings -> Integrations -> API Tokens. We recommend using a seperate API key just for Zapier.

The old version of our Zapier app uses the Integrations API,, but versions after april 2022 use the Dixa API. Please make sure to select the correct API token type if you still have the option to create API tokens for the older API set.

I previously used the Dixa Zapier integration. Now my zaps no longer work.
When you update your zaps and add new steps, make sure to reconnect your Zapier integration to Dixa using a "Dixa API" token. Dixa's Zapier integration (v.1.0.4) uses the old "Integrations API" setup, version v2.0.0 and newer uses the new "Dixa API" setup. You can see which version you're using for each zap here, as well as add a new connection.

(deprecated) How often does my zap run to check for new conversations?
This depends on your Zapier plan, but can be anywhere from 2 to 15 minutes. See Zapier's plans page for more information. This has been replaced by Webhooks. Please see the following question.

How can I make Zapier act upon something that happened in Dixa?
With Dixa's Webhooks feature you can configure on which event(s) you want to notify a third party such as Zapier. In Zapier, use the "Webhooks by Zapier" trigger and select "Catch Hook" as type. Whenever something happens in Dixa (conversation created, for example), we instantly let Zapier know. No more pesky polling delays!

Paste the Zapier URL from your catch hook trigger inside the Dixa webhooks configuration, select the right event and enable the subscription. For more info, go to this article.

The benefit of using webhooks is that we let Zapier know of any events in real time, so there's no polling delays.

I received a deprecation notice. What now?
We're deprecating any version prior to 2.0.0 as it uses our now deprecated Integrations API. This means you'll have to update your Zaps or recreate them using Dixa 2.0.0 as integration.  Integrations API and Dixa's Zapier integration prior to version 2.0.0 will be deprecated by the end of 2022.

If you relied on the "new conversation" trigger, please refer to the question above - webhooks can replace this functionality.

In the future, we will re-introduce triggers based on webhooks which can be set up automatically via Zapier.

I'm getting an error when configuring a Dixa step. What do I do now?
Check out Zapier's support website for most frequent issues and questions. Alternatively, feel free to reach out to our support team via friends@dixa.com - we'll be happy to help. 

I'm running into issues in my Zapier flow, but not directly related to the Dixa integration. Where do I go?
You can reach out to Zapier support on Zapier's support website.

I want to update conversations using Zapier. What are my options?
Currently, the Dixa Zapier integration supports a few standard actions (see above). We're constantly adding new things to the Dixa integration though - so keep an eye out on this page. If there's anything missing, don't hesitate to let us know.

If you want to perform more complex actions, please visit the new Dixa API documentation which can be used in combination with the "code by Zapier" step.

I want to do action X, but I can't find it and don't have any coding experience. What now?
If there's a specific feature you're missing, we'd love to hear your use-case! Email us at friends@dixa.com and our support team will forward the use-case to the relevant engineering teams tasked with expanding our API and integrations capabilities.