Integrate Dixa with PocketSmith

Send information between Dixa and PocketSmith automatically, without writing any code, using Zoho Flow.

Build your own integrations between Dixa and PocketSmith

Connect Dixa and PocketSmith with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

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.

Customer Support

What is PocketSmith?

PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.

Accounting

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Toto

Technical Engineer, Master Liveaboards

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