--- title: "Connect Expiration Reminder to Dixa - APIANT.ai" description: "When \"New Contact\" fires in Expiration Reminder, your agent runs \"Set Custom Contact Attributes\" in Dixa." canonical: "https://apiant.ai/connect/expiration-reminder-to-dixa" --- # Connect Expiration Reminder to Dixa When **New Contact** fires in [Expiration Reminder](https://apiant.ai/connections/expiration-reminder), your agent runs **Set Custom Contact Attributes** in [Dixa](https://apiant.ai/connections/dixa). Describe the whole flow and it is built, tested on every scenario and kept running. Expiration Reminder **3** triggers Expiration Reminder **15** actions Dixa **23** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Expiration Reminder and Dixa to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Expiration Reminder can start in Dixa - When **New Contact** in Expiration Reminder then **Set Custom Contact Attributes** in Dixa - When **New Expiration Item** in Expiration Reminder then **Add Internal Note** in Dixa Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Expiration Reminder and Dixa ## Triggers and actions 3 triggers · 38 actions - Trigger **New Contact** Triggered when a new contact is added to your Expiration Reminder account. - Trigger **New Expiration Item** Triggered when a new expiration item is added to your Expiration Reminder account. - Trigger **Status Changed Expiration Item** Triggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired. - Action **Add Location** Creates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location. - Action **Create Contact** Creates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact. - Action **Create Expiration Item** Creates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item. - Action **Create Expiration Item for Contact** Creates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item. - Action **Delete Contact** Deletes a contact from Expiration Reminder. Returns the contact record that was deleted. - Action **Delete Expiration Item** Deletes an expiration item from Expiration Reminder. Returns the item record after deletion. - Action **Find Contact** Returns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches. - Action **Find Expiration** Returns the Expiration Reminder expiration items matching a search term and status, with the total number of matches. - Action **Get Contact** Returns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them. - Action **Get Expiration Item** Returns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it. - Action **List Contacts** Returns the contacts in your Expiration Reminder account, with the total number of contacts. - Action **List Expiration Items** Returns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items. - Action **List Locations** Returns the locations in your Expiration Reminder account, with the total number of locations. - Action **Renew Expiration** Renews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item. - Action **Update Expiration Item** Updates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item. - Action **Add Internal Note** Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note. - Action **Change Conversation Status** Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time. - Action **Create Callback Request** Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id. - Action **Create Conversation** Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID. - Action **Create User** Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user. - Action **Get Anonymization Status** Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed. - Action **Get Conversation by Id** Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes. - Action **Get Conversation Rating** Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey. - Action **Get Conversation Tags** Returns the tags applied to a conversation, including each tag's name, color and state. - Action **Get Messages in Conversation** Returns all messages in a Dixa conversation, sorted from oldest to newest. - Action **Get Queue by Id** Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found. - Action **Get User by Id** Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values. - Action **Remove Tag From Conversation** Removes a tag from a Dixa conversation. Active and inactive tags can both be removed. - Action **Search Conversation** Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found. - Action **Search Conversations by User** Returns the conversations requested by a specific end user. - Action **Search Enduser by External ID** Returns the end users whose external ID matches the value you provide. - Action **Search User by Email Address** Returns the Dixa end users whose email address matches the one you provide. - Action **Search User by Phone Number** Returns the Dixa end users whose phone number matches the one you specify. - Action **Set Custom Contact Attributes** Sets custom attribute values on an end user in Dixa and returns the attributes that were updated. - Action **Set Custom Conversation Attributes** Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes. - Action **Tag Conversation** Adds an existing active tag to a conversation. - Action **Transfer Conversation to Queue** Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent. - Action **Update End User** Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed. ## Each app on its own - [ **Expiration Reminder** Expiration Reminder automatically tracks expiration dates and renewals for employee certifications, software...](https://apiant.ai/connections/expiration-reminder) - [ **Dixa** Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one...](https://apiant.ai/connections/dixa) Reviews ## What our customers say ## More from Expiration Reminder - [ **Expiration Reminder to Chartimagegenerator** Edge-rendered chart image API that converts Chart.js configurations into cached PNG/SVG images.](https://apiant.ai/connect/expiration-reminder-to-chartimagegenerator) - [ **Expiration Reminder to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/expiration-reminder-to-hubspot) - [ **Expiration Reminder to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/expiration-reminder-to-salesforce) - [ **Expiration Reminder to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/expiration-reminder-to-slack) - [ **Expiration Reminder to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/expiration-reminder-to-google-sheets) - [ **Expiration Reminder to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/expiration-reminder-to-gmail) ## More into Dixa - [ **HubSpot to Dixa** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-dixa) - [ **Salesforce to Dixa** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-dixa) - [ **Slack to Dixa** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-dixa) - [ **Google Sheets to Dixa** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-dixa) - [ **Gmail to Dixa** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-dixa) - [ **Google Calendar to Dixa** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-dixa) Questions ## Expiration Reminder and Dixa, answered ### ### What can start an automation from Expiration Reminder? Any of Expiration Reminder's 3 triggers in the catalog, including New Contact, New Expiration Item and Status Changed Expiration Item. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Dixa when something happens in Expiration Reminder? Any of Dixa's 23 actions, including Create Callback Request, Create Conversation, Create User and Update End User. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Dixa to Expiration Reminder? Dixa has no triggers in the catalog today, so automations start in Expiration Reminder. If you need the other direction, ask: your agent reads Dixa's API documentation and adds it. ### ### Do I have to build a connector for Expiration Reminder or Dixa? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Expiration Reminder and Dixa without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.