Connect Relatel to Dex

Both apps 49Relatel 23Dex 26

• Trigger
  New Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

• Action
  Create Group

  Creates a group in Dex for organizing contacts, optionally nested under a parent group and seeded with starter members.

• Action
  Create Note

  Creates a note in Dex, optionally linked to one or more contacts, and returns the created note.

• Action
  Create Tag

  Creates a tag in Dex that can be assigned to contacts. If a tag with the same name already exists, the existing tag is returned.

• Action
  Delete company

  Permanently deletes a company from a Dex workspace. Its contacts are kept, but their roles at the company are removed.

• Action
  Delete Contact

  Permanently deletes a contact from Dex.

• Action
  Delete note

  Deletes a note from your Dex timeline.

• Action
  Delete reminder

  Permanently deletes a reminder in Dex. Deleting a recurring reminder cancels all of its future occurrences.

• Action
  Delete tag

  Permanently deletes a tag by its ID and removes it from every contact it was assigned to. This cannot be undone.

• Action
  Find Contact

  Finds contacts whose full name matches the text you enter and returns the matching contacts.

• Action
  Find Group

  Finds groups in Dex whose name matches the search text.

• Action
  Find notes by keyword

  Returns the notes whose text, or the names of their linked contacts, match a keyword, most recent first. Can be narrowed by contact, group, meeting type and date range.

• Action
  Find Tag

  Finds tags in Dex whose names match the search text and returns them, with the first match separately.

• Action
  Get company

  Returns one company in a Dex workspace by its id, including archived companies, with its details, tags and custom field values.

• Action
  Get contact

  Returns one Dex contact by its id, including its email addresses, phone numbers and custom field values. An error occurs if the contact is not found.

• Action
  Get note

  Returns a single Dex note by its ID, including the contacts it is linked to and its attachments.

• Action
  Get reminder

  Returns a single Dex reminder by its ID, including its due date, completion status and recurrence. An error occurs if the reminder is not found.

• Action
  Get tag

  Returns a single Dex tag by its ID, optionally with the number of contacts carrying it.

• Action
  List companies

  Returns the companies in a Dex workspace, optionally filtered to archived companies or by owner.

• Action
  List contacts

  Returns the contacts in your Personal Dex or in a chosen workspace.

• Action
  List groups

  Returns the groups in your Dex account, optionally filtered by name, parent/subgroup status or archived state, and sorted by name or contact count.

• Action
  List reminders

  Returns the reminders in your Dex account, optionally filtered by completion, overdue status, text, assignee, contact, tag, company, due date or creation date.

• Action
  List tags

  Returns all tags in your Dex account, optionally with how many contacts carry each tag.

• Action
  Tag Contact

  Assigns an existing tag to a contact in Dex.

• Action
  Update note

  Updates an existing Dex note. Only the fields you fill in are changed.

• Action
  Update reminder

  Updates an existing Dex reminder: change its text, due date, completion, repeat schedule, contacts, assignee or tags. Fields left blank are not changed.

• Action
  Update tag

  Renames an existing tag in Dex.

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