Connect Sortd for Gmail to Dixa

Both apps 50Sortd for Gmail 25Dixa 25

• Trigger
  New Task Created

  Triggers when a new task is created on the chosen Sortd board.

• Trigger
  Task Archived

  Triggers when a task on the chosen Sortd board is archived.

• Trigger
  Task Assigned

  Triggers when a task on the chosen Sortd board is assigned to the given team member.

• Trigger
  Task Completed

  Triggers when a task on the chosen Sortd board is marked complete.

• Trigger
  Task Moved to List

  Triggers when a task arrives on the chosen Sortd list, whether created there or moved in.

• Action
  Add comment

  Adds a plain-text comment to a Sortd task, with optional @email mentions of board members.

• Action
  Add company

  Creates a CRM company in a Sortd team, with optional type, stage, company details and tags.

• Action
  Add contact

  Creates a CRM contact in a Sortd team, optionally linked to an existing or new company.

• Action
  Archive task

  Archives a Sortd task, moving its card off the board into the board's archive.

• Action
  Assign a Task

  Assigns a Sortd task to a member of its board and returns the updated task.

• Action
  Complete Task

  Marks a Sortd task as complete and returns the updated task.

• Action
  Create Task

  Creates a new task on a Sortd list and returns it.

• Action
  Create Task From Gmail Thread

  Creates a Sortd task from a Gmail thread (title defaults to the email subject) and returns it.

• Action
  Delete task

  Deletes a Sortd task. The task stops appearing in boards and lists but can be recovered; linked email threads are left intact.

• Action
  Find contacts by criteria

  Searches a Sortd team's CRM contacts by text, contact type and stage, returning the matching contacts.

• Action
  Get a Lists Tasks

  Returns the tasks on a Sortd list.

• Action
  Get task

  Returns a single Sortd task, including its board and list, status, assignee, due date, linked email threads and custom-field values.

• Action
  List boards

  Returns all boards owned by a Sortd team, with each board's id, name and type.

• Action
  List lists

  Returns the task lists (columns) on a Sortd board.

• Action
  Mark Task as Incomplete

  Reopens a completed Sortd task and returns the updated task.

• Action
  Move a Task to a New List

  Moves a Sortd task to another list (on the same or another board) and returns the updated task.

• Action
  Send email

  Composes and sends a new email from the connected Sortd user's Gmail mailbox, optionally onto an existing thread.

• Action
  Unassign Task

  Clears the assignee on a Sortd task and returns the updated task.

• Action
  Update contact

  Updates an existing CRM contact in Sortd, changing only the fields you fill in.

• Action
  Update task

  Updates a Sortd task — its title, notes, next step, due or planned date, colour, status, assignee, deal details or custom-field values. Returns the updated task.

• Action
  Add Internal Note

  Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.

• Action
  Add Message

  Adds an inbound or outbound message to an existing Dixa conversation and returns the created message.

• Action
  Anonymize Data

  Requests the anonymization of a Dixa end user, conversation, or single message, and returns the status of the anonymization request.

• 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 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
  Rate Conversation

  Records a customer's rating on a Dixa conversation by creating a rating offer and submitting the result.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.