Actions

What are Actions?

Actions let you take the next best steps on your users without needing to switch tools. You can do things like create an opportunity, refund a charge, add a task, or build something custom all inside of Calixa. For more inspiration, check out this blog.

Calixa has standard actions that interface directly with your connected tools, as well as custom actions that send a webhook to an endpoint of your choosing.

We are constantly adding new actions. If you don't see something you need. Just let us know by emailing [email protected]

Taking Action

The Actions button will appear when you click into a user or account from Views. Select which Action you’d like to take from the dropdown.

17941794

Standard Actions

Calixa provides pre-built actions for the tools you have integrated. Standard actions can be enabled with the flick of a switch from the Actions page.

12561256

A set of example standard actions.

Custom Actions

Calixa supports custom action creation via our no-code builder. These actions have a configurable payload and get sent to a webhook of your choosing.

Builder

The actions builder is a drag and drop component library that allows you to create the form that is displayed when an Action is taken.

14601460

Payload Configuration

You can also add custom key value pairs and even headers to the payload from the same UI.

814814

Example Payload

{
  "calixa_entity": {
    "entity_type": "user",
    "id": "ou_4929fdsa",
    "name": "Toni Tester",
    "email": "[email protected]",
    "account_ids": [
      "or_c123e8dd",
      "or_c123e8de"
    ]
  },
  "calixa_action_data": {
    "end-date": "2021-08-31T07:00:00Z",
    "bonus-type": "events",
    "max-discount": {
      "currency": "USD",
      "value": 50
    },
    "bonus-size": "10000",
    "custom": "value"
  }
}