Actions

Your team can take customer action inside of Calixa without jumping to other tools. You can do things like create an opportunity, refund a charge, add a task, or build something custom all inside of Calixa.

Calixa has standard actions that interface directly with your connected tools and 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

Actions can be triggered on users or accounts and are conveniently made available in the console whenever you are viewing customer data.

Triggering Hubspot Actions on an accountTriggering Hubspot Actions on an account

Triggering Hubspot Actions on an account

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.

A set of example standard actions.A set of example standard actions.

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.

Payload Configuration

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

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"
  }
}