You can search by customer email, customer phone number or the phone number the customer has called. You can also send information from Dixa to Podio with the

A-email look up
Uses the user email as Podio lookup and returns the matched data.

A-number look up
Uses the caller's phone number as Podio lookup and returns the matched data.

B-number look up
Uses the

In Podio

  1. Go to https://podio.com/settings/api.
  2. Enter "dixa" in Application name.
  3. Enter "podio.dixa.io" in Full domain.
  4. Click on Generate API Key.
  5. In Dixa go to Settings - Integrations and click on Podio.
  6. Enter the Client ID and the Client Secret from Podio.
  7. Click Validate.
  8. Click to confirm in Podio.
  9. Authorize the integration in Podio.
  10. You can now select what information in Podio you want to show in the Conversation View in Dixa.
  11. In Podio you will need an app containing a field with the called number (B-number). It has to be in this format "+[country code][called number].“

Generate an API key in Podio

Enter the Client ID and Client Secret from Podio in Dixa

Confirm the integration in Podio

You can choose to following Podio integrations:

A-EMAIL LOOKUP
A-email look up. uses the user email as Podio lookup and returns the matched data.

A-NUMBER LOOKUP
A-number look up, uses the caller's phone number as Podio lookup and returns the matched data.

B-NUMBER LOOKUP
B-number look up, uses the called number as Podio lookup and returns the matched data.

CONTACT FORM
The Contact Form integration allows agents to send data from Dixa to Podio.

Select the Podio app to integrate with

Select the fields to show in Dixa

Select the Podio app to send the Contact form data to