Integrations

Zapier Integration

Looking to automate tasks within Dex? Dive into this!

What is Zapier?

Zapier is an online automation tool that connects different applications such as Google Contacts, Gmail, Outlook, Salesforce, HubSpot, and more to automate repetitive tasks.

How does Zapier work?

Zapier operates through three primary components: Triggers, Actions, and Searches.

Triggers: A trigger in Zapier is an event that starts a workflow, known as a Zap. It's the 'this' part in an 'if this happens, then do that' equation. For instance, receiving an email in Outlook could be a trigger.

Actions: An action is what Zapier does after a trigger is activated. It's the 'do that' part in the 'if this happens, then do that' equation. Following the previous example, an action could be saving the email body as a note in Dex.

Searches: A search looks up an existing record without changing anything, so a later step can use it. Zapier can also pair a search with an action as a single "Find or Create" step — it reuses a match when one exists, and creates the record when none does.

Together, a trigger and an action form a complete Zap. For instance, "If I receive a new email in Gmail (Trigger), then save the email body in Dex(Action)."

What are the supported actions and searches for Dex?

Dex provides actions and searches — the "do that" half of the equation. Dex does not provide triggers, so every Zap involving Dex has to be started by another app.

Actions

Action	What it does
Create or Update Contact	Creates a contact, or updates the existing one when an email matches
Update Contact	Updates a contact by ID — also used to star, archive, or set keep-in-touch
Delete Contact	Deletes a contact
Create Note	Adds a note to a contact's timeline
Create Reminder	Creates a reminder, optionally attached to contacts
Create Group	Creates a group, optionally nested under a parent group
Add Contact to Group	Adds one or more contacts to a group
Remove Contact From Group	Removes one or more contacts from a group
Create Tag	Creates a tag
Tag Contact	Applies one or more tags to one or more contacts
Set Custom Field on Contact	Sets a text or date custom field value on a contact

Searches

Search	What it does
Find Contact	Finds a contact by name or email
Find Group	Finds a group by name
Find Tag	Finds a tag by name

Each search also comes as a combined Find or Create Contact, Find or Create Group, and Find or Create Tag step — a single step that reuses a match if there is one and creates the record otherwise.

Actions that take a Contact ID, Group ID, or Tag ID — such as Tag Contact or Add Contact to Group — expect an ID rather than a name. Put the matching Find search in front of them and map its ID output into the next step.

💡Connecting Dex with Zapier

From the Zapier page of your Dex account, you can copy and paste your Zapier Key to make the connection.

Clicking on 'Connect Zapier' logs you into Zapier using your Dex account.

If you started in Zapier, you can connect and authenticate your Dex account by inputting the Zapier Key you got on the Zapier page.

This is available in the process of adding an action for Dex under the 'Account' section.

👥 Creating a Zap to Manage Contacts in Dex

Add a Trigger

Start by adding a trigger from an external app of your choice.

Setup Authentication and Configure

Choose the "Create or Update Contact" action.
Configure any of the following fields — all of them are optional:
- First Name, Last Name, Job Title, Company, Description
- Email (multiple emails can be included)
- Phone Number (multiple numbers can be included)
- LinkedIn, Twitter, Facebook, Instagram, Website
- Birthday

If the email exists for an existing contact, we'll update their details. If no contact matches the email provided, we'll create a new one with the given field details.

Matching happens on Email only. Without one, this action always creates a new contact — so map an email address into the step whenever your trigger has one.

Test and Activate Your Zap

Test the Zap to make sure each step is functioning correctly.
Once satisfied, activate the Zap to start the automated workflow.

📝 Creating a Zap to Insert Notes in Dex

Add a Trigger

Start by adding a trigger based on a relevant event, such as "New Email in Outlook/Gmail."

Setup Authentication and Configure

Authenticate your email account (Outlook/Gmail) to allow Zapier to access and trigger based on new emails.
Configure the trigger settings, such as choosing the specific email folders or labels you want to monitor.

Create Note in Dex

Add the action "Create Note" to insert notes into Dex.
Configure the following fields for the note:
- Note Content: Use the email body as the content for the note.
- Event Time: Set it to the received time of the email.
- Emails Field: Include the emails of cc, bcc, and senderEmailAddress. These emails will be associated with the note.

Authenticate your Calendar(Outlook/Google Account) to allow Zapier to access and trigger based on new calendar events.
Configure the trigger settings, such as choosing the specific calendar you want to monitor.

Create a Reminder in Dex

Add the action "Create Reminder" to insert reminders into Dex.
Configure the following fields for the reminder:
- Text: Use the Calendar Event body as the text for the reminder.
- Due Date: Use the event start time as the due date for reminder.
- Contact Emails: Use the attendee's email addresses to include in the reminder.

Groups vs Tags

Dex User API

Explore the different endpoints available in the Dex User API to enhance your productivity and streamline your workflow. Click on each card to learn more.