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Customize your Coax and Recurly integration with the following triggers and actions.

Triggers

When this happens…

Coax
  • Conversation Category Added Real-time
    Conversation Category Added in Coax
  • Conversation Category Removed Real-time
    Conversation Category Removed in Coax
  • Conversation Category Updated Real-time
    Conversation Category Updated in Coax
  • New Incoming Phone Call Real-time
    New incoming phone call in Coax
  • New Contact Real-time
    New contact in Coax
  • New Enquiry Real-time
    New enquiry in Coax
  • New Incoming Message Real-time
    New incoming message in Coax
  • New Outgoing Phone Call Real-time
    New outgoing phone call in Coax
  • New Phone Call Real-time
    New phone call in Coax
  • Review Requested Real-time
    Review Requested in Coax
  • Tracking delivered
    Tracking delivered in Coax
  • Updated Contact Real-time
    Updated contact in Coax
  • Any other trigger you can think up

Actions

Do this…

Coax
  • Custom action
    Custom action in Coax (Custom)
  • Ask For Review
    Ask for review on Coax. You can use {{ review_link }} as dynamic field to replace review link in messages. If not used, the link will be attached to the end of the message.
  • Check Marketing Opt-In Details
    Check Marketing Opt-In Details On Coax.
  • Create Activity
    Create a custom activity on Coax.
  • Update Custom Field
    Update Custom Field On Coax.
  • Create Note
    Creates a note on an enquiry on Coax.
  • Create Task
    Creates a task on an enquiry on Coax.
  • Create Order Tracking
    Create an order tracking on Coax.
  • Find Custom Field Schema
    Finds Custom Field Schema On Coax.
  • Shorten Link
    Shortens a link using Coax.
  • Get Primary Contacts
    Get primary email, phone from contacts array received from Coax.
  • Parse Phone Number
    Parse a Phone Number using Coax.
  • Send message through Coax
    Send SMS through Coax using the SMS channel.
  • Create or Update Contact
    Creates or updates a contact on Coax.
  • Any other action you can think up

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*Currently this app does not have a designated connector. Workato can connect with any 3rd party application with publicly available APIs.

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