Daily.co + Erxes Integration

Integrate Daily.co to Erxes in one click, or tell Integrately AI how you want each customer handled. Provision video rooms, update room settings, trigger follow-ups, and keep your workspace connected automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Daily.co
    New Room in Daily.co
  • Daily.co
    New Recording in Daily.co
  • Erxes
    Customer is created in Erxes Instant
  • Erxes
    Customer is updated in Erxes Instant
  • Erxes
    Customer is deleted in Erxes Instant
  • Erxes
    Form submission is received in Erxes Instant
  • Erxes
    Company is created in Erxes Instant
  • Erxes
    Company is updated in Erxes Instant
  • Erxes
    Company is deleted in Erxes Instant
  • Erxes
    Admin sends engagement message in Erxes Instant
  • Erxes
    Customer sends a message in Erxes Instant
  • Erxes
    Admin sent message in Erxes Instant
  • Erxes
    Knowledge base is created in Erxes Instant
  • Erxes
    Knowledge base is updated in Erxes Instant
  • Erxes
    Knowledge base is deleted in Erxes Instant
Arrow Right
2.
  • Daily.co
    Create Room in Daily.co
  • Daily.co
    Update Room in Daily.co
  • Daily.co
    Delete Room in Daily.co

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Ready Workflows Ready Workflows for Daily.co + Erxes Integration

Create rooms for new customers, update settings when forms arrive, manage recordings, and alert your team, all in just one click.

Most popular automationmost-popular-automations
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Daily.co + Erxes flow

Teams often need to log calls in CRMs, schedule follow-up meetings, notify team channels, and track notes in workspace tools once your rooms and customers are set up. Pick a combination and activate it in one click.

Daily.co
Erxes
+
HubSpotHubSpot (2)
+
CalendlyCalendly (2)
+
SlackSlack (2)
+
Google CalendarGoogle Calendar (2)
+
NotionNotion (2)
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GmailGmail (2)
E
D
H
Create a Daily.co room for every new Erxes customer and add a contact in HubSpot.
New Erxes customers instantly get a dedicated Daily.co room and a matching contact record in HubSpot without manual data entry.
E
D
H
When an Erxes form submission is received, update the Daily.co room and create a deal in HubSpot.
Form submissions in Erxes update room details and create new pipeline deals in HubSpot automatically.

Supported triggers and actions for Daily.co and Erxes

Mix and match to build the exact automation you need

Daily.co
Daily.co Triggers & Actions
New Room in Daily.co
Triggers the automation when a new room is created
Try it →
New Recording in Daily.co
Triggers the automation when a new recording is created
Try it →
Create Room in Daily.co
Generates a new virtual meeting space
Try it →
Update Room in Daily.co
Updates room information based on user input
Try it →
Delete Room in Daily.co
Removes a room from the system
Try it →
Erxes
Erxes Triggers & Actions
Instant
Customer is created in Erxes
Triggers the automation when a new customer is created
Try it →
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it →
Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it →
Instant
Form submission is received in Erxes
Triggers the automation when a form is filled
Try it →
Instant
Company is created in Erxes
Triggers the automation when a new company is created
Try it →
Instant
Company is updated in Erxes
Triggers the automation when a company is updated
Try it →
Instant
Company is deleted in Erxes
Triggers the automation when a company is deleted
Try it →
Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it →
Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it →
Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it →
Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it →
Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it →
Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it →
No action is available

What can you automate with Daily.co + Erxes?

Connect your customer communication platform and video calling setup to handle room provisioning and data management automatically.

What you can automate?
📹
Provision video rooms from new customer events
Trigger a brand new Daily.co video room automatically the moment a customer is created in Erxes, eliminating manual setup tasks.
📝
Capture every submitted form field accurately
Map all submitted Erxes form details straight into your Daily.co room configurations and connected tools without missing valuable data.
🔔
Alert your team instantly when interactions occur
Notify your staff on Slack or email the moment new customer records or form submissions are received across your workspace.
🔀
Route actions based on submitted customer data
Configure distinct workflows depending on whether a customer selects standard or enterprise tier on their Erxes form.
🔄
Keep your connected workspace up to date
Update Daily.co room details seamlessly whenever customer information or company records are modified in Erxes.
📋
Manage records without creating duplicate entries
Sync customer data and update existing room configurations cleanly without cluttering your system with redundant records.
⚙️
Handle later status changes and room updates
Modify or remove Daily.co rooms automatically when customer profiles or company agreements are updated or deleted in Erxes.
🔗
Extend your workflow to external tools like Slack
Pass customer data from Erxes and Daily.co events directly into Slack channels to keep your entire team aligned.
And much more...

Who is Daily.co + Erxes integration for?

Teams managing customer interactions and video communications rely on seamless data synchronization to eliminate manual room provisioning and keep reporting accurate.

Data analysts and operations leads
Data analysts and operations leads
Customer support managers
Customer support managers
Client success directors
Client success directors
Sales team leads
Sales team leads
Account executives
Account executives
Compliance officers
Compliance officers
📊
Data analysts and operations leads
You review customer engagement and video call metrics, but records remain scattered across Erxes chats and Daily.co logs so your reports are always outdated — with this integration, every customer and room update flows directly into your spreadsheets for accurate reporting.
Customer support managers
You need to hop on video calls immediately when high-priority issues arise, but waiting for manual room creation delays response times — automating both apps means rooms are provisioned instantly upon customer creation so you can resolve issues faster.
🤝
Client success directors
You report weekly progress and meeting history to external stakeholders, but missing records force you to piece together calls and chats manually — this integration means every interaction and room is logged reliably to showcase transparent client progress.
📈
Sales team leads
You handle hundreds of incoming form submissions daily, but manually setting up video rooms for every lead creates a massive bottleneck — with this integration, every form submission triggers automatic room creation so your sales pipeline never slows down.
🔄
Account executives
You depend on customer sign-ups from Erxes to schedule and host sales demos, but coordination gaps leave you waiting for details — automating both apps means customer records and video rooms are created simultaneously for seamless handoffs.
🗂️
Compliance officers
You need an audit trail of every customer interaction and video session, but manual tracking leaves frustrating gaps in your history — this integration means every customer and room record is captured without omission for a complete audit log.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Daily.co + Erxes

Build and manage your Daily.co + Erxes automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Daily.co + Erxes with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
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Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Daily.co to Erxes?
Frequently Asked Questions
You can connect Daily.co to Erxes using 1-click automations on Integrately alongside tools like Slack, HubSpot, and Gmail. Pick a ready template or ask Integrately AI to build your custom workflow in seconds.
Can I automatically create a Daily.co room when a new customer is created in Erxes?
Frequently Asked Questions
Can I connect Daily.co, Erxes, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Daily.co and Erxes?
Frequently Asked Questions
How does Daily.co handle room creation and updates in automations?
Frequently Asked Questions
How does Erxes trigger workflows when customer data or forms are received?
Frequently Asked Questions
How can I set up these workflows without writing any code?
Frequently Asked Questions
Is the Daily.co and Erxes integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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