The Nextiva integration equips SalesExec users with full click-to-dial functionality and comprehensive call tracking through Nextiva, a leading cloud VoIP service.
Source Type:
Telephony
Delivery Format:
API
Integration Type:
Click-to-Dial
Website:
Nextiva Website
The Nextiva integration equips SalesExec users with full click-to-dial functionality and comprehensive call tracking through Nextiva, a leading cloud VoIP service. This seamless connection allows sales representatives to initiate calls directly from SalesExec, with the Call Monitor tray application signaling Nextiva’s API to place the call. Additionally, it provides an instant screen-pop for inbound calls, ensuring agents have immediate context, and logs all call activities for a complete communication history.
When a SalesExec user clicks a phone number, the local Call Monitor tray application retrieves the user’s Nextiva credentials and sends a command to Nextiva’s XSI API to initiate the outbound call. For incoming calls, if the phone number is linked to an existing lead in SalesExec, an automated screen-pop displays the lead's details, providing instant context to the agent. All call events, whether inbound or outbound, are logged as CallAudit records within SalesExec, ensuring a complete and searchable record of every interaction. Power-dialing via RingResponse and Pull Dial is also supported. This integration will disable conflicting phone service integrations (RingCentral, Skype, SIP, and Cisco WebDialer) when enabled.
| Setting | Description |
|---|---|
| Username | Individual user’s NextivaUserName stored in the SalesExec account settings. |
| Password | Individual user’s NextivaPassword stored in the SalesExec account settings. |
Note The desktop Call Monitor retrieves these credentials via
GET /api/Users/nextiva/{token}which returns aNextivaPhoneInfopayload containing the user‑specificUsernameandPasswordvalues.
| Action / Endpoint | Description |
|---|---|
/api/callignores/{token} |
Call Monitor posts call ignored events. |
/api/callaudits/{token} |
Call Monitor posts call start and call end events. |
| Field | Description |
|---|---|
CallID |
Globally‑unique identifier of the SalesExec Lead that the Call Monitor associates with the call. |
LeadGUID |
Unique identifier assigned by BroadWorks/Nextiva for every call leg. Appears as <callId> in XSI responses (e.g., CallStartInfo). Required for follow‑up control requests such as BlindTransfer, VmTransfer, Release, or RetrieveCallDetails. |
| Action / Endpoint | Description |
|---|---|
/com.broadsoft.xsi-actions/v2.0/user/{username}/calls/new?address={number} |
Starts an outbound call for the specified user to the given number. |
/com.broadsoft.xsi-actions/v2.0/user/{username}/calls/{callId}/BlindTransfer?address={number} |
Transfers an active call to another number (blind transfer). |
/com.broadsoft.xsi-actions/v2.0/user/{username}/calls/{callId}/VmTransfer |
Sends the call to voicemail. |
/com.broadsoft.xsi-actions/v2.0/user/{username}/calls/{callId} (DELETE) |
Ends a call by releasing the call leg. |
/com.broadsoft.xsi-actions/v2.0/user/{username}/calls/{callId} (GET) |
Retrieves call metadata and status for the specified call. |
| Call Field | Description |
|---|---|
CallID |
BroadWorks/Nextiva call identifier; included in every call event sent from the tray app so downstream services can correlate the record. |
Address |
Telephone number of the remote party. For outbound calls, passed as ?address={number} to /calls/new; for blind transfers, it is the target number supplied to **/BlindTransfer?address={number}`. |
Username |
Agent’s BroadWorks userId (NextivaUserName) that appears in every XSI path segment (/user/{username}/…). Stored per user in SalesExec account settings and automatically inserted into each request path. |
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