Connect Dialpad and Kofax to Build Intelligent Automations

Choose a Trigger

Dialpad

When this happens...

Choose an Action

Kofax

Automatically do this!

Enable Integrations or automations with these events of Dialpad and Kofax

Enable Integrations or automations with these events of Dialpad and Kofax

Actions

Create Contact

Create Contact

Creates a new contact in your Dialpad account.

Update a Contact

Update a Contact

Update a contact in your Dialpad account.

Create a Channel

Create a Channel

Creates a new channel in your Dialpad account.

Request a new Action for Dialpad

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Frequently Asked Questions

How do I start an integration between Dialpad and Kofax?

To start, connect both your Dialpad and Kofax accounts to viaSocket. Once connected, you can set up a workflow where an event in Dialpad triggers actions in Kofax (or vice versa).

Can we customize how data from Dialpad is recorded in Kofax?

Absolutely. You can customize how Dialpad data is recorded in Kofax. This includes choosing which data fields go into which fields of Kofax, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dialpad and Kofax?

The data sync between Dialpad and Kofax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dialpad to Kofax?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dialpad and Kofax?

Yes, you can set conditional logic to control the flow of data between Dialpad and Kofax. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Dialpad

About Dialpad

Dialpad is a modern business communications platform that offers voice, video, and messaging solutions. It is designed to streamline communication and collaboration for businesses of all sizes.

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Kofax

About Kofax

Kofax provides intelligent automation software for digital workflow transformation. Its solutions help organizations automate document processing, streamline workflows, manage data capture, e-signatures, and improve productivity across finance, operations, and customer engagement.

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