
When this happens...
Call Ended
Call Started

Automatically do this!
Create Candidate
Create Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers your workflow when a Kixie voice call ends.
Notifies the configured webhook when a call begins, delivering key call details.
Occurs when a new contact is added to ATZ CRM and provides the contact details.
Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.
Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.
Notifies when a candidate record is deleted from the CRM.
Action is the task that follows automatically within your KIXIE integrations.
Sends auto-sms from a Team SMS Inbox phone number.
Send a call to a queue
Places an outbound call through Kixie PowerCall.
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your KIXIE and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between KIXIE and ATZ CRM. 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.
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Learn MoreATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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