
When this happens...
Call Ended
Call Started

Automatically do this!
Create Product
Create Project
Create Person
Create Company
Export Invoice to PDF
Search Project
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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.
Triggers when a new order is created
Triggers when a new quote is created or updated
Triggers when a new sales invoice is created or updated
Triggers when a company is added or updated
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 product
Creates a Project
Creates a person

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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 Bexio accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Bexio (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in Bexio. This includes choosing which data fields go into which fields of Bexio, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and Bexio 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 Bexio. 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.
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
Learn MoreBexio is a business platform for offering accounting, invoices, payroll, and more for small companies in Switzerland.
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