Connect KIXIE and Copilot to Build Intelligent Automations

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KIXIE

When this happens...

Choose an Action

Copilot

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Call Ended

Call Ended

Triggers your workflow when a Kixie voice call ends.

Call Started

Call Started

Notifies the configured webhook when a call begins, delivering key call details.

New Client

New Client

Trigger whenever any new client is created.

Request a new Trigger for KIXIE

Do thisActions

Action is the task that follows automatically within your KIXIE integrations.

Send a Team SMS

Send a Team SMS

Sends auto-sms from a Team SMS Inbox phone number.

Send to Queue

Send to Queue

Send a call to a queue

Make a Call

Make a Call

Places an outbound call through Kixie PowerCall.

Create Client

Create Client

Creates a new client.

Create Company

Create Company

Create a new company.

Create Message Channel

Create Message Channel

Create a new message channel.

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Frequently Asked Questions

How do I start an integration between KIXIE and Copilot?

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

Can we customize how data from KIXIE is recorded in Copilot?

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

How often does the data sync between KIXIE and Copilot?

The data sync between KIXIE and Copilot 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 KIXIE to Copilot?

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 KIXIE and Copilot?

Yes, you can set conditional logic to control the flow of data between KIXIE and Copilot. 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.

KIXIE

About KIXIE

Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.

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Copilot

About Copilot

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

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