Connect KIXIE and ITM Platform to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ended
Call Started
Choose an Action
Automatically do this!
Create Task
Ready to use KIXIE and ITM Platform automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Ended
Triggers your workflow when a Kixie voice call ends.
Call Started
Notifies the configured webhook when a call begins, delivering key call details.
Do thisActions
Action is the task that follows automatically within your KIXIE integrations.
Send a Team SMS
Sends auto-sms from a Team SMS Inbox phone number.
Send to Queue
Send a call to a queue
Make a Call
Places an outbound call through Kixie PowerCall.
Create Task
Create a task in a project with name, details, type, priority, status, start date and end date
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Frequently Asked Questions
To start, connect both your KIXIE and ITM Platform accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in ITM Platform (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in ITM Platform. This includes choosing which data fields go into which fields of ITM Platform, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and ITM Platform 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 ITM Platform. 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.
About KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
Learn MoreAbout ITM Platform
ITM Platform is a project, program, and portfolio management solution with no onboarding hassle.
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