Connect KIXIE and PDFMonkey to Build Intelligent Automations

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KIXIE

When this happens...

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PDFMonkey

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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 PDF Generated Successfully

New PDF Generated Successfully

Triggered when a new PDF document is successfully generated.

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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.

Generate Document

Generate Document

Creates a new PDF document from a template using provided data.

Delete Document

Delete Document

Deletes a Document.

Find Document

Find Document

Gets detailes of document by its ID.

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Frequently Asked Questions

How do I start an integration between KIXIE and PDFMonkey?

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

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

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

How often does the data sync between KIXIE and PDFMonkey?

The data sync between KIXIE and PDFMonkey 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 PDFMonkey?

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 PDFMonkey?

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

About PDFMonkey

PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.

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