Connect KIXIE and Plumsail Documents to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Ended
Call Started
Choose an Action
Automatically do this!
Add WaterMark
Protect PDF document
Compress PDF Document
Extract text from PDF
Convert Any to PDF
Convert Image to PDF
Merge DOCX Files
Merge Any Files Into PDF
Merge XLSX Files
Convert PDF to Image
Email to PDF
Start Process
Convert PDF to Text
Ready to use KIXIE and Plumsail Documents automations
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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.
Add WaterMark
Add a watermark to PDF as text.
Protect PDF document
Protect PDF document adds passwords, copy, printing, and other protections to PDF files.
Compress PDF Document
Compress PDF document size if possible and optimize it.
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Frequently Asked Questions
To start, connect both your KIXIE and Plumsail Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Plumsail Documents (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in Plumsail Documents. This includes choosing which data fields go into which fields of Plumsail Documents, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and Plumsail Documents 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 Plumsail Documents. 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 Plumsail Documents
Plumsail Documents is a document automation platform that helps businesses generate, manage, and process documents more efficiently. It integrates seamlessly with Microsoft 365 and SharePoint, allowing organizations to automate the creation of documents from templates, including DOCX, PDF, and XLSX formats.
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