Enable Integrations or automations with these events of KIXIE and Revv Documents
Triggers your workflow when a Kixie voice call ends.
Notifies the configured webhook when a call begins, delivering key call details.
Sends auto-sms from a Team SMS Inbox phone number.
Send a call to a queue
Places an outbound call through Kixie PowerCall.
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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 Revv Documents accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Revv Documents (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in Revv Documents. This includes choosing which data fields go into which fields of Revv Documents, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and Revv 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 Revv 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.
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Learn MoreRevv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.
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