
When this happens...
Call Ended
Call Started

Automatically do this!
Assign Tags to Client
Create Client
Search Contact
Create Appointment
Assign Tags to Contact
Search Client
Create Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers your workflow when a Kixie voice call ends.
Notifies the configured webhook when a call begins, delivering key call details.
Triggers when a new client is created in whautomate
Triggers when a new contact is created
Triggers when a new appointment is scheduled
Triggers when the appointment is cancelled
Action is the task that follows automatically within your KIXIE integrations.
Sends auto-sms from a Team SMS Inbox phone number.
Send a call to a queue
Places an outbound call through Kixie PowerCall.
Assigns Tag(s) to an existing Client in Whautomate.
Creates a new Client in Whautomate.
Searches Contact based on Name or Phone and Communication Channel in your Whautomate account.

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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 Whautomate accounts to viaSocket. Once connected, you can set up a workflow where an event in KIXIE triggers actions in Whautomate (or vice versa).
Absolutely. You can customize how KIXIE data is recorded in Whautomate. This includes choosing which data fields go into which fields of Whautomate, setting up custom formats, and filtering out unwanted information.
The data sync between KIXIE and Whautomate 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 Whautomate. 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 MoreWhautomate is a powerful automation tool designed to streamline communication processes through WhatsApp. It enables businesses to automate their messaging workflows, manage customer interactions, and enhance engagement with personalized responses. With Whautomate, users can efficiently handle customer queries, send bulk messages, and integrate with other business tools for a seamless communication experience.
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