Connect Platoforms and KIXIE to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
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 Platoforms integrations.
Search Form
Find the details of a form by its id.
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.
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Frequently Asked Questions
To start, connect both your Platoforms and KIXIE accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in KIXIE (or vice versa).
Absolutely. You can customize how Platoforms data is recorded in KIXIE. This includes choosing which data fields go into which fields of KIXIE, setting up custom formats, and filtering out unwanted information.
The data sync between Platoforms and KIXIE 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 Platoforms and KIXIE. 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
Learn MoreAbout KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
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