
When this happens...

Automatically do this!
Send a Team SMS
Send to Queue
Make a Call
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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.
Action is the task that follows automatically within your Preset Cloud integrations.
Retrieve all teams in the connected Preset Cloud account.
Retrieve the members of a Preset Cloud team.
Remove a specified user from a Preset Cloud team. Returns success data or a clear error if removal is blocked (e.g., last admin, already removed, or assigned via a group).
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 Preset Cloud and KIXIE accounts to viaSocket. Once connected, you can set up a workflow where an event in Preset Cloud triggers actions in KIXIE (or vice versa).
Absolutely. You can customize how Preset Cloud 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 Preset Cloud 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 Preset Cloud 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.
Preset Cloud is a powerful platform for data exploration and visualization, enabling users to create interactive dashboards and gain insights from their data effortlessly.
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