Connect Signwell and KIXIE to Build Intelligent Automations
Choose a Trigger
When this happens...
Document Completed
Document Sent
Document Viewed
Choose an Action
Automatically do this!
Send a Team SMS
Send to Queue
Make a Call
Ready to use Signwell and KIXIE automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Completed
Triggers when a document has been completed.
Document Sent
Triggers when a document is sent.
Document Viewed
Triggers when a signer view a document for the first time.
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 Signwell integrations.
Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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 Signwell and KIXIE accounts to viaSocket. Once connected, you can set up a workflow where an event in Signwell triggers actions in KIXIE (or vice versa).
Absolutely. You can customize how Signwell 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 Signwell 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 Signwell 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 Signwell
Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.
Learn MoreAbout KIXIE
Seamlessly integrated voice and powerful automation tools designed for high-performing sales and customer support teams.
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