Connect Tess and Kofax to Build Intelligent Automations

Choose a Trigger

Tess

When this happens...

Choose an Action

Kofax

Automatically do this!

Enable Integrations or automations with these events of Tess and Kofax

Enable Integrations or automations with these events of Tess and Kofax

Actions

Search Agents Details

Search Agents Details

Searches for agents and returns a list of matching agents with their key details.

Execute Agent

Execute Agent

Runs the Tess assistant and returns the content it creates.

Request a new Action for Tess

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Tess and Kofax?

To start, connect both your Tess and Kofax accounts to viaSocket. Once connected, you can set up a workflow where an event in Tess triggers actions in Kofax (or vice versa).

Can we customize how data from Tess is recorded in Kofax?

Absolutely. You can customize how Tess data is recorded in Kofax. This includes choosing which data fields go into which fields of Kofax, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tess and Kofax?

The data sync between Tess and Kofax typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tess to Kofax?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tess and Kofax?

Yes, you can set conditional logic to control the flow of data between Tess and Kofax. 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.

Tess

About Tess

Tess is a versatile platform designed to enhance team collaboration and communication. It offers a suite of tools to streamline project management, facilitate seamless communication, and boost productivity across teams.

Learn More
Kofax

About Kofax

Kofax provides intelligent automation software for digital workflow transformation. Its solutions help organizations automate document processing, streamline workflows, manage data capture, e-signatures, and improve productivity across finance, operations, and customer engagement.

Learn More