Connect servis.ai to Kixie

Both apps 16servis.ai 5Kixie 11

• Trigger
  Created or Updated App Record

  Triggers when a record in the chosen servis.ai app is created or updated.

• Action
  Create App Record

  Creates a new record in any servis.ai app (contacts, deals, accounts or a custom app) and returns its ID and field values.

• Action
  Find App Record

  Finds the first record in a servis.ai app whose chosen field equals a value.

• Action
  Update App Record

  Updates fields on an existing record in any servis.ai app and returns the updated record.

• Action
  Upsert App Record With Lines

  Creates or updates a servis.ai record together with its line items in one step.

• Action
  Add to Cadence

  Enrolls a contact's phone number in a Kixie Cadence.

• Action
  Add to Powerlist

  Adds a contact to a Kixie Powerlist for power dialing.

• Action
  Add to Queue

  Adds a phone number to a Kixie Queue so agents call it.

• Action
  Flush Queue

  Removes every number currently waiting in a Kixie Queue.

• Action
  Make a Call

  Places an outbound call: Kixie rings the agent first, then dials the phone number.

• Action
  Remove From All Powerlists

  Removes a phone number from every Powerlist in the Kixie account.

• Action
  Remove From Cadence

  Removes a contact's phone number from a Kixie Cadence.

• Action
  Remove From Powerlist

  Removes a phone number from one Kixie Powerlist.

• Action
  Remove From Queue

  Removes a phone number from a Kixie Queue.

• Action
  Send a Team SMS

  Sends a Team SMS from a Kixie Team SMS inbox number.

• Action
  Send SMS

  Sends an SMS from a Kixie user's number to a phone number.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.