Zoho Workflows: How to Automate Kixie Actions in Zoho

Kixie Automations

In this article, we will be going over the steps to create an automation in Zoho that will trigger an action in Kixie. You will need to send a request to the Kixie API directly. 

Create Workflow Rule

• First, go to Workflow Rules and create a new rule.
• Next, you will have to select which Module you would like to use in order to trigger the workflow. You must choose either Leads or Contacts depending on the Module you typically use. If you use both, you will need to make separate Workflow rules for each Module. 
• Then, give the Workflow Rule a name and click Next. 
• Now you will need to select a rule that will trigger the Workflow based on a certain event. This can either be when a contact is created, edited, or both.

For example, we have set the trigger to fire when the Contact's Email is changed to test@kixie.com.

• Once you have decided on the trigger for the Workflow Rule, you can now choose your Instant Actions. Click on Instant Actions and select Webhook. 
• Now click "+New Webhook" to create a new webhook. This will be the API request that we send directly to Kixie. 

Webhook Settings: 

• Method: POST
• URL to Notify: https://apig.kixie.com/app/event?apikey=<api-key-here>
• Authorization Type: General 
• Body Type: Raw
• Body Format: JSON

Kixie Actions

In the Body, this is where you will specify which type of Kixie Action you will want to use. Each action will require a different data object. The URL will be the same. 

Kixie: Add to Powerlist

If you are going to be adding a contact to a Powerlist, please copy and paste this in the Webhook's Body.

{  
  "businessid": "<business-id-here>",  
  "powerlistId": "<powerlist-id>",  
  "apikey": "<api-key-here>",  
  "target": "${Contacts.Phone}",  
  "eventname": "updatepowerlist",  
  "firstName": "${Contacts.First Name}",  
  "lastName": "${Contacts.Last Name}",  
  "title": "Mr",  
  "companyName": "${Contacts.Company Name}",  
  "email": "johndoe@kixie.com",
  "extraData": {  
      "randomColumn": "string here"  
  } 
}

"businessid" (required) - Found in the Kixie Dashboard under Manage > Account Settings 

"powerlistId" (required) - Found in the Kixie Dashboard under Manage > Powerlists

"apikey" (required) - Found in the Kixie Dashboard under Manage > Account Settings 

"target" (required) - This is the phone number that is associated with the contact you will be adding to the Powerlist. You will need to use the ${Contacts.Phone} syntax if you are using Contacts and ${Leads.Phone} if you are using leads. If you are using the Mobile field, then you can just swap out phone with Mobile. This is essentially just accessing the "Phone" property on the Contact or Lead module. You can use this syntax to access any property that exists on the Contact or Lead module. 

"eventname" (required) - Make sure that this is set to "updatepowerlist"

"firstName" (optional) - ${Contacts.First Name} if you are using Contacts and ${Leads.First Name} if you are using Leads. 

"lastName" (optional) - ${Contacts.Last Name} if you are using Contacts and ${Leads.Last Name} if you are using Leads. 

"title", "companyName", and "email" (optional) - These can all be accessed the same way that you would access the first name and last name from the Contact or Lead. 

"extraData" (optional) - This is an object that you can add up to 6 custom fields. You can use any existing properties on the Contact/Lead. 

Kixie: Send Auto-SMS

If you are going to be sending an Auto-SMS, please copy and paste this in the Webhook's Body. 

{ 
"businessid": "<business-id-here>", 
"email": "<kixie-agent-email>", 
"target": "${Contacts.Phone}", 
"eventname": "sms", 
"message" : "Hello World", 
"apikey": "<api-key-here>"
}

"businessid" (required) - Found in the Kixie Dashboard under Manage > Account Settings 

"apikey" (required) - Found in the Kixie Dashboard under Manage > Account Settings 

"target" (required) - This is the phone number that you will be sending the SMS message to. You will need to use the ${Contacts.Phone} syntax if you are using Contacts and ${Leads.Phone} if you are using leads. If you are using the Mobile field, then you can just swap out phone with Mobile. This is essentially just accessing the "Phone" property on the Contact or Lead module. You can use this syntax to access any property that exists on the Contact or Lead module. 

"eventname" (required) - Make sure that this is set to "sms".

"message" (required) - This is the message body of the SMS that you are going to be sending. 

"email" (required) - This is the email of the Kixie Agent that you will be sending the SMS from. Kixie will use the Outbound SMS number that is associated with this agent. 

Save and Activate

Once you have finished all these steps, you can click "Save and Activate" to make the Workflow Rule active.