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Kizeo Forms integration

Create custom mobile forms. Use Kizeo Forms from Zoft voice agents, chat agents, workflows and AI employees.

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  1. Starts withEvent On Data
  2. ZoftAgent or workflow decides what happens next
  3. Then in Kizeo FormsCreate List Item
  4. AndGet List Item
Illustrative flow built from Kizeo Forms’s real triggers and actions.

Zoft + Kizeo Forms

What Zoft can do with Kizeo Forms.

  • 01Voice agentsA phone agent can use Kizeo Forms actions such as Create List Item and Get List Item during the call, then hand off to a person when it should.
  • 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Kizeo Forms while it talks to the customer.
  • 03WorkflowsStart a workflow when “Event On Data” happens in Kizeo Forms, or use Kizeo Forms as any step on the canvas.
  • 04AI employeesAn AI employee can find and use Kizeo Forms actions on its own, and ask for your approval before it sends or changes anything important.

Actions 11

Things Zoft can do in Kizeo Forms.

  • Push DataPush a data to a form
  • Get List ItemGet a specific item from a list
  • Edit List ItemEdit a specific item in a list
  • Custom API CallMake a custom API call to a specific endpoint
  • Create List ItemCreate a new list item in Kizeo Forms
  • Delete List ItemDelete a specific item from a list
  • Get All List ItemsGet all items from a specific list
  • Get Data DefinitionGet the definition of a data
  • Get List DefinitionGet the definition of a list
  • Download Standard PDFGet PDF data of a form
Show all 11
  • Download custom export in its original formatDownload a custom export in its original format

Triggers 6

Events in Kizeo Forms that can start a workflow.

  • Event On DataHandle EventOnData events via webhooks
  • Event On Data PushedHandle EventOnData push event via webhooks
  • Event On Data DeletedHandle EventOnData delete event via webhooks
  • Event On Data UpdatedHandle EventOnData update event via webhooks
  • Event On Data FinishedHandle EventOnData save event via webhooks
  • Event On Data ReceivedHandle EventOnData receive event via webhooks

Setup

Connect Kizeo Forms in three steps.

  1. 01ConnectChoose Kizeo Forms in Connections and paste an API key from your Kizeo Forms account.
  2. 02Put it to workAdd Kizeo Forms as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
  3. 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

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FAQ

Kizeo Forms on Zoft, answered.

What can Zoft do with Kizeo Forms?

Zoft supports 11 actions and 6 triggers for Kizeo Forms. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Kizeo Forms to Zoft?

Choose Kizeo Forms in Connections and paste an API key from your Kizeo Forms account.

Can a voice agent or chat agent use Kizeo Forms?

Yes. Once Kizeo Forms is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Kizeo Forms without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Kizeo Forms to work in your operation.

Get early accessTalk to sales