
When this happens...

Automatically do this!
Create Task
Create Project
Update Task
Delete Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new task is added to a project in ProofHub.
Runs when a task or subtask is updated or marked completed in ProofHub
Action is the task that follows automatically within your Engage integrations.
Adds a new customer to your Engage account.
Record an event on a user's profile in Engage.
Retrieve users from Engage — get all users or find a specific user by email or user ID.
Creates a new task in a specified project.
Creates a new project in ProofHub.
Updates a task or subtask and optionally marks it as complete.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Engage and ProofHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in ProofHub (or vice versa).
Absolutely. You can customize how Engage data is recorded in ProofHub. This includes choosing which data fields go into which fields of ProofHub, setting up custom formats, and filtering out unwanted information.
The data sync between Engage and ProofHub 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 Engage and ProofHub. 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.
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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