Connect Ideanote and Engage to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Do thisActions
Action is the task that follows automatically within your Ideanote integrations.
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Create New Customer
Create a new customer
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
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Frequently Asked Questions
To start, connect both your Ideanote and Engage accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Engage (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Engage. This includes choosing which data fields go into which fields of Engage, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Engage 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 Ideanote and Engage. 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.
About Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreAbout Engage
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.
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