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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Do thisActions
Action is the task that follows automatically within your 50 agents integrations.
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find Lead by Phone
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Create activity on a lead
Post an Activity on a Lead
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Frequently Asked Questions
To start, connect both your 50 agents and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and Leadsquared 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 50 agents and Leadsquared. 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 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn MoreAbout Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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