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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.
New Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate is created
New Invoice
Triggers when a new invoice is cretaed
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.
Add Lead
Creates a new lead
Add Contract
Creates a new contract
Add Customer
Creates a new customer in the system
Add Estimate
Creates a new estimate in the system
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Frequently Asked Questions
To start, connect both your 50 agents and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and Webtiger 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 Webtiger. 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.
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Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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