Triggers
Triggers when an existing contact details are updated.
Triggers when a new deal task is added.
Triggers when a new deal note is created.
Triggers when a new contact is added to the list.
Triggers when a contact opens a campaign(will trigger once per contact per campaign).
Triggers when a new campaign starts sending.
Triggers when a new contact is added or existing contact details are updated.
Triggers when a new contact note is added.
Triggers when a new deal is created or existing deal is updated.
Actions
Find an existing user by its email ID.
Find an existing deal task by its ID.
Find an existing deal by its ID.
Retrieve an existing contact.
Creates a new contact.
Create a new account.
Creates a new deal.
Updates an existing deal.
Updates an existing contact.
Create a new note for a deal.
Creates a new list.
Remove an existing list.
Remove an existing deal.
Remove an existing account.
Remove an existing contact.
Find all existing Campaigns.
Find an existing campaign.
Add a new tag from contact.
Get an existing account details by name
With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.
Remove an exisitng tag from a contact.
Update an existing account.
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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
SWEVEN allows businesses to seamlessly connect and collaborate with your team. This multi-platform and cloud-based SaaS solution gives you the power to receive, manage, assign, track, and bill for work (or product) orders of any trade. With SWEVEN in your workflow, you can bring together clients, vendors, and field staff in one place.