
When this happens...

Automatically do this!
Update Known Contact
Create or Update Contact From External
Find User by End User Id
Find User by Anonymous Id
Enable Integrations or automations with these events of Aero Workflow and Drift
Gets a list of all Contact Names.
Gets a list of Aero Type Names.
Gets a list of Task Aeros.
Gets a list of Team Member Names.
Creates a new Aero Task.
Creates a new Aero Email.

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To start, connect both your Aero Workflow and Drift accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in Drift (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in Drift. This includes choosing which data fields go into which fields of Drift, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and Drift 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 Aero Workflow and Drift. 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.
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
Learn MoreDrift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
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