
When this happens...

Automatically do this!
Create Prospect/Add Prospect to Sequence OH HOLD
Assign Prospect Tag
Mark Prospect Status
Update Prospect Status
Enable Integrations or automations with these events of Agility CMS and Saleshandy
Returns content models for the instance.
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign one or more existing or new tags to a prospect identified by email.
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Change a prospect's status.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Agility CMS and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Agility CMS triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Agility CMS data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Agility CMS and Saleshandy 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 Agility CMS and Saleshandy. 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.
Agility CMS is a Headless Content Management System that allows you to define your content model, relationships, and structure to fit your needs. It empowers developers with the tools to build a customized digital architecture, and marketers with the freedom to manage content from a unified interface.
Learn MoreWith Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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