
When this happens...
New Flow
New Segment
New Checklist
New Banner

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new flow is created.
Triggers when a new segment is created.
Triggers when a new checklist is created.
Triggers when a new banner is created.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Action is the task that follows automatically within your Appcues integrations.
Updates a Segment by its ID.
Creates a new segment.
Updates the profile attributes for the selected group.
Updates the profile attributes for the selected user.
Sends a user event to Appcues.
List all Flows

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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 Appcues and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Appcues data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Appcues and Instantly 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 Appcues and Instantly. 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.
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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