
When this happens...
New Flow
New Segment
New Checklist
New Banner
New Mobile Experiences
New Pins
New Launchpad

Automatically do this!
Update a Company
Stop Sequence Enrollment
Create product in a Catalog
Update product in a Catalog
Find a Task
Create a Lead
Create a Note
Find a Person
Find a Lead
Find a Contact
Find a Deal Stage
Find a User
Find a Product in Catalog
Find a Deal Source
Find a Deal
Find a Company
Create a Person
Create a Company
Create a Task
Create a Deal
Update a Person
Update a Deal
Update a Lead
Retrieve All Contacts
Retrieve All Custom Fields
Retrieve All Deal Sources
Retrieve All Deals
Retrieve All Lead Conversions
Retrieve All Lead Sources
Retrieve All Lead Unqualified Reasons
Retrieve All Lead
Retrieve All Notes
Retrieve All Orders
Retrieve All Pipelines
Retrieve All Products
Retrieve All Tags
Retrieve All Tasks
Retrieve All Users
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Retrieve Appcues banners created within the past specified minutes for the connected account.
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Action is the task that follows automatically within your Appcues integrations.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.
Unpublish the selected flow so it is no longer active or visible to users.
Publish the specified Appcues flow to make it live for the account.
Updates the profile attributes for the selected group.
Updates the profile attributes for the selected user.

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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 Zendesk Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Appcues triggers actions in Zendesk Sell (or vice versa).
Absolutely. You can customize how Appcues data is recorded in Zendesk Sell. This includes choosing which data fields go into which fields of Zendesk Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Appcues and Zendesk Sell 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 Zendesk Sell. 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 MoreElevate your sales process with Zendesk Sell, a powerful sales automation and CRM platform designed to help you close deals faster and build stronger customer relationships.
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