Connect BigMailer and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
New User
New Brand
New Brand Property
New Field
New List
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of BigMailer and Vertex
Enable Integrations or automations with these events of BigMailer and Vertex
Triggers
New Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
New Brand
Triggers when a new brand is created.
New Brand Property
Triggers when a new brand property is created.
New Field
Triggers when a new field is created.
New List
Triggers when a new list is created.
Actions
Create List
Creates a new list.
Update List
Update the details of existing list.
Delete List
Delete a specific list from the selected brand.
Create Field
Creates a new field.
Update Field
Edit the details of the selected field.
Delete Field
Delete the selected field.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Frequently Asked Questions
To start, connect both your BigMailer and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in BigMailer triggers actions in Vertex (or vice versa).
Absolutely. You can customize how BigMailer data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between BigMailer and Vertex 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 BigMailer and Vertex. 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.
About BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
Learn MoreAbout Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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