
When this happens...
Comment Created
Task Created
Task Updated

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.
Trigger when a comment is created.
Trigger when task is created.
Trigger when task is created or updated.
Triggered when a new lead is created in a specific campaign.
Triggered when a new email is received in a specific campaign.
Triggered when a new email is sent.
Action is the task that follows automatically within your BugHerd integrations.
Create a project in BugHerd.
Add a member to a project.
Add an existing guest to a project, or invite someone by email address.
Update settings for an existing project under your control
Delete a project and all associated data.
Add a new task in a project.

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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 BugHerd and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in BugHerd triggers actions in Instantly (or vice versa).
Absolutely. You can customize how BugHerd 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 BugHerd 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 BugHerd 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.
BugHerd is a simple yet powerful web-based bug tracking tool that acts like a sticky note on your website. It allows teams to easily manage feedback and track issues directly on web pages.
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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