IntegrationsBulkGate workbooks
BulkGate + workbooks

Connect BulkGate and workbooks to Build Intelligent Automations

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BulkGate

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workbooks

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Frequently Asked Questions

How do I start an integration between BulkGate and workbooks?

To start, connect both your BulkGate and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in workbooks (or vice versa).

Can we customize how data from BulkGate is recorded in workbooks?

Absolutely. You can customize how BulkGate data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BulkGate and workbooks?

The data sync between BulkGate and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BulkGate to workbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BulkGate and workbooks?

Yes, you can set conditional logic to control the flow of data between BulkGate and workbooks. 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.

BulkGate

About BulkGate

Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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