
When this happens...
User Created

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 new user created.
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.
Triggered when a specific lead is unsubscribed.
Triggered when a specific campaign is completed.
Action is the task that follows automatically within your ChatBot integrations.
Create new story.
Update existing story.
Search Story.
Delete story seach by name.
Create segment.
Adds one or more Users to one or more Segments.

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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 ChatBot and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBot triggers actions in Instantly (or vice versa).
Absolutely. You can customize how ChatBot 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 ChatBot 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 ChatBot 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.
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