Enable Integrations or automations with these events of Chatrace and processplan
Create's a custom fields
Create a contact.
Retrieve a contact detail's by id.
create a tag.
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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 Chatrace and processplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatrace triggers actions in processplan (or vice versa).
Absolutely. You can customize how Chatrace data is recorded in processplan. This includes choosing which data fields go into which fields of processplan, setting up custom formats, and filtering out unwanted information.
The data sync between Chatrace and processplan 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 Chatrace and processplan. 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.
Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.
Learn MoreProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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