Connect CleverReach and Folderit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for CleverReach
Choose an Action
Automatically do this!
Create an Account
Update Account Information
Delete an Account
Create a Group
Update Group Name
Delete a Group
Update User Profile
Add a Person
Update a Person
Delete a Person
Enable Integrations or automations with these events of CleverReach and Folderit
Enable Integrations or automations with these events of CleverReach and Folderit
Actions
Get Forms
Get all existing forms
Create an Account
Create a new account.
Update Account Information
Update the details of an existing account.
Delete an Account
Delete a specific account.
Create a Group
Create a new group under the account.
Update Group Name
Update the name of a group under the account.
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Frequently Asked Questions
To start, connect both your CleverReach and Folderit accounts to viaSocket. Once connected, you can set up a workflow where an event in CleverReach triggers actions in Folderit (or vice versa).
Absolutely. You can customize how CleverReach data is recorded in Folderit. This includes choosing which data fields go into which fields of Folderit, setting up custom formats, and filtering out unwanted information.
The data sync between CleverReach and Folderit 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 CleverReach and Folderit. 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 CleverReach
CleverReach is a powerful email marketing tool designed to help businesses create, send, and analyze email campaigns with ease. It offers a range of features including customizable templates, automation, and detailed analytics to optimize your email marketing efforts.
Learn MoreAbout Folderit
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
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