
When this happens...
New Product Insight Generated
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new product insight is generated
Action is the task that follows automatically within your ClosedLoop AI integrations.
Send customer feedback to extract product insights.
Create a new task.
Create a new Project.
Create a new phase(sprint) for your project
Create a New tag.
Remove a specific Task.

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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 ClosedLoop AI and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in ClosedLoop AI triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how ClosedLoop AI data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between ClosedLoop AI and Workzappy 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 ClosedLoop AI and Workzappy. 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.
ClosedLoop AI offers advanced AI solutions tailored for healthcare analytics, enabling organizations to leverage data-driven insights for improved patient outcomes and operational efficiency.
Learn MoreWorkzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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