
When this happens...
New Contact
Contact Deleted
Contact Updated
New Tag
New Tag Deleted
Tag Updated
New Business Card Transcribed

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Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
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Get conversations
Get jobs
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Get policy types
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to your Contacts+ account.
Triggers when a contact is deleted from your Contacts+ account.
Triggers when a contact is updated from your Contacts+ account.
Triggers when a tag is added from your Contacts+ account.
Triggers when a tag is deleted from your account.
Triggers when a tag is updated.
Action is the task that follows automatically within your Contacts+ integrations.
Creates a contact.
Fetches the authenticated user’s account information .
Gets a list of teams that the user is a member of.
Create a new tag to organize and label contacts.
Create a new user
Create new note on the profile of the specified user.

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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 Contacts+ and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how Contacts+ data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between Contacts+ and Connecteam 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 Contacts+ and Connecteam. 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.
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn MoreConnecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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