
When this happens...

Automatically do this!
Create a Document
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When a new Document is created.
New Client Created.
New item created.
Payment Created.
Categories created in space invoice apollo.
Action is the task that follows automatically within your Conversion Chats integrations.
Sends WhatsApp message using template.
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
Create a new Document

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Conversion Chats and Space Invoices / Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion Chats triggers actions in Space Invoices / Apollo (or vice versa).
Absolutely. You can customize how Conversion Chats data is recorded in Space Invoices / Apollo. This includes choosing which data fields go into which fields of Space Invoices / Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Conversion Chats and Space Invoices / Apollo 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 Conversion Chats and Space Invoices / Apollo. 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.
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
Learn MoreSpace-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
Learn More