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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is added.
Action is the task that follows automatically within your Doubletick integrations.
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send a pre-approved whatsapp message template to a contact
Create a new group by group name
Add a new member to a group
Delete an existing group by group ID

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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 Doubletick and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in LiveAgent (or vice versa).
Absolutely. You can customize how Doubletick data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.
The data sync between Doubletick and LiveAgent 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 Doubletick and LiveAgent. 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.
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn MoreLiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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