Enable Integrations or automations with these events of Doubletick and processplan
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 processplan accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in processplan (or vice versa).
Absolutely. You can customize how Doubletick data is recorded in processplan. This includes choosing which data fields go into which fields of processplan, setting up custom formats, and filtering out unwanted information.
The data sync between Doubletick and processplan 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 processplan. 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 MoreProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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