Integrations Doubletick processplan
Doubletick + processplan

Connect Doubletick and processplan to Build Intelligent Automations

Choose a Trigger

Doubletick

When this happens...

Choose an Action

processplan

Automatically do this!

Enable Integrations or automations with these events of Doubletick and processplan

Enable Integrations or automations with these events of Doubletick and processplan

Actions

Send WhatsApp Message

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Media Message

Send WhatsApp Template Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group

Create a new group by group name

Add a member to a group

Add a member to a group

Add a new member to a group

Delete a group

Delete a group

Delete an existing group by group ID

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Frequently Asked Questions

How do I start an integration between Doubletick and processplan?

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).

Can we customize how data from Doubletick is recorded in processplan?

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.

How often does the data sync between Doubletick and processplan?

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.

Can I filter or transform data before sending it from Doubletick to processplan?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Doubletick and processplan?

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

About Doubletick

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.

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processplan

About processplan

ProcessPlan 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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