Connect DragApp and Saleshandy to Build Intelligent Automations

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DragApp

When this happens...

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Saleshandy

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Cards

New Task Cards

Retrieves task cards created in the selected board column within the specified time window.

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Do thisActions

Action is the task that follows automatically within your DragApp integrations.

Create Card

Create Card

Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.

Add Card Comment

Add Card Comment

Add a comment to the card (found by title) in the selected board and column.

Create Prospect/Add Prospect to Sequence OH HOLD

Create Prospect/Add Prospect to Sequence OH HOLD

create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource

Assign Prospect Tag

Assign Prospect Tag

Assign one or more existing or new tags to a prospect identified by email.

Mark Prospect Status

Mark Prospect Status

Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.

Update Prospect Status

Update Prospect Status

Change a prospect's status.

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Frequently Asked Questions

How do I start an integration between DragApp and Saleshandy?

To start, connect both your DragApp and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in DragApp triggers actions in Saleshandy (or vice versa).

Can we customize how data from DragApp is recorded in Saleshandy?

Absolutely. You can customize how DragApp data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.

How often does the data sync between DragApp and Saleshandy?

The data sync between DragApp and Saleshandy 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 DragApp to Saleshandy?

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 DragApp and Saleshandy?

Yes, you can set conditional logic to control the flow of data between DragApp and Saleshandy. 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.

DragApp

About DragApp

Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.

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Saleshandy

About Saleshandy

With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.

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