
When this happens...

Automatically do this!
Extract Document
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new document is successfully extracted
Action is the task that follows automatically within your Drift integrations.
Updates an existing contact.
Creates or updates a contact.
Lookup User information by their end user id.
Lookup data for an existing user by their anonymous id.
Extract data from a document

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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 Drift and Sensible accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Sensible (or vice versa).
Absolutely. You can customize how Drift data is recorded in Sensible. This includes choosing which data fields go into which fields of Sensible, setting up custom formats, and filtering out unwanted information.
The data sync between Drift and Sensible 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 Drift and Sensible. 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.
Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.
Learn MoreSensible is a platform designed to streamline and optimize your business processes through intelligent automation and data management. It offers tools to enhance productivity, improve decision-making, and ensure seamless operations.
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