
When this happens...

Automatically do this!
Create Folder
Create Note
Create Task
Delete Folder
Delete Tasks
Delete Context
Create Outline
Delete Goals
Delete Notes
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
Triggers when new Tasks is Completed.
Triggers when a new starred task is added or when an existing task is starred.
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.
Creates a new Folder.
Create a Note in Folder.

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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 Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in Drift triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how Drift data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between Drift and Toodledo 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 Toodledo. 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 MoreToodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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