Connect Email and Call Assist to Build Intelligent Automations
Enable Integrations or automations with these events of Email and Call Assist
Enable Integrations or automations with these events of Email and Call Assist
Actions
Send approval email
Ask someone to review or approve a step and capture their response via action buttons
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Email and Call Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Call Assist (or vice versa).
Absolutely. You can customize how Email data is recorded in Call Assist. This includes choosing which data fields go into which fields of Call Assist, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Call Assist 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 Email and Call Assist. 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.
About Email
Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.
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About Call Assist
Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.
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