Connect Email and cassidy to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Email and cassidy?

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

Can we customize how data from Email is recorded in cassidy?

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

How often does the data sync between Email and cassidy?

The data sync between Email and cassidy 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 Email to cassidy?

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 Email and cassidy?

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

Email

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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cassidy

About cassidy

Cassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.

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