Connect Email and Custom Views to Build Intelligent Automations
Enable Integrations or automations with these events of Email and Custom Views
Enable Integrations or automations with these events of Email and Custom Views
Actions
Send approval email
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Frequently Asked Questions
To start, connect both your Email and Custom Views accounts to viaSocket. Once connected, you can set up a workflow where an event in Email triggers actions in Custom Views (or vice versa).
Absolutely. You can customize how Email data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.
The data sync between Email and Custom Views 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 Custom Views. 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.
Learn MoreAbout Custom Views
Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.
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