Connect Email and relate to Build Intelligent Automations

Choose a Trigger

Email

When this happens...

Choose an Action

relate

Automatically do this!

Enable Integrations or automations with these events of Email and relate

Enable Integrations or automations with these events of Email and relate

Actions

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Request a new Action for Email

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Frequently Asked Questions

How do I start an integration between Email and relate?

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

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

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

How often does the data sync between Email and relate?

The data sync between Email and relate 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 relate?

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 relate?

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

About relate

Relate is a simple collaborative sales and CRM software.

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