IntegrationsEmailThe Value Builder System
Email + The Value Builder System

Connect Email and The Value Builder System to Build Intelligent Automations

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Email

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The Value Builder System

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Frequently Asked Questions

How do I start an integration between Email and The Value Builder System?

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

Can we customize how data from Email is recorded in The Value Builder System?

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

How often does the data sync between Email and The Value Builder System?

The data sync between Email and The Value Builder System 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 The Value Builder System?

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 The Value Builder System?

Yes, you can set conditional logic to control the flow of data between Email and The Value Builder System. 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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The Value Builder System

About The Value Builder System

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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