
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your Engage integrations.
Adds a new customer to your Engage account.
Record an event on a user's profile in Engage.
Retrieve users from Engage — get all users or find a specific user by email or user ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

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To start, connect both your Engage and SuperSaaS accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in SuperSaaS (or vice versa).
Absolutely. You can customize how Engage data is recorded in SuperSaaS . This includes choosing which data fields go into which fields of SuperSaaS , setting up custom formats, and filtering out unwanted information.
The data sync between Engage and SuperSaaS 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 Engage and SuperSaaS . 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.
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreOnline appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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