
When this happens...

Automatically do this!
Add Lead
Add Contract
Add Customer
Add Estimate
Add Project
Add Proposal
Add Task
Add Ticket
Add Timesheet
Find or Create Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Action is the task that follows automatically within your exa.ai integrations.
Find similar links to the link provided and optionally return the contents of the pages.
Get an LLM answer to a question informed by Exa search results. Fully compatible with OpenAI's chat completions.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your exa.ai and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in exa.ai triggers actions in Webtiger (or vice versa).
Absolutely. You can customize how exa.ai data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.
The data sync between exa.ai and Webtiger 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 exa.ai and Webtiger. 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.
Exa.ai is a cutting-edge platform that leverages artificial intelligence to provide innovative solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insights through advanced AI algorithms.
Learn MoreWebtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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