
When this happens...
Update Documet
New Ingest Document
New Group
Update Bucket
New Bucket
Automatically do this!
Enable Integrations or automations with these events of EyeLevel AI and PocketGuard
Trigger when an existing Ingest document is updated.
Trigger when new Ingest document is created.
Trigger when new Group is created.
Trigger when an existing bucket is updated.
Trigger when new bucket is created.
Creates a Bucket.
Update an existing bucket.
Delete an existing bucket.
Creates a Group.
Update an existing group.
Delete an existing group.

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 EyeLevel AI and PocketGuard accounts to viaSocket. Once connected, you can set up a workflow where an event in EyeLevel AI triggers actions in PocketGuard (or vice versa).
Absolutely. You can customize how EyeLevel AI data is recorded in PocketGuard. This includes choosing which data fields go into which fields of PocketGuard, setting up custom formats, and filtering out unwanted information.
The data sync between EyeLevel AI and PocketGuard 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 EyeLevel AI and PocketGuard. 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.
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn MorePocketGuard is a personal finance and budgeting app that helps users track spending, manage subscriptions, and optimize their savings. It connects securely to bank accounts and credit cards, providing insights into cash flow, bills, and budget limits to help users take control of their financial health.
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