
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Formilla and cassidy
Update a Contact's
create a contact's
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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 Formilla and cassidy accounts to viaSocket. Once connected, you can set up a workflow where an event in Formilla triggers actions in cassidy (or vice versa).
Absolutely. You can customize how Formilla data is recorded in cassidy. This includes choosing which data fields go into which fields of cassidy, setting up custom formats, and filtering out unwanted information.
The data sync between Formilla and cassidy 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 Formilla and cassidy. 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.
Formilla.com is a leading provider of customer messaging software using a combination of Live Chat, Email, and In-app messaging tools in one powerful platform.
Learn MoreCassidy securely connects with all of your existing tools, builds AI assistants and creates AI-driven workflow automations personalized to your business.
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