
When this happens...
New User
New Company
Company Updated
New Discoveries
New Messages

Automatically do this!
Create List Entry
Create Note
Update Record
Update List Entry
Create Task
Delete List Entry
Create Record
List All Objects
List All Lists
List All Workspace Members
List All Notes
List All Tasks
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new user created.
Tiggers when a new company Cretaed.
Triggers when a new Company Update.
Tiggers when a new discoveries created.
Tiggera when a new message Cretaed.
Triggers when a new task is created
Action is the task that follows automatically within your Harvestr integrations.
Creates a new message in your inbox.
Create a new Company.
List all users.
List all companies
List all components
List all discoveries

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 Harvestr and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Attio (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Attio 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 Harvestr and Attio. 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.
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn MoreAttio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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