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

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
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.
Triggered when a new lead is created in a specific campaign.
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

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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 Harvestr and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Harvestr triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Harvestr data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Harvestr and Instantly 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 Instantly. 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 MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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