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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
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Frequently Asked Questions
To start, connect both your Hedy AI and NextLead accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in NextLead (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in NextLead. This includes choosing which data fields go into which fields of NextLead, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and NextLead 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 Hedy AI and NextLead. 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.
About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreAbout NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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