Integrations IdeaLift The Value Builder System
IdeaLift + The Value Builder System

Connect IdeaLift and The Value Builder System to Build Intelligent Automations

Choose a Trigger

IdeaLift

When this happens...

Choose an Action

The Value Builder System

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Enable Integrations or automations with these events of IdeaLift and The Value Builder System

Enable Integrations or automations with these events of IdeaLift and The Value Builder System

Actions

Create Idea

Create Idea

Create a new idea in IdeaLift.

Request a new Action for IdeaLift

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Frequently Asked Questions

How do I start an integration between IdeaLift and The Value Builder System?

To start, connect both your IdeaLift and The Value Builder System accounts to viaSocket. Once connected, you can set up a workflow where an event in IdeaLift triggers actions in The Value Builder System (or vice versa).

Can we customize how data from IdeaLift is recorded in The Value Builder System?

Absolutely. You can customize how IdeaLift data is recorded in The Value Builder System. This includes choosing which data fields go into which fields of The Value Builder System, setting up custom formats, and filtering out unwanted information.

How often does the data sync between IdeaLift and The Value Builder System?

The data sync between IdeaLift and The Value Builder System typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from IdeaLift to The Value Builder System?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between IdeaLift and The Value Builder System?

Yes, you can set conditional logic to control the flow of data between IdeaLift and The Value Builder System. 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.

IdeaLift

About IdeaLift

IdeaLift is a cutting-edge platform designed to elevate your brainstorming and innovation processes. With tools to streamline idea generation and collaboration, it empowers teams to transform concepts into actionable plans efficiently.

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The Value Builder System

About The Value Builder System

Value Builder is sales & marketing software purpose-built for business advisors to find, win and keep their best clients.

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