Connect Ideanote and Doubletick to Build Intelligent Automations
Choose a Trigger
When this happens...
New Ideas
Recently Updated Ideas
Choose an Action
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Ready to use Ideanote and Doubletick automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Do thisActions
Action is the task that follows automatically within your Ideanote integrations.
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
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Frequently Asked Questions
To start, connect both your Ideanote and Doubletick accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Doubletick (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Doubletick. This includes choosing which data fields go into which fields of Doubletick, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Doubletick 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 Ideanote and Doubletick. 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 Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreAbout Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
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