
When this happens...
New Ideas
Recently Updated Ideas

Automatically do this!
Create Contact
Update Contact
Subscribe Contact to Interest
Find Contact
Unsubscribe a Contact
Unsubscribe Contact From Interest
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is created.
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Action is the task that follows automatically within your Ideanote integrations.
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
Create a contact
Update a contact using contact id
Subscribe a contact to a selected interest.
Finds a contact based on email.

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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 Ideanote and Flexmail accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Flexmail (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Flexmail. This includes choosing which data fields go into which fields of Flexmail, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Flexmail 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 Flexmail. 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.
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
Learn MoreUse Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.
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