
When this happens...
New Ideas
Recently Updated Ideas

Automatically do this!
Create Agent
Update Agent
Create External Function
Update External Function
Delete External Function
Create PlayNote
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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 new PlayAI Agent.
Updates the properties of the agent with the specified ID.
Use this endpoint to create new external functions.
Updates the properties of the external function with the specified ID.

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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 Play AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Play AI (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Play AI. This includes choosing which data fields go into which fields of Play AI, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Play AI 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 Play AI. 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.
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