viaSocket

Connect Ideanote and Trafft to Build Intelligent Automations

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Trafft

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Ideas

New Ideas

Triggers when a new idea is created.

Recently Updated Ideas

Recently Updated Ideas

Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.

Appointment Booked

Appointment Booked

Triggered when a appointment is booked in Trafft.

Appointment Canceled

Appointment Canceled

Triggered when an appointment is canceled in Trafft.

Appointment Rescheduled

Appointment Rescheduled

Triggered when an existing appointment is rescheduled in Trafft.

Appointment Status Changed

Appointment Status Changed

Triggered when an existing appointment status is changed in Trafft.

Do thisActions

Action is the task that follows automatically within your Ideanote integrations.

Create Idea

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

Invite User

Create a new IdeaNote user account and optionally send an invitation email with a custom message.

Create Booking

Create Booking

Creates a new bookings in Trafft.

List All Services

List All Services

Retrieves a list of all services.

Create Customer

Create Customer

Create's a new customer.

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Frequently Asked Questions

How do I start an integration between Ideanote and Trafft?

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

Can we customize how data from Ideanote is recorded in Trafft?

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

How often does the data sync between Ideanote and Trafft?

The data sync between Ideanote and Trafft 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 Ideanote to Trafft?

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 Ideanote and Trafft?

Yes, you can set conditional logic to control the flow of data between Ideanote and Trafft. 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

About Ideanote

Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.

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Trafft

About Trafft

Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.

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