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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.
Issue a full or partial refund for a charge using its correlation ID.
Create a new Woovi payment charge (PIX or overdue) and return the charge details.
Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.
Create a new customer in the system.

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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 Woovi accounts to viaSocket. Once connected, you can set up a workflow where an event in Ideanote triggers actions in Woovi (or vice versa).
Absolutely. You can customize how Ideanote data is recorded in Woovi. This includes choosing which data fields go into which fields of Woovi, setting up custom formats, and filtering out unwanted information.
The data sync between Ideanote and Woovi 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 Woovi. 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 MoreWoovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.
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