Connect Insighto.ai and customertrax handle to Build Intelligent Automations
Enable Integrations or automations with these events of Insighto.ai and customertrax handle
Enable Integrations or automations with these events of Insighto.ai and customertrax handle
Triggers
New Contact
Triggers when a new contact is created.
Actions
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Insighto.ai and customertrax handle accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in customertrax handle (or vice versa).
Absolutely. You can customize how Insighto.ai data is recorded in customertrax handle. This includes choosing which data fields go into which fields of customertrax handle, setting up custom formats, and filtering out unwanted information.
The data sync between Insighto.ai and customertrax handle 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 Insighto.ai and customertrax handle. 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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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About customertrax handle
Handle 2.0™ is a configurable CRM that shrinks the complexity of your processes
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