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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Insighto.ai integrations.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
Create Crew
Create a new crew in ProCrew Schedule.
Create Picklist
Create a new picklist in Pro Crew Schedule.
Create Schedule
Create a new schedule in Pro Crew Schedule.
Create Task
Create a new task on the project schedule.
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Frequently Asked Questions
To start, connect both your Insighto.ai and procrew schedule accounts to viaSocket. Once connected, you can set up a workflow where an event in Insighto.ai triggers actions in procrew schedule (or vice versa).
Absolutely. You can customize how Insighto.ai data is recorded in procrew schedule. This includes choosing which data fields go into which fields of procrew schedule, setting up custom formats, and filtering out unwanted information.
The data sync between Insighto.ai and procrew schedule 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 procrew schedule. 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
Learn MoreAbout procrew schedule
Pro Crew Schedule is an all-in-one construction scheduling software.
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