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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Note

New Note

Triggers when new note is Created.

New Task

New Task

Triggers when new Tasks is Created.

New Task in Context

New Task in Context

Triggers when New Task is Created in Context.

New Task in Folder

New Task in Folder

Triggers when New Task is Created in Specific Folder.

New Completed Task

New Completed Task

Triggers when new Tasks is Completed.

Do thisActions

Action is the task that follows automatically within your Insighto.ai integrations.

Create Contact

Create Contact

Creates a Contact in the system.

Add Text Blob Into Data Source

Add Text Blob Into Data Source

Adds a text blob into an existing Data Source.

Create Folder

Create Folder

Creates a new Folder.

Create Note

Create Note

Create a Note in Folder.

Create Task

Create Task

Creates a Task.

Delete Folder

Delete Folder

Delete an Existing Folder.

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Frequently Asked Questions

How do I start an integration between Insighto.ai and Toodledo?

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

Can we customize how data from Insighto.ai is recorded in Toodledo?

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

How often does the data sync between Insighto.ai and Toodledo?

The data sync between Insighto.ai and Toodledo 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 Insighto.ai to Toodledo?

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 Insighto.ai and Toodledo?

Yes, you can set conditional logic to control the flow of data between Insighto.ai and Toodledo. 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.