Connect Instantly and Personal Capital to Build Intelligent Automations
Enable Integrations or automations with these events of Instantly and Personal Capital
Enable Integrations or automations with these events of Instantly and Personal Capital
Triggers
New Lead in Campaign
Triggered when a new lead is created in a specific campaign.
New Email Received
Triggered when a new email is received in a specific campaign.
New Email Sent
Triggered when a new email is sent.
Lead Unsubscribed
Triggered when a specific lead is unsubscribed.
Campaign Completed
Triggered when a specific campaign is completed.
Lead Marked as not interested
Triggered when a Lead is marked as not interested.
Actions
Create Lead
Create a lead in a list or campaign.
Create Lead List
Create an existing lead list.
Test account vitals
Test account vitals.
Add Lead to List
Add multiple leads to a list.
Add Lead to Campaign
Add multiple leads to a campaign.
Create Campaign
Create a campaign
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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 Instantly and Personal Capital accounts to viaSocket. Once connected, you can set up a workflow where an event in Instantly triggers actions in Personal Capital (or vice versa).
Absolutely. You can customize how Instantly data is recorded in Personal Capital. This includes choosing which data fields go into which fields of Personal Capital, setting up custom formats, and filtering out unwanted information.
The data sync between Instantly and Personal Capital 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 Instantly and Personal Capital. 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 Instantly
Instantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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About Personal Capital
Personal Capital is a financial management platform that offers tools for tracking and managing personal finances, investments, and retirement planning. It provides users with insights into their financial health and helps them make informed decisions about their financial future.
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