
When this happens...
Prospect Unsubscribe
Cadence First Reply
On Bounce
On Cadence Completed
On Click
On Open
On Reply
On Send Prospect
On Start Cadence

Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Unsubscribe a prospect from Klenty email sequences to stop automated follow-up messages.
Detects when a prospect sends the first reply to a cadence email, logs the response, and triggers follow-up actions.
Triggered when an email sent from Klenty bounces, allowing workflows to handle failed deliveries.
Notifies when a Klenty cadence finishes for a contact or campaign so you can start follow-up actions.
Triggers when a Klenty email recipient clicks a link, providing recipient, link, and timestamp details.
Triggered when a recipient opens an email sent from Klenty.
Action is the task that follows automatically within your klenty integrations.
Add a new prospect to Klenty using contact and company details, optional list, tags, and owner.
Mark the prospect's email in Klenty as Do Not Contact to stop further outreach.
Set a prospect's status to Do Not Contact using their email address.
Start an email cadence to send personalized emails and automated follow-ups to a contact.
Stop all scheduled emails and automated follow-ups to the specified prospect using their email address.
Stop an active cadence for a prospect using their email.

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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 klenty and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in klenty triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how klenty data is recorded in CompanyCam. This includes choosing which data fields go into which fields of CompanyCam, setting up custom formats, and filtering out unwanted information.
The data sync between klenty and CompanyCam 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 klenty and CompanyCam. 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.
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
Learn MoreCompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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