Connect LionDesk and Appcues to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Update a Segment
Create Segment
Unpublish a Flow
Publish a Flow
Update a Group Profile
Update a User Profile
Track User Event
List Flows
List Segments
List Tags
List Jobs
List Pins
List Mobile Experiences
List Launchpads
List Banners
List Checklists
Publish Checklist
Publish Banners
Unpublish a Checklist
Unpublish Banner
Ready to use LionDesk and Appcues automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
New Flow
Retrieve Appcues flows created within the last specified number of minutes.
New Segment
Fetch segments created within the specified number of minutes.
New Checklist
Retrieve checklists created within the specified recent time window for the connected Appcues account.
New Banner
Retrieve Appcues banners created within the past specified minutes for the connected account.
New Mobile Experiences
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Do thisActions
Action is the task that follows automatically within your LionDesk integrations.
Create Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
Update Hotness
Update the hotness of a contact.
Find a Contact
Search for a contact in your LionDesk account.
List Campaigns
Get a list of all campaigns.
List Contacts
Get a list of all contacts.
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Frequently Asked Questions
To start, connect both your LionDesk and Appcues accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Appcues (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Appcues 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 LionDesk and Appcues. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn MoreAbout Appcues
Appcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
Learn More
