Connect LionDesk and Placker to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact
Choose an Action
Automatically do this!
Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details
Ready to use LionDesk and Placker automations
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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 in Liondesk.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
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 Placker accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Placker (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Placker. This includes choosing which data fields go into which fields of Placker, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Placker 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 Placker. 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 Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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