Connect LionDesk and SmartTask to Build Intelligent Automations

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LionDesk

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SmartTask

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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 in Liondesk.

New Contact

New Contact

Triggers when a new contact is added to the organization.

New Task

New Task

Triggers when a new task is added to the project.

Task Completion

Task Completion

Triggers when a task is marked completed.

Task Comment Added

Task Comment Added

Triggers when a comment is added on task .

Request a new Trigger for LionDesk

Do thisActions

Action is the task that follows automatically within your LionDesk integrations.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

Find a Contact

Find a Contact

Search for a contact in your LionDesk account.

List Campaigns

List Campaigns

Get a list of all campaigns.

List Contacts

List Contacts

Get a list of all contacts.

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Frequently Asked Questions

How do I start an integration between LionDesk and SmartTask?

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

Can we customize how data from LionDesk is recorded in SmartTask?

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

How often does the data sync between LionDesk and SmartTask?

The data sync between LionDesk and SmartTask 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 LionDesk to SmartTask?

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 LionDesk and SmartTask?

Yes, you can set conditional logic to control the flow of data between LionDesk and SmartTask. 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.

LionDesk

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.

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SmartTask

About SmartTask

SmartTask is an online work management tool helping teams streamline their communication and workflows.

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