
When this happens...
New Contact

Automatically do this!
Submit text
Append text
Submit audio [URL]
Append audio [URL]
Submit video [URL]
List conversations
Append video [URL]
Get job status
Update conversation
Delete conversation
Get members
Get action items
Get analytics
Get bookmarks
Get follow-ups
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your LionDesk integrations.
Creates a new contact in Liondesk.
Start an existing campaign for a contact.
Update the hotness of a contact.
Search for a contact in your LionDesk account.
Get a list of all campaigns.
Get a list of all contacts.

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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 LionDesk and Symbl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in LionDesk triggers actions in Symbl.ai (or vice versa).
Absolutely. You can customize how LionDesk data is recorded in Symbl.ai. This includes choosing which data fields go into which fields of Symbl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between LionDesk and Symbl.ai 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 Symbl.ai. 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 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 MoreSymbl.ai is a cutting-edge AI platform that provides advanced conversational intelligence capabilities. It enables developers and businesses to integrate real-time speech-to-text, sentiment analysis, topic detection, and other AI-driven insights into their applications. With Symbl.ai, users can enhance their communication tools, improve customer interactions, and gain valuable insights from conversations.
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