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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
Recent Contact Creations
Fetch contacts created or updated within the specified recent time window for the selected contact filter.
Recent Deal Updates
Return deals updated within the selected recent time frame (minutes) using the chosen filter.
New Deal
Triggers when a new deal is created.
Recent Account Updates
Retrieve accounts updated within the specified past minutes.
Account Updated
Triggers when an existing account is updated.
Do thisActions
Action is the task that follows automatically within your LiveAgent integrations.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how LiveAgent data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between LiveAgent and Freshsales Suite 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 LiveAgent and Freshsales Suite. 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
Learn MoreAbout Freshsales Suite
Freshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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