
When this happens...
New Customer

Automatically do this!
List Tasks
List Notes
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is added.
Triggers when a new note is added to the folder you choose.
Runs when new task is created in Toodledo.
Runs when a new task is created in the specified folder.
Runs when a task is marked completed.
Runs when task is starred.
Action is the task that follows automatically within your LiveAgent integrations.
Get details of all customers.
Get details of all conversations.
Add new customer in LiveAgent.
Add a customer to an existing group.
Removes customer form a particular group.
Retrieve list of companies

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To start, connect both your LiveAgent and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how LiveAgent data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between LiveAgent and Toodledo 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 Toodledo. 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.
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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