
When this happens...
New Chat
Finished Chat
Chat Changed
Automatically do this!
New Task
New Project
New Phase
New Tag
Remove Task hold
Enable Organization User
Disable Organization User
Change Project Members Role
Add Project Member
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when the chat is started.
Triggers when the chat is ended.
Triggers when the tag list for a chat was changed.
Action is the task that follows automatically within your LiveChat integrations.
Create a new task.
Create a new Project.
Create a new phase(sprint) for your project
Create a New tag.
Remove a specific Task.
Enable Organization User.

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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 LiveChat and Workzappy accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveChat triggers actions in Workzappy (or vice versa).
Absolutely. You can customize how LiveChat data is recorded in Workzappy. This includes choosing which data fields go into which fields of Workzappy, setting up custom formats, and filtering out unwanted information.
The data sync between LiveChat and Workzappy 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 LiveChat and Workzappy. 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.
LiveChat is the faster way to contact your customers. It is a web-based chat tool that lets you chat with your website visitors.
Learn MoreWorkzappy is a comprehensive platform designed to enhance productivity and streamline project management for teams and businesses. It offers a suite of tools that facilitate task management, collaboration, and communication, ensuring that projects are completed efficiently and effectively.
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