Connect Mails.so and workbooks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Mails.so and workbooks?

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

Can we customize how data from Mails.so is recorded in workbooks?

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

How often does the data sync between Mails.so and workbooks?

The data sync between Mails.so and workbooks 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 Mails.so to workbooks?

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 Mails.so and workbooks?

Yes, you can set conditional logic to control the flow of data between Mails.so and workbooks. 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.

Mails.so

About Mails.so

Mails.so is a comprehensive email management platform designed to streamline your email communication. It offers a suite of tools to enhance productivity, organize your inbox, and automate routine email tasks, making it an essential tool for both personal and professional use.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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