
When this happens...

Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new box is created.
Triggers when a Comment is made on a Box in a Pipeline
Triggered when a new contact is created
Triggers when a Task is created.
Triggers when a Box is moved between Pipelines
Triggers when a new stage is created.
Action is the task that follows automatically within your Meeting BaaS integrations.
Send AI bots to meetings
Remove a bot from an ongoing meeting using the API
Get meeting recording and metadata.
Creating a contact
This call will give you a single pipeline given the key.
List all the teams

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Meeting BaaS and Streak accounts to viaSocket. Once connected, you can set up a workflow where an event in Meeting BaaS triggers actions in Streak (or vice versa).
Absolutely. You can customize how Meeting BaaS data is recorded in Streak. This includes choosing which data fields go into which fields of Streak, setting up custom formats, and filtering out unwanted information.
The data sync between Meeting BaaS and Streak 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 Meeting BaaS and Streak. 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.
Meeting BaaS is a comprehensive platform designed to streamline and enhance the process of organizing, scheduling, and conducting meetings. It offers a suite of tools to facilitate seamless communication, collaboration, and documentation, making it an ideal solution for businesses and teams looking to improve their meeting efficiency and productivity.
Learn MoreStreak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
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