Connect minimo and workbooks to Build Intelligent Automations

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minimo

When this happens...

Choose an Action

workbooks

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Enable Integrations or automations with these events of minimo and workbooks

Enable Integrations or automations with these events of minimo and workbooks

Actions

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

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Frequently Asked Questions

How do I start an integration between minimo and workbooks?

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

Can we customize how data from minimo is recorded in workbooks?

Absolutely. You can customize how minimo 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 minimo and workbooks?

The data sync between minimo 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 minimo 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 minimo and workbooks?

Yes, you can set conditional logic to control the flow of data between minimo 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.

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

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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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