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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
Do thisActions
Action is the task that follows automatically within your Opportify integrations.
Analyze Email
Extract lead details, detect sender intent and urgency, and recommend clear follow-up actions to improve outreach and engagement.
Analyze an IP address
Get location, risk, and business insights for an IP address.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
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Frequently Asked Questions
To start, connect both your Opportify and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in LiveAgent (or vice versa).
Absolutely. You can customize how Opportify data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.
The data sync between Opportify and LiveAgent 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 Opportify and LiveAgent. 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.
About Opportify
Opportify is an AI-driven platform designed to enhance business opportunities by leveraging data insights and automation. It helps organizations identify potential leads, optimize marketing strategies, and improve customer engagement through intelligent analytics.
Learn MoreAbout LiveAgent
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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