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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New User
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.
Create User
Create a teambook user.
List Project
List all projects.
List Users
List all users.
List Actual Log
List all Actual Log.
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Frequently Asked Questions
To start, connect both your Opportify and Teambook accounts to viaSocket. Once connected, you can set up a workflow where an event in Opportify triggers actions in Teambook (or vice versa).
Absolutely. You can customize how Opportify data is recorded in Teambook. This includes choosing which data fields go into which fields of Teambook, setting up custom formats, and filtering out unwanted information.
The data sync between Opportify and Teambook 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 Teambook. 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 Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
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