Connect Orderry and Take The Lead to Build Intelligent Automations
Choose a Trigger
When this happens...
Task Created
Choose an Action
Automatically do this!
- Request a new Action for Take The Lead
Enable Integrations or automations with these events of Orderry and Take The Lead
Enable Integrations or automations with these events of Orderry and Take The Lead
Triggers
Task Created
Triggers when New Task.
Actions
Create Task
Create a Task
Create Comment on Task
Create Comment on Task
Create Order Comment
Add a comment to a specific order.
Create Comment for Invoice
Use this method to add comments to the invoice's Event Feed.
Create Client
Update Contact
Update existed contact.
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Frequently Asked Questions
To start, connect both your Orderry and Take The Lead accounts to viaSocket. Once connected, you can set up a workflow where an event in Orderry triggers actions in Take The Lead (or vice versa).
Absolutely. You can customize how Orderry data is recorded in Take The Lead. This includes choosing which data fields go into which fields of Take The Lead, setting up custom formats, and filtering out unwanted information.
The data sync between Orderry and Take The Lead 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 Orderry and Take The Lead. 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 Take The Lead
Take The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.
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