Connect playbook and sitecapture to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for playbook
Choose an Action
Automatically do this!
- Request a new Action for sitecapture
Integrate playbook with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your playbook and sitecapture accounts to viaSocket. Once connected, you can set up a workflow where an event in playbook triggers actions in sitecapture (or vice versa).
Absolutely. You can customize how playbook data is recorded in sitecapture. This includes choosing which data fields go into which fields of sitecapture, setting up custom formats, and filtering out unwanted information.
The data sync between playbook and sitecapture 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 playbook and sitecapture. 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 playbook
Playbook will be a software application that will allow customers to gain more control over their businesses. They will be able to better build and track their company’s tasks and processes.
Learn MoreAbout sitecapture
SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.
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