Integrations playbookbuilder Axonaut
playbookbuilder + Axonaut

Connect playbookbuilder and Axonaut to Build Intelligent Automations

Choose a Trigger

playbookbuilder

When this happens...

Choose an Action

Axonaut

Automatically do this!

Enable Integrations or automations with these events of playbookbuilder and Axonaut

Enable Integrations or automations with these events of playbookbuilder and Axonaut

Triggers

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

Request a new Trigger for playbookbuilder

Actions

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

Create Task

Create Task

Create Task

Create Product

Create Product

Creates a product.

Create Employee

Create Employee

This action creates a new employee.

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Frequently Asked Questions

How do I start an integration between playbookbuilder and Axonaut ?

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

Can we customize how data from playbookbuilder is recorded in Axonaut ?

Absolutely. You can customize how playbookbuilder data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.

How often does the data sync between playbookbuilder and Axonaut ?

The data sync between playbookbuilder and Axonaut 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 playbookbuilder to Axonaut ?

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 playbookbuilder and Axonaut ?

Yes, you can set conditional logic to control the flow of data between playbookbuilder and Axonaut . 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.

playbookbuilder

About playbookbuilder

PlaybookBuilder is a skill accelerator built to help small and medium sized companies train, scale, and grow.

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Axonaut

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

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