Connect Privyr and Vistaly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
Create Feedback
Add Card Metric
Enable Integrations or automations with these events of Privyr and Vistaly
Enable Integrations or automations with these events of Privyr and Vistaly
Actions
Create Client
Creates a new client
Create Feedback
Create a feedback entry in Vistaly from a user's submission, including provider details, optional recipient, timestamp, and page URL.
Add Card Metric
Add a numeric metric datapoint to a specific card. Optionally provide a timestamp; leave blank to use the current time.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Privyr and Vistaly accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Vistaly (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Vistaly. This includes choosing which data fields go into which fields of Vistaly, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Vistaly 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 Privyr and Vistaly. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout Vistaly
Vistaly is a comprehensive platform designed to enhance productivity and streamline project management. It offers tools for task management, team collaboration, and efficient workflow automation, making it ideal for businesses looking to optimize their operations.
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