
When this happens...
New Company
New Contact

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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new company is add in your account.
Triggers when a new contact is created.
Action is the task that follows automatically within your Productlane integrations.
Creates a new Note on Productlane.
Creates a new contact.
Create's a new company in your account.
Delete a specific company by its id.
Creates a new segment.
Deletes a specific contact by ID from the contact list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Productlane and Botbiz accounts to viaSocket. Once connected, you can set up a workflow where an event in Productlane triggers actions in Botbiz (or vice versa).
Absolutely. You can customize how Productlane data is recorded in Botbiz. This includes choosing which data fields go into which fields of Botbiz, setting up custom formats, and filtering out unwanted information.
The data sync between Productlane and Botbiz 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 Productlane and Botbiz. 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.
Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.
Learn MoreBotbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
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