Connect raklet and Birdview PSA to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for raklet
Choose an Action
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- Request a new Action for Birdview PSA
Integrate raklet with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
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Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your raklet and Birdview PSA accounts to viaSocket. Once connected, you can set up a workflow where an event in raklet triggers actions in Birdview PSA (or vice versa).
Absolutely. You can customize how raklet data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.
The data sync between raklet and Birdview PSA 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 raklet and Birdview PSA. 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 raklet
Raklet is a CRM to help manage contacts, messages and payments. Schedule email and SMS, collect payments online and more.
Learn MoreAbout Birdview PSA
Birdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.
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