Connect record and case status to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for record
Choose an Action
Automatically do this!
- Request a new Action for case status
Integrate record 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 record and case status accounts to viaSocket. Once connected, you can set up a workflow where an event in record triggers actions in case status (or vice versa).
Absolutely. You can customize how record data is recorded in case status. This includes choosing which data fields go into which fields of case status, setting up custom formats, and filtering out unwanted information.
The data sync between record and case status 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 record and case status. 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 record
Record streamlines B2B SaaS support by automating issue resolution, investigation, and collaboration through a singular source of truth.
Learn MoreAbout case status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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