Integrations Redbooth customer fields
Redbooth + customer fields

Connect Redbooth and customer fields to Build Intelligent Automations

Choose a Trigger

Redbooth

When this happens...

Choose an Action

customer fields

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Enable Integrations or automations with these events of Redbooth and customer fields

Enable Integrations or automations with these events of Redbooth and customer fields

Triggers

New Task

New Task

Triggers when a new task is created

New Workspace

New Workspace

Triggers when new workspace created

New Notification

New Notification

Trigger when New Notifition created

New TaskList

New TaskList

Triggers when a new tasklist is created

Request a new Trigger for Redbooth

Actions

Create Comment

Create Comment

Creates a new Comment.

Create Subtask

Create Subtask

Create a new Subtask.

Create Task

Create Task

Creates a new task

Create TaskList

Create TaskList

Creates a new tasklist

Create Conversation

Create Conversation

Creates a new Conversation

Create Note

Create Note

Creates a new Note

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Frequently Asked Questions

How do I start an integration between Redbooth and customer fields?

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

Can we customize how data from Redbooth is recorded in customer fields?

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

How often does the data sync between Redbooth and customer fields?

The data sync between Redbooth and customer fields 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 Redbooth to customer fields?

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 Redbooth and customer fields?

Yes, you can set conditional logic to control the flow of data between Redbooth and customer fields. 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.

Redbooth

About Redbooth

Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.

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customer fields

About customer fields

Customer Fields provides a way to collect and store custom data for Shopify customers

Learn More