
When this happens...
New Task
New Workspace
New Notification
New TaskList

Automatically do this!
Mark as Finished
Remove Person From Campaign
Create Person and Push to Campaign
Create Person
Add Step to Campaign
List Campaigns
List Campaign Schedules
List Schedules
List Contacts
List Lists
List Templates
List Contact Statistics
List Email Accounts
List Custom Fields
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created
Triggers when new workspace created
Trigger when New Notifition created
Triggers when a new tasklist is created
Action is the task that follows automatically within your Redbooth integrations.
Creates a new Comment.
Create a new Subtask.
Creates a new task
Creates a new tasklist
Creates a new Conversation
Creates a new Note

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Redbooth and Reply accounts to viaSocket. Once connected, you can set up a workflow where an event in Redbooth triggers actions in Reply (or vice versa).
Absolutely. You can customize how Redbooth data is recorded in Reply. This includes choosing which data fields go into which fields of Reply, setting up custom formats, and filtering out unwanted information.
The data sync between Redbooth and Reply 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 Redbooth and Reply. 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 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.
Learn MoreReply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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