Connect Reflect and CB Insights to Build Intelligent Automations
Choose a Trigger
When this happens...
New Link
Choose an Action
Automatically do this!
- Request a new Action for CB Insights
Enable Integrations or automations with these events of Reflect and CB Insights
Enable Integrations or automations with these events of Reflect and CB Insights
Triggers
New Link
Triggers when a new link is created
Actions
Create Note
Creates a Note with supplied HTML or Markdown.
Create Link
Creates a Link inside of Reflect.
Append to Daily Note
Appends text to the daily note
List Graphs
Get a list of all graphs.
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 Reflect and CB Insights accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in CB Insights (or vice versa).
Absolutely. You can customize how Reflect data is recorded in CB Insights. This includes choosing which data fields go into which fields of CB Insights, setting up custom formats, and filtering out unwanted information.
The data sync between Reflect and CB Insights 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 Reflect and CB Insights. 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 Reflect
Reflect is a powerful tool designed to help users capture, organize, and reflect on their thoughts and ideas. With features that support note-taking, journaling, and idea management, Reflect.app is perfect for individuals looking to enhance their productivity and mindfulness.
Learn MoreAbout CB Insights
The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.
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