
When this happens...
New Link

Automatically do this!
List Customers
List Conversations
Add New Customer
Add Customer to Group
Remove Customer From Group
List Companies
List Customers Groups
List Departments
List Knowledgebases
List Tags
List Widgets
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new link is created
Triggers when a new customer is added.
Action is the task that follows automatically within your Reflect integrations.
Creates a Note with supplied HTML or Markdown.
Creates a Link inside of Reflect.
Appends text to the daily note
Get a list of all graphs.
Get details of all customers.
Get details of all conversations.

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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 Reflect and LiveAgent accounts to viaSocket. Once connected, you can set up a workflow where an event in Reflect triggers actions in LiveAgent (or vice versa).
Absolutely. You can customize how Reflect data is recorded in LiveAgent. This includes choosing which data fields go into which fields of LiveAgent, setting up custom formats, and filtering out unwanted information.
The data sync between Reflect and LiveAgent 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 LiveAgent. 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.
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 MoreLiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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