Connect repcard and Workflowy to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for repcard
Choose an Action
Automatically do this!
Create Node
Update a Node
Enable Integrations or automations with these events of repcard and Workflowy
Enable Integrations or automations with these events of repcard and Workflowy
Actions
Create Node
Creates a new node to perform a specific task or store data within the workflow.
Update a Node
Updates the specified node by setting the values of the parameters passed.
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 repcard and Workflowy accounts to viaSocket. Once connected, you can set up a workflow where an event in repcard triggers actions in Workflowy (or vice versa).
Absolutely. You can customize how repcard data is recorded in Workflowy. This includes choosing which data fields go into which fields of Workflowy, setting up custom formats, and filtering out unwanted information.
The data sync between repcard and Workflowy 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 repcard and Workflowy. 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 repcard
RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn MoreAbout Workflowy
Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.
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