
When this happens...

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Create Note in Section
Append Note
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new note is created in a section
Action is the task that follows automatically within your Reply integrations.
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Removes a person from a specific campaign in an array of campaigns.
Creates a person and immediately adds them to a campaign.
Creates a new person.
Adds a new step to an existing campaign.
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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 Reply and OneNote accounts to viaSocket. Once connected, you can set up a workflow where an event in Reply triggers actions in OneNote (or vice versa).
Absolutely. You can customize how Reply data is recorded in OneNote. This includes choosing which data fields go into which fields of OneNote, setting up custom formats, and filtering out unwanted information.
The data sync between Reply and OneNote 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 Reply and OneNote. 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.
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
Learn MoreMicrosoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
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