If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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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 Retable and customer fields accounts to viaSocket. Once connected, you can set up a workflow where an event in Retable triggers actions in customer fields (or vice versa).
Absolutely. You can customize how Retable data is recorded in customer fields. This includes choosing which data fields go into which fields of customer fields, setting up custom formats, and filtering out unwanted information.
The data sync between Retable and customer fields 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 Retable and customer fields. 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.
Retable is an intuitive, user-friendly platform designed to help individuals and teams manage, collaborate on, and visualize data effectively in customizable spreadsheets
Learn MoreCustomer Fields provides a way to collect and store custom data for Shopify customers
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