Full list

Supported Triggers & Actions

Everything you can automate between Rewiser and Segmetrics.

When this happensTriggers

A trigger is an event that starts a workflow.

Transaction Added

Transaction Added

Runs when transaction added

Request a new Trigger for Rewiser

Do thisActions

Action is the task that follows automatically within your Rewiser integrations.

List All Folders

List All Folders

View all folders and details

Create Transaction

Create Transaction

Add a transaction to folder

Get Recent Transactions

Get Recent Transactions

Show only recent transactions

Get Contact by Email

Get Contact by Email

Returns the full customer journey of a single contact by email

Add or Update Contact

Add or Update Contact

Adds a contact to the specified SegMetrics integration.

Add Tag to Contact

Add Tag to Contact

Add Tags to given contact.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Integrations Rewiser
Rewiser + Segmetrics
Rewiser logo

About Rewiser

Rewiser is an AI-powered finance and budgeting platform for tracking expenses, income, and financial workflows.

Learn more
Integrations Segmetrics
Segmetrics + Rewiser
Segmetrics logo

About Segmetrics

SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.

Learn more

Frequently Asked Questions

How do I connect Rewiser and Segmetrics?

Sign up for a free viaSocket account, then authorize both your Rewiser and Segmetrics accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Rewiser and Segmetrics as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Rewiser to Segmetrics?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Segmetrics. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Rewiser triggers actions in Segmetrics, and a separate workflow where Segmetrics triggers actions in Rewiser. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Rewiser and Segmetrics. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Rewiser and Segmetrics integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.