Connect Routee and client diary to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact added
Choose an Action
Automatically do this!
- Request a new Action for client diary
Enable Integrations or automations with these events of Routee and client diary
Enable Integrations or automations with these events of Routee and client diary
Triggers
New contact added
Start a workflow for each contact added to your Routee account.
Actions
List all Contacts
Retrieve all the contacts of the account.
Create Contact
Create a new Routee contact with first name, last name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
Explore more automations built by businesses and experts
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd 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 Routee and client diary accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in client diary (or vice versa).
Absolutely. You can customize how Routee data is recorded in client diary. This includes choosing which data fields go into which fields of client diary, setting up custom formats, and filtering out unwanted information.
The data sync between Routee and client diary 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 Routee and client diary. 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 Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
Learn MoreAbout client diary
Client Diary is a booking & business management app to deliver an exceptional client experience with appointments management and drive your business.
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