Connect salesboard and Nozbe to Build Intelligent Automations
Enable Integrations or automations with these events of salesboard and Nozbe
Enable Integrations or automations with these events of salesboard and Nozbe
Triggers
New Task
Trigger when new Task is Created.
Update or New Task
Trigger when new task is created or Updated.
New Comment
Trigger when new Comment is Created.
New Project
Trigger when new Propject is Created.
Actions
Create Task
Creates a New Task.
Update Task
Updates an Existing Task.
Find Tasks By Id or Name
Find an Existing Task.
Create Comment
Creates a New Comment.
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Frequently Asked Questions
To start, connect both your salesboard and Nozbe accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in Nozbe (or vice versa).
Absolutely. You can customize how salesboard data is recorded in Nozbe . This includes choosing which data fields go into which fields of Nozbe , setting up custom formats, and filtering out unwanted information.
The data sync between salesboard and Nozbe 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 salesboard and Nozbe . 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 salesboard
Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.
Learn MoreAbout Nozbe
Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
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