Connect salesboard and WPForms to Build Intelligent Automations
Enable Integrations or automations with these events of salesboard and WPForms
Enable Integrations or automations with these events of salesboard and WPForms
Triggers
New Form Entry
Triggers on a new form entry.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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
- TwitterTwitter TweetPost a TweetAdd Step
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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 salesboard and WPForms accounts to viaSocket. Once connected, you can set up a workflow where an event in salesboard triggers actions in WPForms (or vice versa).
Absolutely. You can customize how salesboard data is recorded in WPForms. This includes choosing which data fields go into which fields of WPForms, setting up custom formats, and filtering out unwanted information.
The data sync between salesboard and WPForms 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 WPForms. 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 WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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