Connect Saleshandy and workast to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Saleshandy
Choose an Action
Automatically do this!
Create a Task
Create a Space
Creates a Subtask
Update Space
Create a Tag
Add Tag
Ready to use Saleshandy and workast automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Created
Triggers when a new task is created in your Workast account.
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
Create a Task
create a task in workast app.
Create a Space
create a new space in workast.
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Frequently Asked Questions
To start, connect both your Saleshandy and workast accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in workast (or vice versa).
Absolutely. You can customize how Saleshandy data is recorded in workast. This includes choosing which data fields go into which fields of workast, setting up custom formats, and filtering out unwanted information.
The data sync between Saleshandy and workast 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 Saleshandy and workast. 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 Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn MoreAbout workast
Workast is a productivity tool that helps teams capture tasks, manage projects and collaborate to get more work done.
Learn More
