Connect Scale and followup-crm to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Scale
Choose an Action
Automatically do this!
- Request a new Action for followup-crm
Enable Integrations or automations with these events of Scale and followup-crm
Enable Integrations or automations with these events of Scale and followup-crm
Actions
Get Tasks
Retrieve all the tasks for given project.
Create Batch
Create a new batch in a project to group related tasks for processing.
Pause Batch
Pause processing of an in-progress Batch. Only unstarted tasks will be paused.
Resume Batch
Resume processing of a paused Batch. Previously paused tasks will be resumed.
Finalize a batch
Mark a Scale batch as complete so no new tasks can be added.
Cancel Batch
Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.
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Frequently Asked Questions
To start, connect both your Scale and followup-crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Scale triggers actions in followup-crm (or vice versa).
Absolutely. You can customize how Scale data is recorded in followup-crm. This includes choosing which data fields go into which fields of followup-crm, setting up custom formats, and filtering out unwanted information.
The data sync between Scale and followup-crm 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 Scale and followup-crm. 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 Scale
Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.
Learn MoreAbout followup-crm
Followup CRM allows construction contractors to keep track of leads, jobs, and bids, upload photos and documents from anywhere with our cloud-based software.
Learn More
