
When this happens...

Automatically do this!
Create a Document
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers When a new Document is created.
New Client Created.
New item created.
Payment Created.
Categories created in space invoice apollo.
Action is the task that follows automatically within your Segmetrics integrations.
Returns the full customer journey of a single contact by email
Adds a contact to the specified SegMetrics integration.
Add Tags to given contact.
Adds a purchase to the specified SegMetrics integration.
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
Remove Tags to Contact

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Segmetrics and Space Invoices / Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Segmetrics triggers actions in Space Invoices / Apollo (or vice versa).
Absolutely. You can customize how Segmetrics data is recorded in Space Invoices / Apollo. This includes choosing which data fields go into which fields of Space Invoices / Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Segmetrics and Space Invoices / Apollo 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 Segmetrics and Space Invoices / Apollo. 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.
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
Learn MoreSpace-Invoices / Apollo is a comprehensive invoicing and billing solution designed for businesses of all sizes. It streamlines the process of creating, sending, and managing invoices, ensuring efficient financial operations.
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