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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Update Contact
Triggers when a contact is created or Updated.
New Ideas
Triggers when a new idea is created.
Recently Updated Ideas
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Do thisActions
Action is the task that follows automatically within your Sendme integrations.
Update Contact
Update contact in Sendme.
Create Contact
Create contact in Sendme
Create Idea
Add a new idea to a chosen Ideanote mission with title, description, optional owner and attachments; returns the created idea's details.
Invite User
Create a new IdeaNote user account and optionally send an invitation email with a custom message.
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Frequently Asked Questions
To start, connect both your Sendme and Ideanote accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in Ideanote (or vice versa).
Absolutely. You can customize how Sendme data is recorded in Ideanote. This includes choosing which data fields go into which fields of Ideanote, setting up custom formats, and filtering out unwanted information.
The data sync between Sendme and Ideanote 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 Sendme and Ideanote. 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 Sendme
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
Learn MoreAbout Ideanote
Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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