Connect signals and workbooks to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between signals and workbooks?

To start, connect both your signals and workbooks accounts to viaSocket. Once connected, you can set up a workflow where an event in signals triggers actions in workbooks (or vice versa).

Can we customize how data from signals is recorded in workbooks?

Absolutely. You can customize how signals data is recorded in workbooks. This includes choosing which data fields go into which fields of workbooks, setting up custom formats, and filtering out unwanted information.

How often does the data sync between signals and workbooks?

The data sync between signals and workbooks typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from signals to workbooks?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between signals and workbooks?

Yes, you can set conditional logic to control the flow of data between signals and workbooks. 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.

signals

About signals

Signals helps you engage with your ideal customers at the right time, through the best channel, and with the right message.

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workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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