
When this happens...
New Collection
New Document Created
New Page Is Created
New Site

Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Collection Created
Runs when new document is created
runs when New Page Is Created
Runs when new site is created
Action is the task that follows automatically within your siteleaf integrations.
Create a new document in Siteleaf
Create a new page on the site
Publish your site
Gets a list of all Contact Names.
Gets a list of Aero Type Names.
Gets a list of Task Aeros.

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To start, connect both your siteleaf and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in siteleaf triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how siteleaf data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between siteleaf and Aero Workflow 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 siteleaf and Aero Workflow. 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.
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
Learn MoreAero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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