Connect Slite and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Slite
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
Do thisActions
Action is the task that follows automatically within your Slite integrations.
Search Docs
Performs a search using keywords in the docs you have access to.
Fetch Doc
Returns a readable Doc by ID.
Create Doc
Creates a doc inside a parent doc or private channel.
Fetch Sub Docs
Returns a paginated list of sub docs.
Replace Doc
Replaces the entire content and/or title of a doc.
Update Doc
Updates a specific part of a doc.
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Frequently Asked Questions
To start, connect both your Slite and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Slite triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Slite data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Slite and LionDesk 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 Slite and LionDesk. 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 Slite
Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.
Learn MoreAbout LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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