
When this happens...
New Contact
New Task
Task Completion
Task Comment Added

Automatically do this!
Create a List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to the organization.
Triggers when a new task is added to the project.
Triggers when a task is marked completed.
Triggers when a comment is added on task .
Action is the task that follows automatically within your SmartTask integrations.
Retrieve all the list of organizatons
Creates a new task
Retrieve the list of users
Retrieve list of all projects
Adds a new comment to task
Creates a new contact

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 SmartTask and Dotdigital accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartTask triggers actions in Dotdigital (or vice versa).
Absolutely. You can customize how SmartTask data is recorded in Dotdigital. This includes choosing which data fields go into which fields of Dotdigital, setting up custom formats, and filtering out unwanted information.
The data sync between SmartTask and Dotdigital 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 SmartTask and Dotdigital. 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.
SmartTask is an online work management tool helping teams streamline their communication and workflows.
Learn MoreDotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
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