Connect solo and followup to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for solo
Choose an Action
Automatically do this!
- Request a new Action for followup
Integrate solo with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your solo and followup accounts to viaSocket. Once connected, you can set up a workflow where an event in solo triggers actions in followup (or vice versa).
Absolutely. You can customize how solo data is recorded in followup. This includes choosing which data fields go into which fields of followup, setting up custom formats, and filtering out unwanted information.
The data sync between solo and followup 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 solo and followup. 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 solo
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.
Learn MoreAbout followup
FollowUp.cc is a timed email reminder system that gives users the ability to create reminders via email through formatted email addresses in the TO, CC and BCC fields. Allows users to set time based email reminders for individuals or from groups for single or recurring events.
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