viaSocket

Connect Steady and clientsuccess to Build Intelligent Automations

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Steady

When this happens...

Choose an Action

clientsuccess

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Enable Integrations or automations with these events of Steady and clientsuccess

Enable Integrations or automations with these events of Steady and clientsuccess

Actions

Get User Info

Get User Info

Get user's information

Add Newsletter Subscriber

Add Newsletter Subscriber

Sends a double-opt-in email to a prospective newsletter subscriber.

Request a new Action for Steady

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Frequently Asked Questions

How do I start an integration between Steady and clientsuccess?

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

Can we customize how data from Steady is recorded in clientsuccess?

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

How often does the data sync between Steady and clientsuccess?

The data sync between Steady and clientsuccess 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 Steady to clientsuccess?

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 Steady and clientsuccess?

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

Steady

About Steady

Steady is a financial service app that helps users find part-time and gig economy jobs, manage their income, and achieve financial stability.

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clientsuccess

About clientsuccess

ClientSuccess is customer success platform that helps retain and grow existing customer bases.

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