
When this happens...
New User
New Appointment
Appointment Changes
User Is Created, Updated, or Deleted
New Form
Credit Purchase
Send Mail
Reminder or Follow Up Arrives

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when user creates new login
Runs when new appointment is created
Runs when appointment is created, changed, or deleted
Runs when User Is Created, Updated, or Deleted
Runs when Stand-Alone Form Is Submitted
Runs when credit purchase
Action is the task that follows automatically within your SuperSaaS integrations.
Create a lead in a list or campaign.
Create an existing lead list.
Test account vitals.
Add multiple leads to a list.
Add multiple leads to a campaign.
Create a campaign

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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 SuperSaaS and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in Instantly (or vice versa).
Absolutely. You can customize how SuperSaaS data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between SuperSaaS and Instantly 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 SuperSaaS and Instantly. 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.
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Learn MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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