Enable Integrations or automations with these events of symphony and Aero Workflow
Gets a list of all Contact Names.
Gets a list of Aero Type Names.
Gets a list of Task Aeros.
Gets a list of Team Member Names.
Creates a new Aero Task.
Creates a new Aero Email.
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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 symphony and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in symphony triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how symphony data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between symphony and Aero Workflow 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 symphony and Aero Workflow. 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.
Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.
Learn MoreAero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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