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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Task Created
Triggers when a new task is created
Record Created
Triggers when a record,such as company ,person or deal is Created.
Record Updated
Triggers when a record such as a person,company and deal is updated.
Record Deleted
Triggers when a record such as person,company or deal is deleted.
List Entry Created
Triggers when a record , such as a person , company or a deal is added to a list.
Do thisActions
Action is the task that follows automatically within your Systeme.io integrations.
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
Create List Entry
Add a record to a specified list or set the values for the new list.
Create Note
Creates a new note in given account.
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Frequently Asked Questions
To start, connect both your Systeme.io and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Systeme.io triggers actions in Attio (or vice versa).
Absolutely. You can customize how Systeme.io data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between Systeme.io and Attio 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 Systeme.io and Attio. 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 Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
Learn MoreAbout Attio
Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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