
When this happens...
Lead Is Updated
New Lead Is Created

Automatically do this!
Create Task
Create Project Folder
Add Comment To Task
List Projects
List Company Events
List Company Users
List Custom-fields
List Project Tasks
Log Time Entry
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when lead is updated
Runs when new lead is created
Trigger When new Task is created.
Trigger When new Project is created.
Triggers when task is created.
Triggers when task status is changed.
Action is the task that follows automatically within your telecrm integrations.
Create or update a lead
Update lead information
Find leads by name or email
Create task in selected folder
Create a new project folder
Add a comment to a task
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To start, connect both your telecrm and GoodDay accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in GoodDay (or vice versa).
Absolutely. You can customize how telecrm data is recorded in GoodDay. This includes choosing which data fields go into which fields of GoodDay, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and GoodDay 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 telecrm and GoodDay. 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.
GoodDay is a comprehensive work management platform designed to enhance productivity and collaboration. It offers tools for project management, task tracking, time management, and team collaboration, making it an ideal solution for businesses looking to streamline their workflows and improve efficiency.
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