Enable Integrations or automations with these events of TextIt and Birdview PSA
create a new topic.
create a new contact group.
Deletes a contact group by its name.
create a new campaign.
update an existing campaign.
Delete a campaign event.
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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 TextIt and Birdview PSA accounts to viaSocket. Once connected, you can set up a workflow where an event in TextIt triggers actions in Birdview PSA (or vice versa).
Absolutely. You can customize how TextIt data is recorded in Birdview PSA. This includes choosing which data fields go into which fields of Birdview PSA, setting up custom formats, and filtering out unwanted information.
The data sync between TextIt and Birdview PSA 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 TextIt and Birdview PSA. 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.
TextIt provides a way of automating conversational interactions over SMS, messaging bots and phone calls.
Learn MoreBirdview PSA is an all-in-one platform for professional services, enabling seamless resource, project, and finance planning, management, and forecasting.
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