Connect Thoughtly and Yoobi Software to Build Intelligent Automations
Enable Integrations or automations with these events of Thoughtly and Yoobi Software
Enable Integrations or automations with these events of Thoughtly and Yoobi Software
Actions
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
Search Contacts
Search contacts by phone number.
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Frequently Asked Questions
To start, connect both your Thoughtly and Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in Thoughtly triggers actions in Yoobi Software (or vice versa).
Absolutely. You can customize how Thoughtly data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.
The data sync between Thoughtly and Yoobi Software 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 Thoughtly and Yoobi Software. 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 Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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About Yoobi Software
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.
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