Enable Integrations or automations with these events of Toodledo and Rocket Agents
Triggers when new note is Created.
Triggers when new Tasks is Created.
Triggers when New Task is Created in Context.
Triggers when New Task is Created in Specific Folder.
Triggers when new Tasks is Completed.
Triggers when a new starred task is added or when an existing task is starred.
Creates a new Folder.
Create a Note in Folder.
Creates a Task.
Delete an Existing Folder.
Delete all an Existing Task.
Delete an Existing Context.
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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 Toodledo and Rocket Agents accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in Rocket Agents (or vice versa).
Absolutely. You can customize how Toodledo data is recorded in Rocket Agents. This includes choosing which data fields go into which fields of Rocket Agents, setting up custom formats, and filtering out unwanted information.
The data sync between Toodledo and Rocket Agents 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 Toodledo and Rocket Agents. 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.
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
Learn MoreRocketAgents is a CRM that automates brokerages from lead generation to closing. Send leads, notes, calls and other triggers in/out of your Rocket CRM
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