When this happens...

Automatically do this!
Create Task
Add/Remove Tags to Contact
Update Task
Search Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Add or Remove Contact from Workflow
Add Note to Contact
Create Or Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new contact is created.
Action is the task that follows automatically within your Upwave integrations.
Creating a new Card in Upwave .
get all Workspaces.
get all Members.
Create a task for a contact.
Add or remove one or more tags to a specific contact in LeadConnector (GoHighLevel). Supports searching the contact by email or phone and handles both add and remove operations.
Update an existing task's title, details, due date, assignee, or completion status.

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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.

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To start, connect both your Upwave and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Upwave triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Upwave data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Upwave and LeadConnector 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 Upwave and LeadConnector. 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.
Upwave is a versatile project management and collaboration tool designed to help teams streamline their workflows, track progress, and achieve their goals efficiently. With features like task management, visual boards, and real-time collaboration, Upwave empowers teams to stay organized and productive.
Learn MoreLeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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