Connect Upwave and LionDesk to Build Intelligent Automations

Choose a Trigger

Upwave

When this happens...

Choose an Action

LionDesk

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for Upwave

Do thisActions

Action is the task that follows automatically within your Upwave integrations.

Create Card

Create Card

Creating a new Card in Upwave .

List Workspaces

List Workspaces

get all Workspaces.

List Members

List Members

get all Members.

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

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Frequently Asked Questions

How do I start an integration between Upwave and LionDesk?

To start, connect both your Upwave and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Upwave triggers actions in LionDesk (or vice versa).

Can we customize how data from Upwave is recorded in LionDesk?

Absolutely. You can customize how Upwave data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Upwave and LionDesk?

The data sync between Upwave and LionDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Upwave to LionDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Upwave and LionDesk?

Yes, you can set conditional logic to control the flow of data between Upwave and LionDesk. 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

About Upwave

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.

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LionDesk

About LionDesk

LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.

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