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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Do thisActions
Action is the task that follows automatically within your Upwave integrations.
Create Card
Creating a new Card in Upwave .
List Workspaces
get all Workspaces.
List Members
get all Members.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
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Frequently Asked Questions
To start, connect both your Upwave and NextLead accounts to viaSocket. Once connected, you can set up a workflow where an event in Upwave triggers actions in NextLead (or vice versa).
Absolutely. You can customize how Upwave data is recorded in NextLead. This includes choosing which data fields go into which fields of NextLead, setting up custom formats, and filtering out unwanted information.
The data sync between Upwave and NextLead 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 NextLead. 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 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.
Learn MoreAbout NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
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