
When this happens...

Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Triggers when an existing record is updated in a data set.
Action is the task that follows automatically within your Visualvisitor integrations.
Here you will get all user details.
Here you will get a specific user details.
This is for plus person allows you to search for leads.
Create a job to bulk upload leads efficiently in one go.
Creates Data set record for specified id.
Deletes an existing record in a data set.

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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 Visualvisitor and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Visualvisitor triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Visualvisitor data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Visualvisitor and Process Street 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 Visualvisitor and Process Street. 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.
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
Learn MoreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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