
When this happens...

Automatically do this!
Update a Segment
Create Segment
Unpublish a Flow
Publish a Flow
Update a Group Profile
Update a User Profile
Send an Event
List Flows
List Segments
List Tags
List Jobs
List Pins
List Mobile Experiences
List Launchpads
List Banners
List Checklists
Publish a Checklist
Publish Banners
Unpublish a Checklist
Unpublish Banner
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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve Appcues flows created within the last specified number of minutes.
Fetch segments created within the specified number of minutes.
Retrieve checklists created within the specified recent time window for the connected Appcues account.
Retrieve Appcues banners created within the past specified minutes for the connected account.
Fetch mobile experiences created in the last 24 hours for the connected Appcues account.
Retrieve Appcues pins created within the specified recent time window (e.g., last N minutes).
Action is the task that follows automatically within your Wbiztool integrations.
Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.
Send Image WhatsApp message from your personal WhatsApp account with any trigger.
Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.
Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.
Update the name and/or description of an existing Appcues segment using its segment ID.
Creates a new segment.

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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 Wbiztool and Appcues accounts to viaSocket. Once connected, you can set up a workflow where an event in Wbiztool triggers actions in Appcues (or vice versa).
Absolutely. You can customize how Wbiztool data is recorded in Appcues. This includes choosing which data fields go into which fields of Appcues, setting up custom formats, and filtering out unwanted information.
The data sync between Wbiztool and Appcues 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 Wbiztool and Appcues. 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.
Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.
Learn MoreAppcues is a powerful user onboarding and product adoption platform offering multi-channel messaging and actionable insights. It integrates in-app experiences, emails, and push notifications, customized to your brand, to create tailored, automated journeys that boost engagement. With no-code user tracking and activity-based triggers, Appcues ensures precise, timely communication. Detailed insights and reporting tools help measure message performance, track trends, and optimize engagement through A/B testing, improving key metrics like activation and retention.
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