
When this happens...
New Lead
New Contract
New Customer
New Estimate
New Invoice
New Proposal
New Task
New Ticket

Automatically do this!
Create Lead
Create Lead List
Test account vitals
Add Lead to List
Add Lead to Campaign
Create Campaign
Create Block List
Create Custom Tag
Delete Custom Tag
Update Lead
Remove Lead From Campaign
Remove Lead From List
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new contact is created
Triggers when a new customer is added
Triggers when a new estimate is created
Triggers when a new invoice is cretaed
Triggers when a new proposal is created
Action is the task that follows automatically within your Webtiger integrations.
Creates a new lead
Creates a new contract
Creates a new customer in the system
Creates a new estimate in the system
Triggers when a new project is created
Creates a new proposal in the system

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Webtiger and Instantly accounts to viaSocket. Once connected, you can set up a workflow where an event in Webtiger triggers actions in Instantly (or vice versa).
Absolutely. You can customize how Webtiger data is recorded in Instantly. This includes choosing which data fields go into which fields of Instantly, setting up custom formats, and filtering out unwanted information.
The data sync between Webtiger and Instantly 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 Webtiger and Instantly. 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.
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
Learn MoreInstantly is a powerful AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, manage data, and provide insights, making it an essential tool for businesses looking to optimize their operations.
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