Connect workbooks and Akkio to Build Intelligent Automations

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workbooks

When this happens...

Choose an Action

Akkio

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Enable Integrations or automations with these events of workbooks and Akkio

Enable Integrations or automations with these events of workbooks and Akkio

Actions

Update a Project

Update a Project

Update details of your project from project ID

Delete a Datasheet

Delete a Datasheet

Delete a Dtasheet from datasheet ID

Request a new Action for workbooks

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Frequently Asked Questions

How do I start an integration between workbooks and Akkio?

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

Can we customize how data from workbooks is recorded in Akkio?

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

How often does the data sync between workbooks and Akkio?

The data sync between workbooks and Akkio 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 workbooks to Akkio?

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 workbooks and Akkio?

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

workbooks

About workbooks

Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.

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Akkio

About Akkio

It is an easy-to-use, scalable, and affordable AI platform for real-time decision making.

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