Connect workbooks and Routee to Build Intelligent Automations
Enable Integrations or automations with these events of workbooks and Routee
Enable Integrations or automations with these events of workbooks and Routee
Triggers
New contact added
Start a workflow for each contact added to your Routee account.
Actions
List all Contacts
Retrieve all the contacts of the account.
Create contact
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send an SMS
Send a text message to the specified phone number.
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your workbooks and Routee accounts to viaSocket. Once connected, you can set up a workflow where an event in workbooks triggers actions in Routee (or vice versa).
Absolutely. You can customize how workbooks data is recorded in Routee. This includes choosing which data fields go into which fields of Routee, setting up custom formats, and filtering out unwanted information.
The data sync between workbooks and Routee 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 workbooks and Routee. 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 workbooks
Workbooks CRM helps businesses run better by joining up marketing, sales, finance and service teams with a single cloud-based solution.
Learn MoreAbout Routee
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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