Connect workbooks and string to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for workbooks
Choose an Action
Automatically do this!
Mapping identifiers
Retrieve Interaction Network
Get Interaction Partners
Functional Enrichment Analysis
Enable Integrations or automations with these events of workbooks and string
Enable Integrations or automations with these events of workbooks and string
Actions
Mapping identifiers
Retrieve Interaction Network
Get Interaction Partners
Functional Enrichment Analysis
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your workbooks and string accounts to viaSocket. Once connected, you can set up a workflow where an event in workbooks triggers actions in string (or vice versa).
Absolutely. You can customize how workbooks data is recorded in string. This includes choosing which data fields go into which fields of string, setting up custom formats, and filtering out unwanted information.
The data sync between workbooks and string 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 string. 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 string
String is a cloud-based direct phone line and messaging solution that scales and modernizes business texting, calling, and direct messaging.
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