Connect Workflowy and Saleshandy to Build Intelligent Automations
Enable Integrations or automations with these events of Workflowy and Saleshandy
Enable Integrations or automations with these events of Workflowy and Saleshandy
Actions
Create Node
Creates a new node to perform a specific task or store data within the workflow.
Update a Node
Updates the specified node by setting the values of the parameters passed.
Create Prospect/Add Prospect to Sequence OH HOLD
create prospects in saleshandy Reason for Hold -> You don't have required permissions to access this resource
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Update Prospect Status
Change a prospect's status.
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Frequently Asked Questions
To start, connect both your Workflowy and Saleshandy accounts to viaSocket. Once connected, you can set up a workflow where an event in Workflowy triggers actions in Saleshandy (or vice versa).
Absolutely. You can customize how Workflowy data is recorded in Saleshandy. This includes choosing which data fields go into which fields of Saleshandy, setting up custom formats, and filtering out unwanted information.
The data sync between Workflowy and Saleshandy 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 Workflowy and Saleshandy. 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 Workflowy
Workflowy is the place to collect your ideas, develop them, share them, and turn them into reality.
Learn MoreAbout Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
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