Connect Workiom and clientsuccess to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Workiom
Choose an Action
Automatically do this!
- Request a new Action for clientsuccess
Enable Integrations or automations with these events of Workiom and clientsuccess
Enable Integrations or automations with these events of Workiom and clientsuccess
Actions
Create Record
Create new record in a list.
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 Workiom and clientsuccess accounts to viaSocket. Once connected, you can set up a workflow where an event in Workiom triggers actions in clientsuccess (or vice versa).
Absolutely. You can customize how Workiom data is recorded in clientsuccess. This includes choosing which data fields go into which fields of clientsuccess, setting up custom formats, and filtering out unwanted information.
The data sync between Workiom and clientsuccess 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 Workiom and clientsuccess. 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 Workiom
Workiom is a versatile platform designed to streamline and enhance productivity by offering tools for task management, project collaboration, and workflow automation. It provides users with the ability to customize their workspace, integrate with various applications, and manage projects efficiently.
Learn MoreAbout clientsuccess
ClientSuccess is customer success platform that helps retain and grow existing customer bases.
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