
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project

Automatically do this!
Create Account
Create Contact
Create Deal
Create Task
Update Account
Find Contact
Update Contact
Update Deal
Search People using email id
Company Enrichment
List All Deals
Search for Sequences
Add Contacts to a Sequence
Update Contact Status in a Sequence
Search Account
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Retrieve tasks created within a recent time window for the selected project.
Detects new comments added to a selected task in a project and returns their details.
Return tasks from the selected project that were marked done within the specified recent time period.
Triggers when a new account is created
Triggers when a new contact is created
Action is the task that follows automatically within your Worksection integrations.
Adds a new project into your account.
Creates a new account
Creates a new contact to your team's Apollo account.
Creates a new deals for an Apollo account
Creates a new task
Update an existing account

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Worksection and Apollo accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Apollo (or vice versa).
Absolutely. You can customize how Worksection data is recorded in Apollo. This includes choosing which data fields go into which fields of Apollo, setting up custom formats, and filtering out unwanted information.
The data sync between Worksection and Apollo 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 Worksection and Apollo. 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.
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn MoreApollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
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