Connect Worksection and SnapEngage to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Project Task
New Comment in Task
Task Completed in Project
Choose an Action
Automatically do this!
- Request a new Action for SnapEngage
Enable Integrations or automations with these events of Worksection and SnapEngage
Enable Integrations or automations with these events of Worksection and SnapEngage
Triggers
New Project
Triggers when a new project is created.
New Project Task
Retrieve tasks created within a recent time window for the selected project.
New Comment in Task
Detects new comments added to a selected task in a project and returns their details.
Task Completed in Project
Return tasks from the selected project that were marked done within the specified recent time period.
Actions
Create Project
Adds a new project into your account.
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Frequently Asked Questions
To start, connect both your Worksection and SnapEngage accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in SnapEngage (or vice versa).
Absolutely. You can customize how Worksection data is recorded in SnapEngage. This includes choosing which data fields go into which fields of SnapEngage, setting up custom formats, and filtering out unwanted information.
The data sync between Worksection and SnapEngage 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 SnapEngage. 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
Learn MoreAbout SnapEngage
SnapEngage is a powerful live chat solution designed to enhance customer engagement and support. It offers businesses the ability to connect with their website visitors in real-time, providing instant assistance and improving customer satisfaction. With features like chatbots, integrations with CRM systems, and analytics, SnapEngage helps businesses streamline their communication processes and boost their customer support capabilities.
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