
When this happens...

Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in Liondesk.
Action is the task that follows automatically within your Writer integrations.
Sends a prompt to Writer and generate a completion.
List a paginated list of no-code agents (formerly called no-code applications) .
List all model .
List all files
List all graph
Creates a new contact in Liondesk.

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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 Writer and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Writer triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Writer data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Writer and LionDesk 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 Writer and LionDesk. 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.
Writer is a generative AI platform built for the needs of companies and teams.
Learn MoreLionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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