Dex + Taplio
Create Dex notes from new Taplio engagements received
When you receive engagement in Taplio, take swift and efficient steps to record it in Dex. This workflow ensures that every interaction in Taplio promptly results in a new note created in Dex. This way, you'll never lose track of important engagements and can keep your Dex records up to date effortlessly. Stand out in your client relationship management through this seamless and efficient process.
When you receive engagement in Taplio, take swift and efficient steps to record it in Dex. This workflow ensures that every interaction in Taplio promptly results in a new note created in Dex. This way, you'll never lose track of important engagements and can keep your Dex records up to date effortlessly. Stand out in your client relationship management through this seamless and efficient process.
- When this happens...Engagement Received
Triggers when someone likes or comments one of your post. Data are updated on Taplio's side a few times per day.
- automatically do this!Create Note
Creates a Note in the system
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Engagement Received
Triggers when someone likes or comments one of your post. Data are updated on Taplio's side a few times per day.
Try ItText
Due DateRequired
Contact Emails
First Name
Last Name
Job Title
Description
Email
Phone Number
Post Published
Triggers when a post is published by Taplio.
Try ItNoteRequired
Event TimeRequired
Contact Emails