LaunchBay + systeme.io

Create new LaunchBay projects when new tags get added to systeme.io contacts

Organize your contacts more efficiently with this automated workflow. As soon as a fresh tag gets appended to a contact in Systeme.io, the identical tag simultaneously gets added to a related contact in the LaunchBay app. This seamless process aids in saving time, and ensures a uniform and streamlined approach for contact management.

When this happens...
New Tag Added to Contact
Triggers when a tag is added to contact.
TriggerInstant
automatically do this!
Create Project
Creates a new project in Motion.io (optionally using a defined template).
ActionWrite

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Supported triggers and actions

- CampaignRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Trigger
Instant
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- CourseRequired
- Access TypeRequired
Action
Write
- CourseRequired
- Contact emailRequired
Action
Write

- CampaignRequired
- Contact emailRequired
Action
Write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write

- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- FunnelRequired
- Funnel StepRequired
Trigger
Instant
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- TagRequired
Action
Write
- TagRequired
- Contact emailRequired
Action
Write
- CampaignRequired
Action
Write
Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search againstRequired
- SearchRequired
- Exact MatchRequired
Action
Write