OffAlerts + ClientSuccess Integrations
How to connect OffAlerts + ClientSuccess
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New Monitor EventTriggers when a new monitor event triggers.Trigger
New ClientTriggers when a new client is added.Trigger- New ContactTriggers when a new contact is created.Trigger
- New UserTriggers when a new user/employee is added to your organization.Trigger
- New PulseTriggers when a new pulse is added to a client.Trigger
- New SubscriptionTriggers when a new subscription is added to a client.Trigger
- New To-DoTriggers when a new to-do is added to a client.Trigger
- Create ClientCreates a new client.Action
- ClientSuccess
Creates a new contact within a client.
Scheduled
Action
- ClientSuccess
Creates a new engagement interaction on a client.
Scheduled
Action
- ClientSuccess
Creates a new pulse on a client.
Scheduled
Action
- ClientSuccess
Creates a new subscription.
Scheduled
Action
- ClientSuccess
Creates a new to-do within a client.
Scheduled
Action
- ClientSuccess
Finds an existing client in your account by external ID.
Scheduled
Action
- ClientSuccess
Finds an existing contact in your account.
Scheduled
Action
- ClientSuccess
Find a client by the external ID. Optionally, create one if none are found.
Scheduled
Action
- ClientSuccess
Find a contact by email. Optionally, create one if none are found.
Scheduled
Action
How OffAlerts + ClientSuccess Integrations Work
- Step 1: Authenticate OffAlerts and ClientSuccess.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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