TrueReview + VanillaSoft
Create new TrueReview requests from updated VanillaSoft contacts
Effortlessly streamline your contact management process with this workflow between VanillaSoft and TrueReview. When a contact result occurs in VanillaSoft, this automation instantly creates a new request in TrueReview, saving you time and ensuring a seamless flow of information between the two apps. Enhance your team's productivity and maintain an organized contact list with this efficient integration.
Effortlessly streamline your contact management process with this workflow between VanillaSoft and TrueReview. When a contact result occurs in VanillaSoft, this automation instantly creates a new request in TrueReview, saving you time and ensuring a seamless flow of information between the two apps. Enhance your team's productivity and maintain an organized contact list with this efficient integration.
- When this happens...Result a Contact
Triggers when a Contact in VanillaSoft is resulted.
- automatically do this!Create Request
Creates a request
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VanillaSoft Zap NameRequired
Description
VanillaSoft Project NameRequired
Select VanillaSoft Result Codes to associate with this Trigger
Email on ErrorRequired
Send Data Email on Last Error
Email last error data to
Try ItContact Type
get all contact type
Try ItContact name
Contact Phone
Contact Email
Notes
VanillaSoft Zap NameRequired
DescriptionRequired
VanillaSoft Project NameRequired
Email on Success
Email on ErrorRequired
Create New ContactsRequired
Flag New ContactsRequired
Route New Contacts as a First PriorityRequired
Delay Routing of New Contacts
Create Duplicates For Contacts That Share The Same Phone NumberRequired
Flag DuplicatesRequired
Error response for duplicate contact
Update existing contactsRequired
Update Key FieldRequired
Route Updated as a First PriorityRequired
Reopen and flag updated contacts (Recommended)Required
Drip Campaign Set
Select the drip campaign to use
Try ItName
Phone
Email
Notes
Select Drip Campaign
Select Contact Type
