With Trackdesk and Albato, you can easily create your own custom automations through a visual, no-code builder. This enables you to connect Trackdesk with your chosen business tools and set up workflows that fit your unique needs.
Here’s how:
Step 1: Launch the Builder
In your Trackdesk dashboard, go to the Integrations page.
Then navigate to the Start from scratch section.
Step 2: Add New Automation
On the opened window select New automation button to createa new autoamtion record.
Step 3: Select Your Trigger
Choose the event that will start your automation. This could be something like a new affiliate registration, a conversion event, or another supported trigger in Trackdesk or any other application avaialable in the list.
Step 3: Add Actions
Decide what should happen next in your workflow. For example, send affiliate data to your email marketing tool, create a new deal in your CRM, log commission data in a spreadsheet or do some action in the Trackdesk.
Step 4: Activate
Once everything looks good, activate the automation with the Start button at the bottom of the screen so that your workflow runs automatically whenever your trigger event occurs.
Optional Steps
Configure Filters and Map Fields
Refine your automation by setting up filters to process only relevant events and mapping Trackdesk data fields to the corresponding fields in your connected app.
Advanced Tools
Many advanced tools can be used to modify the data during the automation and enhance the functionality.
Example ones are:
Code - Alows you to write a custom code in Javacsript to e.g. modify the input data
Router - Allows you to route the automation depending on certain parameters
Date and time modification - Allows you to modify date to a different format
Math operations - Allows to process math operations
And many more...
