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Common scenarios where Direct IQ automation saves time and reduces manual work.
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Connecting Direct IQ to WEXTL®
Start from Direct IQ’s Watch Contacts trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.
Add Add a Note to a Contact as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.
This integration brings 12 ready-made steps for communication work, and every run records what went in and what came back.
Direct IQ workflow on the canvas: Watch Contacts then Add a Note to a Contact
Common questions about automating Direct IQ in your workflows.