
When this happens...

Automatically do this!
Create a Lead
Create Contact
Create Account
Create Ticket
Create Opportunity
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new lead is added
Triggers when a lead updates
Action is the task that follows automatically within your Folderit integrations.
Create a new account.
Update the details of an existing account.
Delete a specific account.
Create a new group under the account.
Update the name of a group under the account.
Delete a group from the account.

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To start, connect both your Folderit and Sukam Apps CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Folderit triggers actions in Sukam Apps CRM (or vice versa).
Absolutely. You can customize how Folderit data is recorded in Sukam Apps CRM. This includes choosing which data fields go into which fields of Sukam Apps CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Folderit and Sukam Apps CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Folderit and Sukam Apps CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Folderit is a cloud-based document management system designed to help businesses and individuals securely store, manage, and share their documents online. It offers features such as document versioning, metadata tagging, approval workflows, and secure sharing options, making it an ideal solution for organizations looking to streamline their document management processes.
Learn MoreSukam Apps CRM is an easy and powerful software designed to help your business grow. It is AI-powered and fully cloud-based, meaning you can manage your work from anywhere. Its main goal is to bring your Sales, Marketing, and Customer Support together in one place. With its advanced features, you can build stronger relationships with your customers, speed up your workflow, and boost your team's productivity. With Sukam Apps CRM, you can organize your business and run it the smart way.
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