Connect Sanchay Crm and Phrase to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Start a Job
Complete a Job
Delete a Job
Create a Job Comment
Delete a Job Comment
Update a Job Comment
Lock a Job
Unlock a Job
Ready to use Sanchay Crm and Phrase automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Job Created
Triggers when a Phrase Job has been created, but not yet started.
Job Started
Triggers when a Phrase Job is marked as in-progress.
Job Completed
Triggers when a Phrase Job has been marked as completed.
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Start a Job
Starts an existing job that is in draft state.
Complete a Job
Completed a job that is in the 'in_progress' state.
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Phrase accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Phrase (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Phrase. This includes choosing which data fields go into which fields of Phrase, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Phrase 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 Sanchay Crm and Phrase. 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.
About Phrase
Phrase is a comprehensive localization management platform that streamlines the translation and localization process for businesses, enabling them to reach global audiences effectively.
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