
When this happens...
Work Item Is Created

Automatically do this!
List All Users
Create Purchase
Create Event
Create Note
Create Time
Create Project
Create Project Subtask
Update Event
Update Purchase
Update Project
Update Note
Update Project Subtask
Update Contact Custom Field
Find Opportunity
Find Supplier
Find Customer
Create Task
Update Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Action is the task that follows automatically within your 50 agents integrations.
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Creates a work item to schedule and manage meetings on chat.walkover.in.
Retrieve the list of all users
Create an Purchase.
Create an event.
Create an note.

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To start, connect both your 50 agents and karlia accounts to viaSocket. Once connected, you can set up a workflow where an event in 50 agents triggers actions in karlia (or vice versa).
Absolutely. You can customize how 50 agents data is recorded in karlia. This includes choosing which data fields go into which fields of karlia, setting up custom formats, and filtering out unwanted information.
The data sync between 50 agents and karlia 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 50 agents and karlia. 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.
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn MoreKarlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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