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ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Contact Added

Contact Added

Occurs when a new contact is added to ATZ CRM and provides the contact details.

New Candidate Added

New Candidate Added

Creates a new candidate record in ATZ CRM when a candidate is added, capturing their basic profile for tracking and follow-up.

Candidate Updated

Candidate Updated

Triggers when a candidate's record is updated in ATZ CRM and returns the updated candidate details.

Candidate Deleted

Candidate Deleted

Notifies when a candidate record is deleted from the CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Contact Updated

Contact Updated

Triggers when a contact's information is updated in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your ATZ CRM integrations.

Create Candidate

Create Candidate

Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.

Update Candidate

Update Candidate

Update an existing candidate's profile in ATZ CRM using the candidate slug and any provided fields (name, contact, position, salary, languages, tags, etc.).

Create Contact

Create Contact

Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.

Update Contact

Update Contact

Update a contact in ATZ CRM by providing the contact slug and any fields to change (name, email, phone, address, tags, owner, stage, description, etc.).

Create Organization

Create Organization

Create a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.

Update Deal

Update Deal

Update an existing deal in ATZ CRM with new details such as name, close date, stage, amount, contacts, organization, owner, and tags.

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Frequently Asked Questions

How do I start an integration between ATZ CRM and Loyverse?

To start, connect both your ATZ CRM and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in ATZ CRM triggers actions in Loyverse (or vice versa).

Can we customize how data from ATZ CRM is recorded in Loyverse?

Absolutely. You can customize how ATZ CRM data is recorded in Loyverse. This includes choosing which data fields go into which fields of Loyverse, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ATZ CRM and Loyverse?

The data sync between ATZ CRM and Loyverse typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ATZ CRM to Loyverse?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ATZ CRM and Loyverse?

Yes, you can set conditional logic to control the flow of data between ATZ CRM and Loyverse. 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.

ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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Loyverse

About Loyverse

Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.

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