Integrate ATZ CRM and ZillaMetrics Intake Chat with viaSocket
ATZ CRM already connects with hundreds of apps. ZillaMetrics Intake Chat's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between ATZ CRM and ZillaMetrics Intake Chat.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added
Add a new contact to ATZ CRM.
Candidate Added
Create a candidate profile in ATZ CRM for tracking and follow-up.
Candidate Updated
Update a candidate's details in ATZ CRM.
Candidate Deleted
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Contact Updated
Add a new contact or update an existing contact in ATZ CRM.
Do thisActions
Action is the task that follows automatically within your ATZ CRM integrations.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
Update candidate
Update a candidate's profile with new details such as name, contact, position, salary, languages, tags, custom fields, or resume.
Create Contact
Create a new contact in ATZ CRM with details such as name, email, phone, organization, stage, owner, and tags.
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 a new organization record in ATZ CRM with name, website, location, owner, tags, and other details.
Update Deal
Update an existing deal in ATZ CRM with new details such as name, close date, stage, amount, contacts, organization, owner, and tags.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About ZillaMetrics Intake Chat
ZillaMetrics Intake Chat is a conversational chatbot and live chat platform that helps law firms generate higher-quality leads, answer common questions, and automate the intake and booking process.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ATZ CRM and ZillaMetrics Intake Chat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ATZ CRM and ZillaMetrics Intake Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ZillaMetrics Intake Chat. No coding required.
Yes. You can set up a workflow where ATZ CRM triggers actions in ZillaMetrics Intake Chat, and a separate workflow where ZillaMetrics Intake Chat triggers actions in ATZ CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ATZ CRM and ZillaMetrics Intake Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ATZ CRM and ZillaMetrics Intake Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
