
When this happens...

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new lead is created
Triggers when a new client folder is created
Triggers when a new lead is comment on
Triggers when a new lead is deleted
Triggers when a lead is assigned or re-assigned to someone
Triggers when a lead title or content changed
Action is the task that follows automatically within your Cast AI integrations.
Predict the best model based on the prompt.
Mark the organization eligible for tial period.
Return the list of client folders
Assign a lead to a user. The user will be notified by email of the assignment if the preference to receive notifications is checked.
Change the title of the lead
Change the status of the lead

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To start, connect both your Cast AI and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Cast AI triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Cast AI data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Cast AI and noCRM.io 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 Cast AI and noCRM.io. 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.
Cast AI is a platform that provides automated cloud optimization solutions, helping businesses manage and optimize their cloud resources efficiently. It leverages AI to reduce cloud costs, enhance performance, and ensure high availability of applications.
Learn MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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