Connect Revolut Business and Sanchay Crm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transaction Created
Watch Transaction State Change
Choose an Action
Automatically do this!
Add Contact
Create Lead
View Lead Contacts
Create Task
Create Product
Create New User
Insert or Update Data With Linking Module
Get Module Fields
Update Ticket
Ready to use Revolut Business and Sanchay Crm automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Created
Runs when transaction created
Watch Transaction State Change
Notifies on transactions state changes
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Do thisActions
Action is the task that follows automatically within your Revolut Business integrations.
List Transactions
Get transactions with filters
List Accounts
List all accounts details.
List Expenses
View company expenses (only available in Revolut business account).
Add Contact
Create a new contact
Create Lead
Create a lead and set followup
View Lead Contacts
View contacts linked to a lead
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Frequently Asked Questions
To start, connect both your Revolut Business and Sanchay Crm accounts to viaSocket. Once connected, you can set up a workflow where an event in Revolut Business triggers actions in Sanchay Crm (or vice versa).
Absolutely. You can customize how Revolut Business data is recorded in Sanchay Crm. This includes choosing which data fields go into which fields of Sanchay Crm, setting up custom formats, and filtering out unwanted information.
The data sync between Revolut Business and Sanchay Crm 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 Revolut Business and Sanchay Crm. 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 Revolut Business
A platform for managing business accounts, payments, expenses and corporate cards.
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