Connect actionstep and Eway CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for actionstep
Choose an Action
Automatically do this!
- Request a new Action for Eway CRM
Integrate actionstep with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your actionstep and Eway CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in actionstep triggers actions in Eway CRM (or vice versa).
Absolutely. You can customize how actionstep data is recorded in Eway CRM. This includes choosing which data fields go into which fields of Eway CRM, setting up custom formats, and filtering out unwanted information.
The data sync between actionstep and Eway 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 actionstep and Eway 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 Eway CRM
eWay-CRM is a CRM software embedded right into Microsoft Outlook. It helps companies all around the world efficiently manage contacts, customers, deals, projects, and marketing campaigns.
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