Triggers
Triggers when a new comment is added to a checklist.
Triggers when a checklist instance is started.
Triggers when a checklist instance step is completed.
Triggers when a procedure has been accepted.
Triggers when a supervisor is invited for signoff.
Triggers when a checklist instance is finished.
Check if a new task in created.
Check whether the deal status has been updated to **Won**.
Check if a deal has been updated.
Check if an organization has been updated.
Check if a person has been updated.
Check if a new deal has been created.
Check if a new person has been created.
Check if a new organization has been created.
Actions
Get details of all existing users.
Get details of all tasks.
Create a new task related to a deal
Create a new task related to an organization
Create a new task related to a person.
Update a deal by its id
Get details of an organization by its id
Get details of a deal by its id
Create a new deal for an organization by org id.
Get all deals related to an organization.
Create a deal for a particular person.
Get a list of all states.
Get a list of all Origins.
Get a list of all categories.
Create or update a person by its email.
Get all deals related to a particular person.
Get a person by its id.
Delete a person by its id.
Delete an organization by its id.
Get a list of all people.
Get a list of all organizations.
Create/update organization with name or CNPJ No.
Get details of all users.
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viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
Customer relationship management platform where user can manage organizations, people, task and deals.
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.