
When this happens...

Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Explore more automations built by businesses and experts
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when an activity is created.
Triggers when a new delivery is created.
Tiggers when a new document is created .
Triggers when a new opportunity is created.
Triggers when a new organization is created.
Triggers when a new person is created .
Action is the task that follows automatically within your AlphaMoon integrations.
Get OCR results as Plain text
Get collections using Process ID
Get types of processes available in your Workspace
Get details of all available processes
Add a new activity in WebCRM with date, assignee, description and optional links to organisation, person, campaign, or opportunity.
Retrieves the list of all activities

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your AlphaMoon and webCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AlphaMoon triggers actions in webCRM (or vice versa).
Absolutely. You can customize how AlphaMoon data is recorded in webCRM. This includes choosing which data fields go into which fields of webCRM, setting up custom formats, and filtering out unwanted information.
The data sync between AlphaMoon and webCRM 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 AlphaMoon and webCRM. 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.
Alphamoon offers an AI-driven intelligent document processing platform that reduces manual data entry through OCR capabilities, data extraction, and process automation, making it an indispensable tool for modern businesses seeking efficiency.
Learn More