Connect Arihant PLUS and Wortal CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Arihant PLUS
Choose an Action
Automatically do this!
- Request a new Action for Wortal CRM
Enable Integrations or automations with these events of Arihant PLUS and Wortal CRM
Enable Integrations or automations with these events of Arihant PLUS and Wortal CRM
Actions
Get Order Trail
Get order trail and status
Get Holdings
Fetch Demat holdings and P&L
Get Account Funds
View available account funds
Place Order
Place stock or F&O order
Get Orders
Fetch order book or status
Search Stocks
Search stocks and get prices
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Frequently Asked Questions
To start, connect both your Arihant PLUS and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Arihant PLUS data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Arihant PLUS and Wortal 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 Arihant PLUS and Wortal 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 Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
Learn MoreAbout Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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