
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice

Automatically do this!
Create Clappia Submission
Update Submission
Update Submission Status
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Company created.
Trugger when new Quotation is created.
Trigger when new Task created.
Triggers when a new Expense is created.
This action creates a new invoice.
Action is the task that follows automatically within your Axonaut integrations.
Create a company in Axonaut via API
Create a Quotation
Create an Event
Create Task
Creates a product.
This action creates a new employee.

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To start, connect both your Axonaut and Clappia accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in Clappia (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in Clappia. This includes choosing which data fields go into which fields of Clappia, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and Clappia 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 Axonaut and Clappia. 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.
Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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