Connect Axonaut and crm-people to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Quotation
New Task
New Expense
New Invoice
Choose an Action
Automatically do this!
- Request a new Action for crm-people
Enable Integrations or automations with these events of Axonaut and crm-people
Enable Integrations or automations with these events of Axonaut and crm-people
Triggers
New Company
Trigger when New Company created.
New Quotation
Trugger when new Quotation is created.
New Task
Trigger when new Task created.
New Expense
Triggers when a new Expense is created.
New Invoice
This action creates a new invoice.
Actions
Create Company
Create a company in Axonaut via API
Create Quotation
Create a Quotation
Create Event
Create an Event
Create Task
Create Task
Create Product
Creates a product.
Create Employee
This action creates a new employee.
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Frequently Asked Questions
To start, connect both your Axonaut and crm-people accounts to viaSocket. Once connected, you can set up a workflow where an event in Axonaut triggers actions in crm-people (or vice versa).
Absolutely. You can customize how Axonaut data is recorded in crm-people. This includes choosing which data fields go into which fields of crm-people, setting up custom formats, and filtering out unwanted information.
The data sync between Axonaut and crm-people 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 crm-people. 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 Axonaut
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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